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Ann: Blackstone Strengthens Team to Build Ta Khoa Nickel Project, page-32

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GCRocky

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29/10/20

22:13

Post #: 48507407
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Originally posted by bobbydazzler85: ↑

Basically mate we should get lose to our NPV as our market cap.

The closer we get to mining, the further we de-risk, the closer the market cap will move towards the NPV.

I can see blackstone having a market cap of 400mill+ by Q1 2022 which would put it at $1.20-$1.50 share price.

Not bad if you can wait 18 months.....

Things that increase our NPV- more resource and grade improvements. Nickel price continuing to rise to hopefully be circa $9.50/lb.

Concentrator starting ealry, providing cash flow and funding portion of required capex. helps.

Anyone with more experience here correct me if im wrong or jump in with more info.

Price to Net Asset Value (P/NAV)P/NAV is the most important mining valuation metric, period.“Net asset value” is the net present value (NPV) or discounted cash flow (DCF) value of all the future cash flow of the mining asset less any debt plus any cash. The model can be forecast to the end of the mine life and discounted back today because the technical reports have a very detailed Life of Mine plan (LOM).The formula is as follows: P/NAV = Market Capitalization / [NPV of all Mining Assets – Net Debt]For a more detailed overview of P/NAV see our course on mining financial modeling.NAV is a sum-of-the-parts approach to valuation, in that each individual mining asset is independently valued and then added together. Corporate adjustments are made at the end, such as head office overhead or debt.

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@bobbydazzler85 appreciate your forecast and schooling on how to value a mine, thank you. A bit of homework for me to get my head around it, but the concepts aren't too foreign!
I'm hoping that with so many rigs turning our resource and grade get things moving, then throw in a JV, and as you say early mining and we're literally in business.
For the record, I'd be happy with $1.50 by Q1 2022

BSX Price at posting: 35.5¢ Sentiment: Buy Disclosure: Held
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(20min delay)
Last 3.2¢		Change 0.000(0.00%)		Mkt cap ! $16.89M

Open	High	Low	Value	Volume
3.3¢	3.3¢	3.2¢	$5.413K	167.0K

Buyers (Bids)

No.	Vol.	Price($)
2	18014	3.1¢

Sellers (Offers)

Price($)	Vol.	No.
3.6¢	136000	1

View Market Depth

No.	Vol.	Price($)
1	1014	0.031
6	510592	0.030
2	29999	0.029
3	166714	0.028
3	800000	0.026

Price($)	Vol.	No.
0.036	136000	1
0.037	3573	2
0.038	62362	1
0.039	50000	1
0.040	109171	4

Last trade - 15.58pm 11/10/2024 (20 minute delay)

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Ann: Blackstone Strengthens Team to Build Ta Khoa Nickel Project, page-32

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