*** All number are in AUD
MGT Prepared 26/01/2021 2013 PFS 2021 PFS My Guesstimate Production estimate 9.3 mtpa 10 mtpa Capex $1.2b $1b wild guess - with selective mining approach and use of existing infrastructure, it could go lower OPEX C1 Estimate $69/t AUD$55 Roughly 20% saving with next ore tech as per NextOre CEO Chris Beal. It should be much lower than this with the use of existing iinfrastructure and selective mining. NPV $2.2b $4.9b NPV calculated at 14% discount rate in line with 2013 PFS EBITDA $442m/ year $785m/year Forward Iron ore price $120/t $137.5/t Calculated USD110 at 0.80 AUD. Based on USD90 base price of FE 62% assuming we produce 67% FE at $4 premium per fe% Life of Mine 50 years 50 years Forex Estimate USD1:AUD1 USD1:AUD0.80 Total SOI 4b Assuming another 1.1b issue for future CR Estimated price per share by the time we go to production $1.225/share Upside potential 5733% Hey Guys, this is what I came up with. I estimated based on production rate of 10mtpa. The comparison is based on 2013 optimized PFS.
I know some of my estimates are conservative like iron ore price by the time we go into production is estimated at usd90/t. It could be higher.
I would appreciate you guys views/correction.
Note: This is strictly my opinion only, not financial advice, DYOR.
MGT share price, page-1404
-
-
- There are more pages in this discussion • 12,525 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add MGT (ASX) to my watchlist
|
|||||
Last
30.5¢ |
Change
0.005(1.67%) |
Mkt cap ! $30.02M |
Open | High | Low | Value | Volume |
30.0¢ | 30.5¢ | 30.0¢ | $51.59K | 169.3K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
3 | 128999 | 30.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
30.5¢ | 35523 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
3 | 128999 | 0.300 |
4 | 35689 | 0.295 |
8 | 86150 | 0.290 |
3 | 20099 | 0.285 |
2 | 28140 | 0.280 |
Price($) | Vol. | No. |
---|---|---|
0.305 | 35523 | 1 |
0.315 | 52000 | 1 |
0.320 | 18114 | 2 |
0.330 | 33657 | 1 |
0.340 | 10300 | 1 |
Last trade - 15.31pm 12/07/2024 (20 minute delay) ? |
Featured News
MGT (ASX) Chart |