I like the general thematic of Renascor and the tier one nature of their flagship project but are there any HC members who have a good understanding of the Siviour BAM Project that can provide some clarity on the following to allow me to assess its fundamental value relative to current market capitalisation of circa A$425m:
I see the June 2020 project study resulted in an NPV(10) of US$499m (~A$770m at current exchange rates) based on stage 1 production of 28k tpa of PSG:Any information is greatly appreciated.
- Do we know what the current updated study is contemplating as its increase to planned production capacity for stage 1?
- What are the current total capital costs for stage 1?
- What funding has already been conditionally secured (above the A$185m loan facility from Export Finance Australia) to fund this?
- I know it is subject to a feasibility study now but has Company provided any indication on what the numbers for proposed Stage 2 look like? ie. Production rates, NPV, capex, Life of Mine?
- What is the project construction time and planned timing of first production?
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