QPM General Discussion Thread, page-1492

  1. 927 Posts.
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    This is obviously only my opinion, but I think there are too much rerate expectations from the DFS and that's bound to create some disappointment.
    Much of it is already known and factored into the SP.
    There's a bit of variability on the Opex and Capex but nothing that should cause a doubling or tripling of the share price IMO.

    The value created by announcements is linked to how much it derisks the project, so NAIF confirmation (big one if indeed 500m$), clarity on the funding structure especially the equity part and ultimately the FID are much more important than the DFS in this regard, I reckon.

    Last edited by BobbyMorane: 11/11/22
 
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