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13:36
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Originally posted by Akdjnr:
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Nickel prices are much higher and spot case NPV post tax was $3.5B (nickel price around $19.5k)“The economic return on capital invested downstream is underpinned by superior margins achieved by producing downstream products. We are confident we can deliver a robust downstream processing flow sheet, enabling value to be realised from our mining inventory at Ta Khoa, as well by purchasing and subsequently refining of a range of nickel & cobalt materials. The purchase of third-party nickel & cobalt materials not only adds scale to the downstream business, it also adds diversification and reduces risk across the Company’s portfolio of assets in Vietnam.”
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thanks mate. Although i dont agree with spot pricing for any project as most sales are through off takes and not sold on the spot market. Ill stick with base case figures which are still great as LOM pricing is not on a spot basis also.
