they wouldn't get the advantage of AUD depreciation as they would be both cost and rev in usd, but yes the ramp up would potentially benefit and definitely inflate current npv calcs
however in valuation it's the initial period which is most telling with a DCF valuation, so that should help the comparability of the mc's
any others, maybe from non-asx listings, that people know of that are good proxies for where BOE mc could head?
BOE Price at posting:
2.7¢ Sentiment: Buy Disclosure: Held
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