AUM australian mining investments limited

re: t4p...please hear me out

  1. 1,363 Posts.
    Jasper

    Agree with your reasoning and my NPV calcs (assuming US$2/lb which is probably a reasonable guess for medium term) match your NPV closely assuming 25Mt and a 4 MTpa plant operting for 6 years.

    Of course, it does not take a metal giant to work out that going from 25MT to 72 MT has a dramatic effect on NPV.

    Good stuff

 
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