CDU 0.00% 23.5¢ cudeco limited

oz minerals buying copper deposits, page-20

  1. 9,862 Posts.
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    Is Rocklands potentially the cheapest capex/t of future Cu production?

    Okay I put some number up for OZL's new acquisition yesterday that appear to be seriously underestimating the low capex/tpa of production for Rocklands. One of the best analyst who is critical of forecast production numbers for the likes of NCM, EQN, BHP etc and is usually closest to the mark has suggested OZL block cave mining will require closer to $3.5B capex and can only produce 50ktpa to max 150ktpa...

    Updated comparison:

    CDU Capex Rocklands $200M
    Prodn p.a 30Ktpa to 120Ktpa
    Capex/t p.a. $6667 to $1167

    OZL capex Carrapateena if $3.5
    Production at 50kpta = $70,000/tpa
    Production at 150kpta = $23,333/tpa

    Comments??????




 
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