AAU 25.0% 0.3¢ antilles gold limited

** some modelling calcs **possibly more inconvenient data,...

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    ** some modelling calcs **

    possibly more inconvenient data, here's the La Demajagua BASE CASE Scoping Study comparison of current Actual prices versus Feb 22 Targets

    on the 'numbers', the base NPV of $218M USD would have to be at the low end, anyone care to accept $250M as a reasonable estimate without needing to take into consideration antimony bonus revenue ?

    https://hotcopper.com.au/data/attachments/4894/4894520-bb5f7a48658cbf71ea909c97deb70497.jpg

    this is basically the sensitivy table of the Feb 22 scoping study mapped onto the price of gold graph

    https://hotcopper.com.au/data/attachments/4894/4894524-d59c167fac9457ddb5e921c24d7d0832.jpg



    so lets do something really out there to calculate NPV and minority interest back into a Fully Valued share price, using:


    • NPV $250M USD (quite reasonablel)
    • AUDUSD rate 1.00 so parity (that's a bit out there)
    • Total Shares on issue a tad over 1 billion (that's quite a bit more dilutiuon with everyone squeeling about 64m shares for this CR)


    Now I don't expect much commentary around this because the numbers don't support the doom and gloom of the dilutive narrative.

    https://hotcopper.com.au/data/attachments/4894/4894528-8187c18ad6fb4226304c878b3b3b0715.jpg

    Q. Will we see AUDUSD at parity ?
    Q. Will we see 1 billion shares on Issue ?
    Q. Will we see an NPV of only $250M when it's already been communicated to be expected at +$100m with the antimony revenue
    Q. Will gold be even higher than the $1800 USD price or will it be lower ?
    Q. Will silver stay at these low prices relative to gold and the historic Gold to Silver price ratio ?

    dont accept these inputs into the very simple calcs ? comment with what parmaters you'd like to see those results, it takes all of 5 minutes to enter and screen grab and would be a bit of fun actually.

    so 12 cents per share Full Value (100% NPV or 11cents per share if existing AAUB get exercised) on 1 billion shares (even if we get that sort of dilution, being another 580 million shares on issue) when valued entirely and only on La Demajagua as if it is the only valuable project in the pipeline is still a fair bit above the current 3.5cents range.

    Acknowedged that if no financing is able to be arranged then of course that impacts the La Demajagua NPV a tad.

    But El Pilar oxide cap worth zero $$ value ?
    But Antonio re-opening worth zero $$ value ?
    But El Pilar porphyry worth zero $$ value ?
    But the DR Claim zero $$ value ?

    I expect deflecting comments to fill up the feed and very few actual direct responses, because the doom narrative simply can't deny the numbers.

 
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