NPV 10 is a billion in AUD in mining inventory.
Traditionally mining stocks dont get discounted by the NPV10, they are much less discounted in production. this will trade around $1bil market cap(plus the debt) or $2bil EV in production. its semi infrastructure type valuation. look at LYC.
Add some dilution, this is still a treble from these levels.
Its got significant production upside once in production through incremental trains.
Look at all the lithium stocks on the asx. this is much better as 'rare earths' no competitors.
Looking strong, page-164
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