AGY argosy minerals limited

AGY LOM Equivalent, page-7

  1. 14,783 Posts.
    lightbulb Created with Sketch. 9043
    Haters gonna hate.... LMFAO!

    Re NPV, a LOT has happened since the 2018 PEA.
    The pricing (and cost) landscape has evolved significantly. No-one can reasonably deny this.

    Consider the following example scenario from the PEA, to illustrate sensitivity to pricing:

    https://hotcopper.com.au/data/attachments/4674/4674286-8def316da03a7afa19de91c5db72187a.jpg

    Key takeaways:
    - At a product price of $15,500/t, the NPV of a 15ktpa operation is around $650M
    - If that price increases to $20,000/t, the NPV increases to above $1B, and the IRR exceeds 90%

    Let that sink in.
    For the production scenario of 15ktpa for 11 years, an increase of "only" $4,500/t pricing raises the NPV by almost $400M..
    Read that again.

    What happens at $25,000/t...?
    What happens at $30,000/t...?
    What happens if (when) we increase the LOM and/or production rate after the current drilling campaign...?

    Some people need to type less and do more MATHS imo.


    DYOR and $$$ schedules.


    $$$$$$$$$$$$$$$$$$$$$$$$$$$$$$AGY

    https://hotcopper.com.au/data/attachments/4674/4674278-a30a5c520ddcbc099bd94cf645be783b.jpg

 
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Last
2.7¢
Change
-0.001(3.57%)
Mkt cap ! $41.46M
Open High Low Value Volume
2.8¢ 2.8¢ 2.7¢ $28.93K 1.061M

Buyers (Bids)

No. Vol. Price($)
13 1984193 2.7¢
 

Sellers (Offers)

Price($) Vol. No.
2.8¢ 235906 2
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Last trade - 16.10pm 07/08/2025 (20 minute delay) ?
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