HAV 7.50% 21.5¢ havilah resources limited

Ann: Chairman's Address AGM 2023, page-23

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    * BUMP *

    FWIW below are estimated Kalkaroo NPV11 matrix tables, basis BDO's July 2022 Independent Expert's Report, using the Cu, Au and FX price sensitivities set out in that report, at AUD:USD FX rates of 0.75, 0.70 and 0.65 respectively.

    https://hotcopper.com.au/data/attachments/6116/6116963-efd6404ef1e7874ac7edc0dcfc9bd605.jpg


    E&OE

    If Friedland and others are right regarding the Cu price required to incentivise developers (up to US$15k/t), it would seem the Kalkaroo deal on the table for the next 2-3 weeks is relatively good value i.e. a total potential consideration of A$405m. Time will tell whether any of the interested parties are willing to get ahead of the curve.

    DYOR

 
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