Yes the current contract price is nearly 400% higher than the one we used in the DFS. Given the supply shortage, there is no way that this is falling back in coming few years to our DFS level. If we stay at $5k spod price ( I think we will stay close) and extrapolate the graph you posted, (from DFS i think it was) we get well over $15b NPV or $7.50 SP approx. (Assuming no further dilution.) To get to that SP , we need to Spod price to stay firm over the next 24 months and we start moving higher and higher closer to production, just like CXO. AIMO
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