Running discussion on SP, page-38265

Hello ladies, happy Friday!

Where else would you rather be then sitting on hot copper sharing thoughts on valuation of AVZ and its peers!

I found a little NPV calculator and have used the following figures from my last Wedge earnings calculations. Its not going to be spot on but close anyway

Total CAPEX using case 3=$545,470,000

		With wedge results	Without wedge results
1	NPAT 75% to AVZ	$6,788,186,666.67	$4,502,188,633
2	Average annual NPAT	$242,435,238.09 (28 Years)	$225,109,432
3	EPS 3 Billion	0.080	0.075
4	SP P/E 10	$0.80 USD = $1.04 AUD	$ 0.75 USD
5	SP P/E 15	$1.20 USD = $ 1.56 AUD	$ 1.125 USD
6	SP P/E 35 (The honey pot)	$2.80 USD = $ 3.64 AUD	$2.625 USD

Of course we are in USD so convert 1,710,769,665 to AUD....
..............................................................................................................Drum roll please!

Revised DFS figures for NPV of Manono possibly sit around the 2,207,986,050 AUD!