agree, they could have used lower prices and make the payback period to 6.5 years for the 20Mt.
As I said before (few times) the 5Mt plant is waste of time and ALK should have done 10Mt, 20Mt and 25Mt options. I guess they used spot prices so they can show the 5Mt plant "stacks up".
Such resource was always to be large operation and I am not sure how 5Mt plant would fit in this scenario.
If anyone decides to go for JV they will go for 25Mt plant or even bigger. Yes, lot more expensive to build but AISC falls by a lot so they can run the operation even at lower Au/Cu prices.
- Forums
- ASX - By Stock
- ALK
- Ann: Boda-Kaiser Scoping Study
Ann: Boda-Kaiser Scoping Study, page-23
-
-
- There are more pages in this discussion • 83 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 ALK (ASX) to my watchlist
|
|||||
Last
42.3¢ |
Change
-0.018(3.98%) |
Mkt cap ! $256.4M |
Open | High | Low | Value | Volume |
43.5¢ | 43.8¢ | 42.0¢ | $977.9K | 2.292M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
24 | 293045 | 42.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
42.5¢ | 36923 | 12 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
23 | 297655 | 0.420 |
10 | 113886 | 0.415 |
8 | 51368 | 0.410 |
8 | 208636 | 0.405 |
10 | 156350 | 0.400 |
Price($) | Vol. | No. |
---|---|---|
0.425 | 56896 | 9 |
0.430 | 39720 | 4 |
0.435 | 33013 | 3 |
0.440 | 10735 | 2 |
0.445 | 86813 | 4 |
Last trade - 10.55am 02/08/2024 (20 minute delay) ? |
Featured News
ALK (ASX) Chart |