I like this...............
M&A or stand alone options
Spectrum lies 165km from Ramelius’ Mt Magnet operation (0.5g/t AuEq
trucking cost), and 254km from Goldfields’ Agnew mill (0.7g/t AuEq trucking
cost). However, given the grades, a 500km distance sees dozens of mills from
Jundee to Coolgardie and still only equates to 1.3g/t AuEq. We estimate an
NPV5%-1350 of ~A$230m (A16c/sh) for just 300koz (similar on self-build or 3rd
party treat), extremely high IRR and low cost. While entirely speculative, this
grows to SCPe A$430-630m (~30-40c/sh) at 600-900koz.
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