Ann: Quarterly Report and Production Guidance/Cashflow Report, page-19

How does this compare GS analysis? I think target price is 70 cents.. Earlier post projecting FY24 $700m+ profit.. it look closer to $400m pa, Lithium price holds around these levels. but sounds if resolve teething problem production can improve.. there no drilling results in QTR announcement. If you it around 400m profit p.a. I get $1.6-1.8bn NPV for finniss project depending on discount rate used.

Sounds like information on resource growth was based on old info in the quarterly.. but I noted exploration expenditure increased ..if you continue to get same resource growth with unit exploration spend . Looks promising..

GS makes a big deal about DLE.. but what I gather DLE won't get traction until 2026 and only represent 15% of total potential supply..