Thanks for the feedback, appreciate the kind words.
What you've explained is basically already in the OFS, it's just displayed as the usual sensitivity table.
But agree having the raw number there as well would be good. That was mentioned in discussion.
But essentially NPV base is the line down the middle.
Want to know the NPV for 20% price increase. (so 736usd/t becomes 890usd/t) then take value at end of blue bar. So 650M USD NPV.
10% increase lands you in the middle of the blue bar maybe around 540M USD.
Discount rate decrease? 10% is the mid-point and 6% the far end of the blue bar. So 8% is the mid-point.
So keep the same SC6 price but use 8% discount rate around 540M USD NPV.
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Hope that explains how to read these.
For those wondering about the discrepancy from the roskill figures in PSC in OFS and roskill figures from LTR.
![]()
4 points.
1) Roskill recently updated them
2) PSC used contract price not spot price
3) Highlighted section suggests it specifically is calculated to reflect offtake arrangement. (perhaps the SC6 as an input from hydroxide/carbonate - similar offtake pricing arrangement across the board)
4) 50usd/t difference between CIF china and FOB Beira
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