NVA 2.63% 18.5¢ nova minerals limited

POG, page-224

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    SS2 assumes $1800.
    +10% adds $288m USD
    $2100 is +16.67%, so +$479m
    At the time of SS2, they said '$1800 assumption, $2000 current'.
    So +5% or +$144m since that time.
    But adjust for inflation in costs (OPEX+CAPEX), which is -$222m per 10%. I don't know what the inflation in costs would be exactly since that time.
    That ignores change in Discount Rate.
    Last edited by danbradster: 04/12/23
 
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