being a financial consultant I am not too fussed about doing a...

being a financial consultant I am not too fussed about doing a detailed $$ analysis when there are so many variables involved at these early stages . I look at the direction in which company is proceeding and look at Macro economics and fundamentals .

Read the article this morning and it had reference to critical minerals , Austrade , opening up of investment opportunities across borders & that’s enough for me to make a call on industry or sector I want to have my investments in .

i already discounted my numbers by 50% by not giving value to two of their projects and also discounted the NPV to $1bn per project if they are successful from their expected $1.3bn , so I guess my assumptions are conservative. Also, i’ll be happy with even hitting 50% of the target with my assumptions over coming years and still i’ll be Ahead in the game .

Thanks for for your concern though _()_

Cheers
Trader Guy