I've had a go at a couple more scenarios below - using 1.9bn SOI...

I've had a go at a couple more scenarios below - using 1.9bn SOI now.

First, the original DFS from 2021, so see if my numbers align with those published (yeh not far off). There was only a ~7 year mine life, although they talked about extensions at the time.



I was going to have a go at the Goldman Sachs scenario but I can't find the original report with year-by-year assumptions. BPLithium gave a good summary in an earlier post but not enough to build a model from.

But I have taken the PLS revenue numbers into a new model which assumes a 10 year mine life and USD500/t cost. PLS reported USD5,668/t for SC5.4. We are planning to ship SC5.8 so I used a higher price. There's a big assumption here that our offtake contracts are as favourable/flexible as those of PLS.



In this scenario... happy days

Not advice.

Figaro