I am not sure if anyone has an up to date iron ore cost curve. But just looking at this reference below, AKO’s cost of US$ 43 would put it below global average (US$ 54) and presumably in Q2 of the cost curve. (Not sure about dry vs wet tonne).
A fantastic result and producing huge margins, well over 100%, at current IO prices of US$128.
An IRR north of 60% using very conservative iron ore price of US$100 is excellent.
https://www.woodmac.com/reports/metals-value-in-use-iron-ore-costs-q3-2023-150161742/
- Forums
- ASX - By Stock
- AKO
- Ann: Bekisopa Scoping Study
Ann: Bekisopa Scoping Study, page-10
-
- There are more pages in this discussion • 30 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add AKO (ASX) to my watchlist
|
|||||
Last
10.0¢ |
Change
0.004(4.17%) |
Mkt cap ! $12.04M |
Open | High | Low | Value | Volume |
10.0¢ | 10.0¢ | 10.0¢ | $2.234K | 22.33K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
4 | 38578 | 10.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
13.0¢ | 6897 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
4 | 38578 | 0.100 |
2 | 15633 | 0.096 |
2 | 77631 | 0.095 |
1 | 18989 | 0.092 |
1 | 97138 | 0.091 |
Price($) | Vol. | No. |
---|---|---|
0.130 | 6897 | 1 |
0.140 | 59995 | 1 |
0.150 | 79999 | 1 |
0.155 | 22284 | 1 |
0.175 | 3000 | 1 |
Last trade - 10.06am 26/08/2024 (20 minute delay) ? |
Featured News
AKO (ASX) Chart |