RE:RE:Q1: Is Moly removed from NPVHi Sooner
I did read your previous posts on Moly, however to be clear, I am saying that moly is not included at all in NPV. I get your point that spot moly vs the long term base case is a justifiable argument for a higher price.
On slide x (M3-PN200352-Casino-Feasibility-Study-NI-43-101-Technical-Report_compressed)
1.1 KEY DATA
Molybdenum – 346 million pounds
Moly
346 M lbs * $13 USD /lbs = 4,498,000,000 = approx $5 B USD (not including costs)
ok, take 50% for costs, that still leaves $2.5 B USD
And remember, I am using the second lowest price in the sensitivity model.
I appreciate your answer but saying people are not interested in moly is like saying
saying a 20k car is only worth 10k because the buyer isn't interested in rear seats.
The NPV(8%) figure in WRN_Corporate_Presentation_Jan_2023 seems to dissmiss moly entirely.
That to me is odd and unexplained.