RE:This will be large!!! In your analysis...you need to work in annual production. The deal with Glencore is 4M annually. I think the port can handle a maximum of 6M annually...what this means is that the life of mine goes up substantially, but your calcuation of net profit per year drops.
30x 4,000,000 = 120M profit
PV per share then is about 40 cents.
Now if the port expands....different story.