i tried a DM on twitter but wasn't able to?ill just rapid fire...

i tried a DM on twitter but wasn't able to?

ill just rapid fire some answers for everyones benefit
1) US$300M is about my modelled peak post tax cashflow so A$468M
2) US$1.8Bn post tax NPV8 over 25 years (yes its not a 25 year mine but need to assume something consistent with other projects)
3) NPV has no associated with funding arrangement - if i get a way to send u the model you will see some more colour
4) yes depreciation reduces tax payable, most notably in first 2 years of cashflow
5) im no expert on magnesia either but i found some guidance from asianmetal.com for Magnesia 95% FOB China for ~$250-300
6) youre right the dilution and funding lend to my final share price targets which don't feed into the NPV so i didnt need to mention this

i think my 62% Fe is aligned with consensus IO price but if this is a separate market plz advise

on opex.. I am now thinking DFS plant is much more complex than PFS due to the expanded biproducts, especially HPA, so i might be underestimating opex..

again everything in USD unless i put an 'A' in front of it. I always think in USD terms and always post tax terms so thats what I meant in above post