i tried a DM on twitter but wasn't able to?
ill just rapid fire some answers for everyones benefit
1) US$300M is about my modelled peak post tax cashflow so A$468M
2) US$1.8Bn post tax NPV8 over 25 years (yes its not a 25 year mine but need to assume something consistent with other projects)
3) NPV has no associated with funding arrangement - if i get a way to send u the model you will see some more colour
4) yes depreciation reduces tax payable, most notably in first 2 years of cashflow
5) im no expert on magnesia either but i found some guidance from asianmetal.com for Magnesia 95% FOB China for ~$250-300
6) youre right the dilution and funding lend to my final share price targets which don't feed into the NPV so i didnt need to mention this
i think my 62% Fe is aligned with consensus IO price but if this is a separate market plz advise
on opex.. I am now thinking DFS plant is much more complex than PFS due to the expanded biproducts, especially HPA, so i might be underestimating opex..
again everything in USD unless i put an 'A' in front of it. I always think in USD terms and always post tax terms so thats what I meant in above post
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Last
3.4¢ |
Change
0.000(0.00%) |
Mkt cap ! $85.72M |
Open | High | Low | Value | Volume |
3.4¢ | 3.4¢ | 3.4¢ | $25.29K | 743.9K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 154595 | 3.4¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
3.5¢ | 510000 | 3 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 154595 | 0.034 |
4 | 323728 | 0.033 |
6 | 406875 | 0.032 |
11 | 1614773 | 0.031 |
6 | 1089266 | 0.030 |
Price($) | Vol. | No. |
---|---|---|
0.035 | 510000 | 3 |
0.036 | 558327 | 5 |
0.037 | 1605325 | 14 |
0.038 | 599650 | 7 |
0.039 | 811313 | 4 |
Last trade - 16.10pm 09/08/2024 (20 minute delay) ? |
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