Sensativity on Spod price vs Peers

Just pulling some numbers out of the DFS.

If we pull out the spod price impact to NPV we get the below:


If we use the $1390/t that LTR used we get a NPV of US$5,557m or A$7,410m (Adjust for ownership and ignore the fact we have one of the biggest lithium companies in the world partnered with us, that gives us A$2,964m). For a market cap of $850m but lets not forget the gold. which almost all the analysts agree is worth A$650m +. Lets say the lithium is currently worth $0.24/share. Based on LTR we could be looking at $1.99/share for just the lithium... Over $2.50 if you include the gold. Obviously not apples and apples. But plenty of upside from here...


As always DYOR and happy to see alternative calculations if I have missed something, I may have made a few errors putting this together over the last 15 minutes.