It's really 2 things for me.
new face of the board
and the transport component on the dfs.
the rest writes itself.
most people can/have pretty reasonably estimated economy of scale.
project is highly economic. just need the DFS to be clear, concise and conservative. The main point of conjecture will be lithium price. I'd find it intrinsically valuable if they used absolute dirt numbers like 600USD and prove how economic it is at the worst possible deal and then an upper figure using details from the met testing for a 6.5-7% spod grade with a cited price from someone.
What's going to be really interesting is that if the study is only for Roche, you can literally double everything including the NPV for an identical arrangement on D'Lest.
AVZ is now sharing market caps with tin exploration mobs, despite having 20 times as much tin and 2billion tonnes more lithium.
Should just open up a tin mine here! oh wait...
SF2TH
It's really 2 things for me.new face of the boardand the...
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