based on 88.9mt from a total resource of 370.1mt....
key is the low capex & opex for their projects.
Kanzi
Project Financials (1Mtpa Phosphate rock concentrate) – 100%basis
§ Revenue US$180/t
§ Opex $50.8/t
§ Capex US $106m
§ NPV $626M (pre-tax@10%discount)
§ IRR 58% (pre-tax)
Cacata
Project Financials (800ktpa Phosphate Rock Concentrate) – 100% basis
§ Revenue US$180/t
§ Opex $54.4/t
§ Capex US$157.1m
§ NPV $311M (@10%discount)
§ IRR 40.2% (pre-tax)
Further upside from ...
Chivovo 6.7mt
Mongo Tando 117.7mt
Chibute 150.0mt
Total NPV on a 100% basis could be over $3000m ($3 billion)
http://www.minbos.com/assets/documents/presentations/mnb-marketing-presentation-may-2013.pdf
last broker update...
target $0.66
sp $0.015
http://www.minbos.com/assets/documents/mediaresearch/iirreportapril2013.pdf
Market cap is just plain crazy..
in for a few
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npv$937m vs mkt cap $2m
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Last
5.8¢ |
Change
0.000(0.00%) |
Mkt cap ! $50.96M |
Open | High | Low | Value | Volume |
5.9¢ | 6.0¢ | 5.8¢ | $33.43K | 569.1K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 110000 | 5.8¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
6.0¢ | 144000 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 110000 | 0.058 |
2 | 34492 | 0.057 |
1 | 175000 | 0.056 |
4 | 145000 | 0.055 |
1 | 15094 | 0.053 |
Price($) | Vol. | No. |
---|---|---|
0.060 | 144000 | 2 |
0.062 | 192500 | 3 |
0.064 | 302384 | 2 |
0.065 | 9971 | 1 |
0.066 | 147540 | 1 |
Last trade - 15.33pm 27/09/2024 (20 minute delay) ? |
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