After the option agreement news, Euroz have a new report out which models use of the Reynard plant and they estimate AISC around 980 aud /t = 645 usd /t
So the "lower for longer" scenario is not really a problem.
The shallow / surface high-grade zone will presumably be phase 1, which I think will look something like this:
2.2mtpa @ 1.4% grade and 75% recovery and 85% utilisation = 327ktpa SC6 equivalent
328kt SC6 equiv @ 645 usd /t AISC and 1150 usd /t sale price = 250m aud EBITDA /yr
328kt SC6 equiv @ 645 usd /t AISC and 1250 usd /t sale price = 300m aud EBITDA /yr
328kt SC6 equiv @ 645 usd /t AISC and 1350 usd /t sale price = 350m aud EBITDA /yr
328kt SC6 equiv @ 645 usd /t AISC and 1450 usd /t sale price = 400m aud EBITDA /yr
328kt SC6 equiv @ 645 usd /t AISC and 1550 usd /t sale price = 450m aud EBITDA /yr
328kt SC6 equiv @ 645 usd /t AISC and 1650 usd /t sale price = 500m aud EBITDA /yr
Let's hope we can use those 500m CAD tax credits
- Forums
- ASX - By Stock
- WR1
- Ann: Exclusive option to Acquire Renard Project
Ann: Exclusive option to Acquire Renard Project, page-242
-
- There are more pages in this discussion • 264 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add WR1 (ASX) to my watchlist
|
|||||
Last
80.5¢ |
Change
-0.050(5.85%) |
Mkt cap ! $158.3M |
Open | High | Low | Value | Volume |
85.0¢ | 85.0¢ | 80.5¢ | $346.4K | 418.7K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 5439 | 80.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
81.5¢ | 44649 | 5 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
4 | 11244 | 0.805 |
12 | 53308 | 0.800 |
6 | 43767 | 0.795 |
4 | 69350 | 0.790 |
3 | 28152 | 0.785 |
Price($) | Vol. | No. |
---|---|---|
0.815 | 44649 | 5 |
0.820 | 7251 | 2 |
0.825 | 29753 | 4 |
0.835 | 21444 | 5 |
0.840 | 12784 | 2 |
Last trade - 12.04pm 21/06/2024 (20 minute delay) ? |
Featured News
WR1 (ASX) Chart |
The Watchlist
HAR
HARANGA RESOURCES LIMITED.
Peter Batten, MD
Peter Batten
MD
Previous Video
Next Video
SPONSORED BY The Market Online