NWC new world resources limited

Ann: Antler Copper Project Pre-Feasibility Study Presentation, page-6

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    Any thoughts on the potential value of the Pb/Au/Ag concentrate in terms of an off-taker providing a capex contribution and reducing dilution for equity from shareholders?

    I assume the Au is contained in the Pb/Ag concentrate?

    https://hotcopper.com.au/data/attachments/6326/6326513-8298cc7f0b45be8aa73cfd75b6f18e12.jpg

    My rough calcs indicated total annual value of the contained metals in that concentrate is ~$14M for Pb (7,200@$2000) plus $18M for Au (9,000@$2000) and ~$22M for the Au (900,000@$25). So ~$54M/annum but some further costs to extract those metals from the concentrate - so say $40M/annum?

    So, if we need $100M now plus the $200M of debt finance to meet the $300M capex, then that $100M should very comfortably be covered by a streaming deal on the concentrate, right? Even 50% included in the off-take and then rest at spot?

    https://hotcopper.com.au/data/attachments/6326/6326507-68d3b2b90090b5eb5f8b592a76279128.jpg

 
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