RE:RE:Upcoming PEA!Now I'm curious... are the calculations for PEA, PFS, and DFS different?
I'm wondering because I can't see anyone using $13,500 USD per tonne for LiOH given the market trend... I had kind of expected a double on that piece but would like to hear why that wouldn't be considered. How about $20,000 USD per tonne, meaning an increase of only 48%
Add to that the fact that the tonnage used for the 2021 PEA was around 24 tonnes, while we're now considering about 58 tonnes, an increase of 140% or so.
Given those two things, I expected the PFS to work out to around 3.46 billion USD... 974mm * 1.48 * 2.40.
I understand that we're looking at a staged approach that may introduce additional costs but I suspect they're not doing that in order to reduce the NPV. Not a lot of sense in that.
I am open to comments on the math... the more the merrier.