Hi @Mozza01
Thank you for your feedback!
I see that there is a demand for a “Kachi only” version of the table, so I provide it below.
As you wrote, it doesn’t mean that the other 4 projects can’t or don't have a value, it only means that in this below model they are not considered.
You touched another important point, the time frame. I didn’t include any timeframe in my message, as the valuation is event triggered, i.e. we can have a better understanding of the NPV when LKE will assess the value of all 4 brine projects (and maybe the hard rock as well). When they will do these PEA / PFS /DFS assessments is a good question, I actually will submit this to the General Meeting.
After the last CR they said that they will partially use the money to further assess their projects, so I hope that they will do it within 1-2 years, but let’s see.
So here are my “Kachi only” scenarios estimates:
All imho DYOR.
