Can those who’ve given a future SP estimate (and anyone else who has an opinion) show some basic methodology, if preferred can focus on revenue for now, just napkin style numbers will do fine. Tariffs can drastically affect prices & therefore margins so if you believe S/G will sell @ $20k per tonne then base it on that. (just use an overall average price for now). Same with production, you may believe by 2030 it’s 95,000t If SP predictions can be tabled, there has to be some relation to revenue.
ie.. S/G production 50,000t by 2030, .. average selling price $10,000 per tonne, therefore…
NAM revenue $500m BTS $10m BTS cathode (licensing) $20m
Revenue 2030 $530m
Thanks in advance
NVX Price at posting:
39.5¢ Sentiment: None Disclosure: Held
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