End Game - Numbers Prices for Lithium may move up to 17-18K in the fall. We all know Bill would never use such a price for a FS... and it would have to be secure on the downside as well....so i'm guessing the FS (if we even get to one) - will be dropped 30% lower or so - maybe around 12-13K
At 13K, with 31K tonnes of hydroxide at an OPEX of 3K.... we're looking at an IRR of about 78% after 8% discount....... for a NPV of 2.2 Billion USD
For someone to buyout completely (yes, total ownership) at a value of 40-50% of the project (EV/NPV) is more than reasonable for such a project - and that's if the reserves in the mine plan stay as is - we all know it can be scaled easier with chloride.
That puts us around 7x from here in CAD terms... for 9.30-$10.20ish CAD.
Using the same valuations given to standard lithium would be well over 40 dollars......9-10 CAD is far more realistic..
To put it in perscpective.... if TSLA were to buy CYP outright for 50% of the project's value using numbers above.... it would only be about 0.15% of their market cap.... or nearly 1/7th of 1 percent...
It's waaaay overdue and far past the time for NDAs to hide behind the so called talks.... either put up or get out.
Management has a responsibility to get the share price as high as they can for shareholders - so these NDAs better not be a NDA for much longer.
AGM is approaching....