Australia's largest stock trading and investment forum Australia's #1 stock forum

HIO

4.35%

2.2¢ hawsons iron ltd

PROJECT VALUATIONS, page-40

First 40 Last

Share
Profile

Follow
Mas37

1,252 Posts.

377

21/10/22

07:46

Post #: 64311853
Share

Originally posted by Gardengirl: ↑

In the full PFS (2017) posted here previously, you can see the economics were staggering at fe $63/tn and even more staggering now with IO prices at fe$100/tn. As for interest rates, they are still historically low. In 2017 the cash rate was 2% compared to 2.5% today hardly earth shattering (as implied by the announcement). For perspective between 2000 and 2010 it was 6%-7% in the middle of a mining boom...!!! As for the lower AU dollar that is actually a positive for AU miners not a negative. It makes foreign investment in the project more attractive. Yes the cost of materials and construction may have gone up, due to inflation, but so what, we are starting from the lowest cost curve in the industry, using existing infrastructure, with IO prices double what they were in 2017, and a bigger premium for high grade due to the shift to decarbonisation, so in truth and in fact, the project that we invested in (not the one Bryan dreamt up one night) is more economic now than it was in 2017, all we really need is a competent management group to take the ball and run with it.

Expand

Bryan said the offtake interest wa multiple of 20 mtpa..
Now, he should do a offtake agreement and get additional funding for BFS in cash... with 5 to 10 mtpa revised scope we would complete updated BFS in 6 months...

HIO Price at posting: 11.0¢ Sentiment: Hold Disclosure: Held
14 Upvote

0 Great analysis

Reply

Top Stories

TLG

Talga Group wins key permit for flagship graphite mine in Sweden

SWP

Swoop lobs $18M offer at microcap telecom Vonex – in which it holds 19.9%

What's causing the cost-of-living crisis, and how to navigate it

MKT

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

NVU

Nanoveu surges 10% after benchmark testing for new AI chip begins

IRX

InhaleRX snags $38.5M in funding from VC biotech funder Clendon

MTH

Mithril's drilling in Mexico picks up silver at 997g/t, gold at 28g/t

Week 42 Wrap: HotCopper's top picks; new ASX 200 record; world yawns at war

SNX

Sierra Nevada raises $2M for silver exploration at Blackhawk

M4M

Macro, Norden set up transport solutions initiative for West Pilbara