I wouldn't expect DEL to release NPV analysis of SA1 or any project for that matter. NPV is a matter for underlying investors. Saying that without doubt, DEL would be running a corporate financial model and running valuations for SA1 and VIC1 and other projects as part of their book value/accounting/audit processes.
Valid point you raise on capex updated capex guidance. I can't find anything recent on updated SA1 capex disclosure, other than the company saying that $25m from the Tanarra funding is being allocated to fund SA1. I could be wrong however.
Page 45 of the April 2021 Prospects notes the SA1 capex as being $25.3m.
Even if you assumed a 30%-40% increase to this number for cost esclations to say ~$33m-$35m (who knows if that is accurate), between debt funding, current cash reserves and operating cashflows (i.e, from YVW) you'd think they have these increased capex costs covered.
For completness and good transparency, DEL should really provide us an update on final capex that has been achieved rather than hide behind "$25m of Tanarra funding is going to SA1". That suggests not all capex is covered by the funding facility and additional funds needed as per above.
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I wouldn't expect DEL to release NPV analysis of SA1 or any...
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