yeah that "traffic light" I shared was entirely the original Feb 2022 base case.
more recenlty on the 24th of October 2022 as part of the Antimony announcement, LoM was communicated to be extended to 7 years from the 6 years (I too agree and recall prior mentions of potentially 8 years too, but I guess the last thing advised is the info to run with)
I've actually done a "traffic light" version for the Antimony announcement, but my method will be to reconile the differences in those numbers back to the base case anyway, something I'm still working through and making a few formatting changes too.
from the Antimony announcement
with what I have already done there, whilst yearly tpa of concentrate is slightly lower overall total concentrate tonnes for LoM is slightly higher actually so essentially it suggests the same ore but being processed to do the extra steps and recovery of the valuable antimony, which was the announcements purpose.
regards NPV (even before the antimony potential) I am feeling thatthe improvedgold priceis abbounting for a bit of a bum to start with. ie the base case is not $218m in my thinking it is a bit higher due to the extra $100 / oz over the $1650 price modelled.
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