Thanks and good to have some quality quantitative FA...

Thanks and good to have some quality quantitative FA posts.

@setfire2thehive has been good for showing our massively undervalued NPV, which still wouldn't be near 10%!!

https://hotcopper.com.au/threads/ann-investor-presentation-march-2021.5938582/page-21?post_id=51462497https://hotcopper.com.au/threads/ann-investor-presentation-march-2021.5938582/page-23?post_id=51463139

and that is without the boost from Petalite recovery and pricing.

I'm picking the NPV will head to A$1.5B
New DFS upgraded on the way.

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If you do a NPV based valuation on Peers with a $1.5Billion val. Then you get this....


You should be applying other future valuations to other companies on this basis though. I.e CXO and AVZ Likely have a much bigger NPV if you include their expanded resources. I do try keep my analysis based of published information.

Can be fun to play with future values (though you should do it across all peers if doing that) https://docs.google.com/spreadsheets/d/1hnfM3dwXPStNb6x7aC8D4NA8G2JhS23amSL63orw9Y8/edit#gid=1592668629