what is the impact on project value at todays Cu, Zn and AUD prices? Rough back of the envelope-
Cu revenue is additional $3.6m pa above base case.
By product credits
Zn +$7.9m (this is the mover)
Ag -$720k
additional net by product credit of $7.18m or -20c off C1.
Hence, todays market pricing represents addition to net revenue of $10.78m pa and C1 reduces to $1.37lb.
If you extrapolate over say 9 year mine life I reckon it adds approx. $50m to NPV (pre tax) or 3.2cps.
If the currency falls to .85 the NPV goes up by ~$90m..
The mkt price assumes this project is going nowhere with VXR, but by not even doing anything it has appreciated by 3cps and most likely 6cps when the AUD$ eventually goes lower.
what's up?, page-4
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