Bill finished speaking just now at Bell Potter Emerging Leaders Conf-
- WL restart mine plan 10yrs NPV$658M. Using current spot commod prices and TC/RC north of AUD$750m.
- final de-risk phase- finance and offtake, received 14 proposals going through them now, to be finalised by end July.
- Said he sees offtake with a big name is key (Traf, Glencore). Also, strong appetite for debt from project finance banks.
- Definitely looking at strategic assets level deals up to 20%. Mentioned 20% several times and recycling a big cheque.
- Pioneer Dome - mining approvals lodged and expect to to be finalised by August.
- Commercial discussions with 3rd party mills in the region to process PD ore. eg. Bald Hill, Bill wants to partner with MIN on the processing.
- PD could be in production later this year.
- SS - using current spot metals and TC/RC the NPV and free cash is huge, bigger than WL. If operating today would spin of $250m free cash pa.
- IF we get a chunky cheque from a strategic deal, Bill would bring SS forward, possible start the decline asap.
- Big heads up - Potential new Mining services contract with an ex colleague in the Cobar region. Go Mick!
- MIN contract expected to grow.
- Knocking back a lot contracting work in WA.
- Forums
- ASX - By Stock
- DVP
- Ann: ANX: Promising Heap Leach Results from Sulphur Springs
Ann: ANX: Promising Heap Leach Results from Sulphur Springs, page-22
-
- There are more pages in this discussion • 30 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 DVP (ASX) to my watchlist
|
|||||
Last
$1.99 |
Change
0.105(5.57%) |
Mkt cap ! $513.5M |
Open | High | Low | Value | Volume |
$1.95 | $2.05 | $1.94 | $2.325M | 1.167M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 1530 | $1.96 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$2.00 | 3984 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 1530 | 1.960 |
1 | 2988 | 1.955 |
3 | 7263 | 1.950 |
1 | 2988 | 1.945 |
1 | 2988 | 1.940 |
Price($) | Vol. | No. |
---|---|---|
1.995 | 3984 | 1 |
2.000 | 2049 | 2 |
2.020 | 4871 | 1 |
2.030 | 3873 | 2 |
2.040 | 8392 | 1 |
Last trade - 16.10pm 26/07/2024 (20 minute delay) ? |
Featured News
DVP (ASX) Chart |