Hi all as a current holder I am curious to know how you all value the company at present? I know with a 10year LOM (stage 1 dfs + extension scoping study + Li Fines Scoping study) NPV is A$411m. Current MC is circa A$420 mil.
I want to know what can actually add value other than the obvious resource upgrade via drilling over the short term. Lithium spot prices going higher may drive a little momentum. The FID I cant see moving sp drastically as it almost a given that there will be a decision to mine. I see a period of consolidation once construction is underway and for most of 2022. Anyway my 2 cents worth. Be good to hear what your thoughts are.
Hi all as a current holder I am curious to know how you all...
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