Better than eyeballing it which is tough with NPV calculations (unless you see exponential equations in colours like Doug from Weeds LOL!)...

$3.53B Capex & Golf's metal prices

Plunking Golfyeti's 3yr price projections into my spreadsheet ( CU $3.86, AU $1496, Ag $29.33 (overall pit grade of 1.7gpt)) and still using the $15/lb Mo price...

Capex on a 150ktpd operation at $3.53B (a bit optomistic)

I get a NPV (8%) of $11.01B, IRR of 24% => $6.84/FD share before factoring in the value of TcK's earn-in/financing.

$4.03B Capex & Golf's metal prices

Adding another $500M to Capex (i.e. total $4.03B) may be a bit more realistic/conservative. With the same figures as above and more Capex, I calculate: NPV(8%) of $10.5B, IRR of 21.0% => $6.52/FD share

So... Golfyeti was pretty close at $6.33/share.

dyodd

Do any Moly bugs out there have an idea of what the 3yr price for Mo is going for?