I've seen many presentations of co's before, but this is one that stands out among ten others, realy outstanding!
I'm so impressed by Aaron Colleran's performances, that I have no choice but to sell other stocks to increase my share here.
- exploration success: discovered the high grade lens 6 deposit,
now 1.2 million tons grading 3.1 % copper and 8 g gold per ton
- we underwrite a 20-year project life at Eloise, this is producing cash as well as copper, it has produced positive cash flow every quarter this financial year
- on track to exceed full year production target of 12,500 tons of copper and 5,000 ounces of gold
- all-in-costs, not only C1, for copper A$ 11,470, whereas most of the past 12 months copper has been trading at A$ 12,500 a ton, so delivering a A$ 1,000 margin; this equates to net mine cash flow of A$ 12.5 million
- remember from 2 days old preso copper price was A$ 14,800 a ton, delivering a margin of A$ 3,330 a ton, so more than tripling aisc margin and increasing net mine cash flow to 41.6 million;
astonishing and highlighting our leverage to the copper price
- Aaron said in preso 12 months before sp was 37c, 2 days before sp was 48c, so good return of around 30 %, but in comparison to that timeframe our all-in-cost margin is up 220 %
- Aaron's conclusion literally: Our share price has a lot of catching up to do !!
I truly and completely agree with Aaron's conclusion and that's why I have no choice but to sell other stocks as I noted above.
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