RE:Lithium prices up !!I was trying to figure out how much higher LCE prices would impact the NPV of $726M calculated at $10K/T.
If we use ballpark figures like 20T LCE/year and an extra $2K/T that's $40M more in revenues/year, over 17 years with 8% dicount rate = $364M ($1.09B NPV)
With $50M more per year that's an $456M ($1.186B NPV)
NOU is currently trading at 1.65x NPV ($1.2B / $726M), with the same premium applied to a higher NPV CRE would be at $9-$10 at 200M shares
Btw these are just round numbers and I used a calculator on Google, but does this make sense? Again, this is not accurate at all, just ballpark numbers