General Discussions, page-14435

I've had a crack at running the numbers based on phase 1 production.



I'm not at all experienced with these types of fundamental analysis calcs, so there's a good chance the above is complete rubbish. Feel free to correct me on the above.

Some questions I have that perhaps someone can assist with:

1. Are there any projected sales price for PSG over the next 2-10 years that have been published? All i can really find is deficit projections. These would lead me to think that the sales price projected in the DFS is (very) conservative.
2. Does anyone know what the terms are of the Govt Loan Facility? Interest rates etc, haven't had much luck finding terms.
3. Do we know what the commercials are like RE the offtakes - specifically how the sales prices will be calculated. If Lithium has taught me anything, it's that some offtakes lead to realized sales prices way below spot prices. Impacts the profitability in a big way. Would be a shame to sell significant capacity at some fixed price given the forecasted defecits.