What forecast for scandium should I use? Current sales prices like Niocorp, or the much lower price that ALL Australian miners are using?
Should I use 100-200 tpa of production, as they are capable of, or the 10tpa that they assumed for the life of mine on the chance that the Sc market does not grow as some have predicted.
What about CAPEX? CLQ included capex to expand production, but did not assume the revenues of added production in the NPV.
I’ve detailed how I came to my $5 max on Niocorp multiple times on this board. One can easily recreate that for CLQ if they would like to do that due diligence. The CLQ feasibility study is much more conservative than NB’s, meaning that if I wanted to calculate the maximum possible value for the Sunrise mine it would take far more number crunching than I am in a mood to do.
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