Are you joking? Owen Hegarty? I know well who Owen Hegarty is. When I was a newbie, he was the poster boy in investor magazines but I used to scream on chat sites: sell OX sell its monstrously over valued. Yes. The OX investors got burned very badly.
I just browsed some broker reports on my iPhone
A capital intensity of $350/t is hard the believe. I know HFR don't have infrastructure capex but the mill & mine still cost money and their low grade ore means a big mill.
Did I read right Conocord forecasting 800kt + 750kt per annum?
Personally I am very skeptical of that given the grade is only 19% KCI on average & it is not the purist ore (see my previous posts)
Anyway . As I said, I will wait for the PFS
Also POT sold at $250/t last quarter or so but potash prices are picking up with last Indian sales I recall at $328/t or so
Good luck.
Opex will be high for HFR near $200/t
going higher, page-11
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Last
31.0¢ |
Change
-0.020(6.06%) |
Mkt cap ! $121.5M | |||
| Open | High | Low | Value | Volume |
| 33.0¢ | 33.0¢ | 30.5¢ | $99.98K | 316.5K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 999 | 31.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 33.0¢ | 150206 | 4 |
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| Last trade - 16.10pm 01/10/2024 (20 minute delay) ? |
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