NAL + Authier NPV = $1.9B = $0.37 per share. That's very conservative.
Both NAL and Authier have considerable upside for mine expansions as well. A 50% expansion with 50% increase in ore capacity means not simply 50% increase in NPV but at least 70%, because of marginal cost in operating expenditure.
I am expecting Tansim to be double the size of NAL ore body and Moblan to be double the size of Tansim. I think rounding off my own calculated project NPV for all those projects together comes to $10B NPV. Share price should be around $2. Estimated date to reach this price 30 June 2024. This date assumes Sayona continues with its drilling plans concurrently and not staggered.
I haven't accounted for Lithium hydroxide or carbonate processing plant NPV.
All in my opinion only.
NAL + Authier NPV = $1.9B = $0.37 per share. That's very...
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