$5Bn USD NPV based on 100k tpa.
Quarterly says they see demand for 275k by 2025 and 1m by 2030. IMO these volumes are at least going to double.
Then consider that the price of Graphite over a 10 year period will increase by 5x
Any sensible valuation would use around $40k a tonne (4x the current assumption) and volumes of 500k pt.
that's a factor of roughly 20x more than current NPV when combined.
Basic maths.
Check ir out.
$5Bn USD NPV based on 100k tpa.Quarterly says they see demand...
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