okay, I am a sucker for a calculation. So here goes.
Remember this chart LTR used to use in its presentations? It's an oldie but a goodie.
If we assume hydroxide price is equal to carbonate price, even though I think hydroxide stays at a premium, and the relationship between SC6 and hydroxide price stays around 8%, US$36,380 for carbonate equates to SC6 price of approx $US3000/tonne (36,380 x 0.08).
From LTR NPV calculation in graph above, there is a fairly linear relationship between SC6 price and NPV. Note, at US$3,000/tonne, NPV is off the charts, so has to be extrapolated.
From chart, at US$1,000/tonne, NPV = A$2.5bil. At US$2,000/tonne, NPV = A$7bil.
Extrapolation shows that at US$3,000/tonne, NPV well over A$10bil imo.
Happy Easter.
G
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