ZYL have done a great job in their communication on this one. Well structured, clear,conservative and delivered as promised, not subsequent to the end of Nov.
I care a lot about profitability and I could glean the Price, Qty, Cost variables easily.
My selfish takeaways:
+ We are going to sell it for a higher price than reported.
+ We are going to sell greater volumes than reported.
+ We are going to make cost savings from the new Maputo port investment, and economies of scale on logistics.
+ As the mine transitions to UG, OpEx will shrink, and production (tonnes/a) will ramp up.
+ Owner-operated contractor = best financial upside, least risk.
-
- There are more pages in this discussion • 42 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add to My Watchlist
What is My Watchlist?
 (20min delay)
|
|||||
|
Last
0.6¢ |
Change
-0.001(14.3%) |
Mkt cap ! $31.62M | |||
| Open | High | Low | Value | Volume |
| 0.7¢ | 0.7¢ | 0.6¢ | $7.567K | 1.185M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 22 | 14595632 | 0.6¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 0.7¢ | 29209716 | 39 |
View Market Depth
| Last trade - 16.10pm 17/07/2025 (20 minute delay) ? |
| AZL (ASX) Chart |