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17:04
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Originally posted by eshmun
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If you are looking at this as an investment (medium to long term) as opposed to a trading opportunity, my opinion is that there are some aspirational elements involved with the transport solutions that remain outside of the company's control so should be consider when trying to digest any FS that is delivered in terms of timelines and eventual dollars per km (ie transport costs that will remain to be negotiated if the company doesn't own the infrastructure, which it couldn't possibly based on a project of this scale). Time can effect the NPV and also given that the lithium market is not as yet mature the pricing mechanisms/revenue drivers remain uncertain.
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Of course. I am not even arguing that BGS will trade at NPV. Was more the fact that it's pretty simple for a company to increase NPV by increasing reserve categorisation.
