why CYM is a Billion $ company in the making, page-2792

Whilst I've been largely absent from these forums as I've been on vacation overseas these past few months; keeping up to date with everything has been interesting, and I truly appreciate the constant posts and updates from everyone..

The recent rerate is likely attributed to a combination of a copper price, exchange rate, and the likelihood of finance news dropping end of January / sometime February. Realistically, should finance be successful; these prices are gonna be seen as an absolute bargain in 12 months time.

Currently copper's $4USD/lb, and with a solid FFX rate of $0.69USD per AUD (or $1.45 AUD/ USD).

CYM's annual production of 25,000t converted to lb = 25,000x2204.6 = 55,115,000lb per year.

Assuming costs have increased from $USD $2.82/lb to $3.00/lb...

We can expected roughly $55,115,000 USD per year; converted to AUD, that's $79,916,750 per year...

Now; this is off a $1/lb margin. Should copper increase to $5/lb, this figure's simply doubled to $159,833,500 per year.

Personally I'm still very bullish on copper going beyond $4/lb in 2023/24. Furthermore, I believe Bazza and the team's operating knowledge can bring C3 costs to USD $2.82/lb, or maybe even lower; so there is plenty of margin with the aforementioned figures.

An appropriate market cap for ~$80m upwards to $160m a year would be $800m to $1.6billion in favourable economic conditions.

At a minimum however, we can effectively double AR1's currently attributed market cap to arrive at $305m. (CYM producing 25,000tpa versus AR1 producing 12,000tpa). Now there are some major differences, which is why I assume this to be a minimum valuation, such as CYM's superior LoM and CYM's upcoming Maroochydore or Murchison Copper projects; each of which are potentially viable 25,000tpa+ mines.

tldr; minimum 41c per share price based off AR1's current valuation; or upwards of $1.09 to $2.19 per share in favourable economic conditions; purely from 25,000tpa production... Double, triple or even quadruple these figures long term (Potential is 80,000tpa to 100,000tpa; see below).

Time stamp: 36:50

Eyes on the prize...