RE: Can someone help me with the maths please?23 Mar 2021 08:10
Tsibis, I think you're right to be cautious and grounded in published data. But I also think that EMH' circumstances have changed beyond recognition since the PFS was written. CEZ involvement, the burgeoning lithium market and clear demand for way more than the PFS was based upon, the acknowledgement that output from the Cinovec mine can be increased relatively easily, and that EU funding will be forthcoming.... these are all game changers, and it would be foolish not to include them in any assessment of likely value here. The PFS may be a useful baseline, but it's clear that were it to be written now, different assumptions would be made. This isn't fantasising, it's rational hypothesising.. prediction even.