I think Muchea,is going to be in a similar ballpark as they can only realistically forecast on 2 million tpa output and 25 year mine life.
The differences will be the grades and therefore prices per ton, and the logistics.
Unknown factors obviously are what part CSG plan to play, and whether we can get to the stage of a glass factory on site!
So my "guesstimate" is for 3 projects:
Say add another 3 to 3.5 billion in sales for muchea, total $7.8 to $8.3 billion in sales combined, 25 year
Maybe $700,000,000 ungeared NPV combined
Maybe $2.4 billion cashflow combined
It makes Argonauts speculative tip of 40c to 89c per share seem a bit pessimistic, lol.
Anyone care to estimate dividends on this?!
New Report, page-104
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