Just to provide some context with the recent higher move in POG:
The Scoping Study was undertaken at US$1,850/oz gold.
As I type, the current POG is US$2,155/oz which equates to a 16.5% increase on the scoping study base case.
According to the Scoping Study sensitivity, a 15% increase in commodity prices (see below) leads to an increase in the Post Tax NPV from US$394.6m (A$598.72) to US$547.9m (A$831.32m).
Nevermind that the scoping study is only based on 1.134Moz AuEq of the total current Sturec resource of 2.868Moz AuEq.
...And yet our MC is A$32.12m...
Crazy.
The Gold Gods are delivering Gino quite the negotiating position.
Ann: Update on Offer Received from Trans Metal Fund LP, page-44
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Last
14.0¢ |
Change
0.000(0.00%) |
Mkt cap ! $29.22M | |||
| Open | High | Low | Value | Volume |
| 13.0¢ | 14.0¢ | 12.5¢ | $9.223K | 70.50K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 50000 | 13.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 14.0¢ | 5193 | 2 |
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| MTC (ASX) Chart |