Running discussion on SP, page-59346

A rough calculation on the effect of the increase in pricing of SC6 and LCE.

Using AVZ's DFS Apr-2020 pricing and LTR/LPI's DFS pricing of SC6 and LCE, it is estimated that AVZ will have an incremental revenue of approx. US$633.17m p.a.

At 20% discount rate and 20 years LOM and 0.73c FX rate, this increase in revenue will add about AUD $4b to the bottom line (pre tax) or ~ AUD $2.96b post tax (@ 30% tax rate). This is an equivalent of ~0.92c per share. No wonder NF was talking about champagne when the new DFS/BFS is released.