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$2.69 pilbara minerals limited

Part 3 - Takeover vs Offtake, page-47

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423 Posts.

30/08/16

22:34

Post #: 18807159
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Originally posted by binwood ↑

I suggested as much the day we got the resource upgrade. You can see from the number of TU's you have gotten what the masses think of this :/ . Imo though it is a real risk. A DFS using $460/tonne and 2Mtpa over 35 years will produce an NPV of 600-700m. Is that really what people want to be putting forward if there is a potential T/O in the wings.

Those with analytical skills and who are part of the email group need to be putting together numbers and running scenario's like PB has. Beer and Co did an updated report on AJM today that suggested some of the combined things from the recent agreement between the two companies may lower OPEX, these kinds of things need to be factored in.

Someone (possibly Oz) will need to be willing to present alternative numbers to the DFS to interested parties in the event we get a dud DFS, otherwise this won't be making anyone any money. There is so much potential here but it needs to be displayed properly.

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@binwood - hi, great post! One of those hectic weekends, will reply to mail soon

PLS Price at posting: 52.0¢ Sentiment: Buy Disclosure: Held
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(20min delay)
Last $2.69		Change -0.100(3.58%)		Mkt cap ! $8.100B

Open	High	Low	Value	Volume
$2.76	$2.76	$2.64	$113.9M	42.48M

Buyers (Bids)

No.	Vol.	Price($)
22	171620	$2.68

Sellers (Offers)

Price($)	Vol.	No.
$2.69	87000	2

View Market Depth

No.	Vol.	Price($)
21	171247	2.680
15	628752	2.670
36	427060	2.660
77	288959	2.650
71	439642	2.640

Price($)	Vol.	No.
2.690	87000	2
2.700	49919	2
2.710	288424	9
2.720	700050	11
2.730	280742	3

Last trade - 16.10pm 16/10/2024 (20 minute delay)

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