I dont fully understand the WGR merger as it takes the focus off nickel but that said, MLX isnt your pure mining play as it has always maintained various investments.
Worth a recap from 2007
To understand the upside impact, at the current spot price of US$50,000 the
NPV (8% nominal) – Pre-Tax is A$21.5 Billion with an IRR of 94.8%. On the downside
scenario, a similar estimate of these financial measures at US$15,000 per tonne for Nickel
gives an NPV of A$2.6 Billion with an IRR of 22.2%.
Current nickel price is 17k/tonne.
We know from last year, Samsung C&T was interested, an announcement for this asset will happen eventually. Taking a while!
true value, page-30
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Mkt cap ! $448.3M | |||
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