AUZ 6.67% 0.8¢ australian mines limited

Ann: Investor presentation, page-439

  1. 3,323 Posts.
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    This post is my own opinion, I present this information substantiated with charts and links to the original data.
    This information is relevant to the thread as it refers to comments and analysis, being made in the thread, it factually clarifies information presented within, is a substantial part of the topic being discussed regarding the financial viability of peers and is relevant to the Presentation Thread

    Links Attached
    https://ardearesources.com.au/downloads/announcements/arl_2018032801.pdf
    https://ardearesources.com.au/downloads/announcements/arl_2018032801.pdf
    https://wcsecure.weblink.com.au/pdf/AUZ/02049946.pdf

    From this information we see that
    - Ardea has the highest IRR
    - Ardea has the Lowest C1 Operational Costs
    - Ardea has the Lowest Operational Costs (Nickel Only)
    - Ardea has not accounted for Scandium, Rare Earths or In-pit Neutralizer in their costings YET
    - Ardea has the highest Nickel feed grade
    Ardea ResourcesAustralian Mines
    IRR Internal Rate Of Return (Post Tax)
    27%15%
    Higher percentage returnsLower Percentage returns
    Average C1 Operational Costs ( Inclusive of Credits)
    (US $0.34) /LB NICKELUS $0.48 / LB NICKEL
    Nickel / CobaltNickel / Cobalt / Scandium
    Over Recovery due to cutoff gradesThis $ recovery includes Scandium
    Average C1 Operational Costs ( NICKEL Only)
    US $4.63 /LB NICKELUS $5.73 / LB NICKEL
    Nickel OnlyNickel Only
    Higher cutoff grades result in lower cost/ tonSconi/ lower cutoff grade higher cost


    More ore needs processing
    Additional C1 Operational Credits (Not accounted for YET)
    Sufficient Onsite NeutralizerNO Onsite neutralizer
    Autoclave Ore Neutralizer is an onsite resourceAutoclave Ore Neutralizer is a buy in cost
    Scandium exists NOT accounted for YETScandium Fully accounted for in C1
    Rare Earths exist NOT accounted For YETNo Rare Earths
    Nickel Feed Grade
    0.81% Nickel0.67% Nickel
    Higher GradeLower Grade
    Higer C1 operational cost recoveryLower C1 operational cost recovery
    Cobalt Feed Grade
    0.1% Cobalt0.1% Cobalt






 
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