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70.0¢ mallee resources limited

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densamer

2,721 Posts.

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20/09/18

17:15

Post #: 35733248
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Originally posted by Kashmir89 ↑

Based on my calculations using the mid-point valuation of US$456m on the new sensitivity chart, that’s a A$650m NPV for MYL’s share, which equates to 50c a share for China pit only, 26% of total known resource today.

Also doesn’t take into account value of other two lodes and exploration upside. Sure there’s a Myanmar discount but a sensible de-risked value should be applied here given they were smart to get two well connected in country partners on-board. One of these partners works with some big multinationals in Myanmar so they are hardly sharks. I doubt Unilever will want to partner with any unsavoury types.

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2 years payback says it all based on the worst case production sharing agreement for only 1/4 of the China pit. It's a money printing machine after 2 years.

MYL Price at posting: 7.0¢ Sentiment: Buy Disclosure: Held
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