Hi,
Does anyone know if there is an equivalent LOM (Life of Mine) timeframe for the current lease/s?
I'm looking at SYA's LOM model - with announced NPV of $1bn @ 8% over 27 years. Given the current prices, I would assume AGY's NPV would be much higher just for the 2000tpa plant (not the full build 12,000tph plant - NPV would be greater still) - or will the dams only last a couple of years?
What's confusing is AGY's MC of $650m vs SYA of $3bn. Just trying to work out why? given AGY will be producing, with cashflows that could possibly cover the build of the next 10,000 tph capacity - plus extra lease in US.
-
- There are more pages in this discussion • 255 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add to My Watchlist
What is My Watchlist?
 (20min delay)
|
|||||
|
Last
3.3¢ |
Change
-0.002(5.71%) |
Mkt cap ! $50.68M | |||
| Open | High | Low | Value | Volume |
| 3.4¢ | 3.4¢ | 3.2¢ | $254.9K | 7.786M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 6 | 1051612 | 3.1¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 3.3¢ | 172448 | 1 |
View Market Depth
| Last trade - 16.10pm 25/07/2025 (20 minute delay) ? |
| AGY (ASX) Chart |