POD

2.78%

3.7¢ podium minerals limited

Record Platinum deficit 23/24 -POD AUS largest Plat resource, page-20

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robbo24

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16/07/23

09:42

Post #: 68808117
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Originally posted by Sharetrader78: ↑

Doing some very rough numbers (prob have more holes that swiss cheese)!!

Trying my best to get my head around economics of the project

As we know from the last presentation the weighted price of the resources is A$3,746oz but of course very close to the third is Base metals Ni/Cu/CO so 66% is the PGM5 ... I work that price out at $2498oz .. (using the last pres numbers)

Now using the grading from the resource 147MT ~ 6Moz PGM5 ...

and doing a 3mtpa Conventional crush and mill production rate less 20% recoverable hydro loss = 100Koz PGM5 in concentrate =(gross A$249mill)

but of course the PGM need to be refined after the hydromet + solvent to extract a high grade concentrate that going from S.R believes we could see 10-20% percent PGM5 per ton of concentrate

So. end product a PGM refinery feed ~ bypass smelting($$$$$$)

Now what kind of $$$$ POD would get for the high grade PGM5 concentrate and costs to get it to the refinery's

One can see a pretty complex road POD must go down ...unlike other mining operations like GOLD ..

And why we are being valued at present levels until more details on just how POD will progress from here ,,,

We of course need the inferred to be upgraded into indicated(plus deeper drilling is going be a large CAPEX needs large indicated resources)

we really need a Refinery thats hungry for PGM5 concentrate to get involved maybe through a cornerstone investment + MOU

what kind of processing costs could we be looking at > Mining open-pit + underground -- large Conventional crush and mill + HYdromet leach...

As we know early days for POD ... but I do believe we are still. very early days in a MAJOR resources Bull market ..PGMs will play a part and be once again valued near the top in the space per oz

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I started really building my physical platinum stocks last year. It really is a beautiful metal.

Looking forward to the return of PODZILLA!

POD Price at posting: 7.2¢ Sentiment: Buy Disclosure: Held
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(20min delay)
Last 3.7¢		Change 0.001(2.78%)		Mkt cap ! $16.82M

Open	High	Low	Value	Volume
3.7¢	3.7¢	3.7¢	$4.616K	124.7K

Buyers (Bids)

No.	Vol.	Price($)
1	300	3.8¢

Sellers (Offers)

Price($)	Vol.	No.
4.0¢	25000	1

View Market Depth

No.	Vol.	Price($)
1	300	0.038
1	25231	0.037
2	189546	0.036
1	30000	0.035
2	50006	0.034

Price($)	Vol.	No.
0.040	25000	1
0.042	21500	1
0.043	150000	1
0.044	25000	2
0.045	49000	1

Last trade - 12.00pm 02/08/2024 (20 minute delay)

POD (ASX) Chart

Record Platinum deficit 23/24 -POD AUS largest Plat resource, page-20

Is oil undervalued?

Vmoto sales plummet -50% YoY as weak demand in Europe & China stifles EV scooter sales growth

Uranium prices on the NYMEX are stable, but ASX uranium stocks are sinking on Friday. The answer lies in Kazakhstan

GreenX picks up prospective copper project in Germany

Collaboration in a green (steel) future the focus for Magnum and Saudi partners

Venture to sniff out high-grade REE targets at Jupiter project, WA

Westgold sets its sights on top five producer status through merger with Karora

Commodity house Trafigura funds Develop Global's copper-zinc Woodlawn play with offtake deal in place

Cost blow-out for Rook I uranium project sees share plummet for NexGen

Week 31 Wrap: JORC rules to get tougher; RBA rate hike chance 50/50; US Fed Sept cut still the quo

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Sellers (Offers)

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Record Platinum deficit 23/24 -POD AUS largest Plat resource, page-20

Top Stories

Is oil undervalued?

Vmoto sales plummet -50% YoY as weak demand in Europe & China stifles EV scooter sales growth

Uranium prices on the NYMEX are stable, but ASX uranium stocks are sinking on Friday. The answer lies in Kazakhstan

GreenX picks up prospective copper project in Germany

Collaboration in a green (steel) future the focus for Magnum and Saudi partners

Venture to sniff out high-grade REE targets at Jupiter project, WA

Westgold sets its sights on top five producer status through merger with Karora

Commodity house Trafigura funds Develop Global's copper-zinc Woodlawn play with offtake deal in place

Cost blow-out for Rook I uranium project sees share plummet for NexGen

Week 31 Wrap: JORC rules to get tougher; RBA rate hike chance 50/50; US Fed Sept cut still the quo

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News