The major issue I've had the whole time is that there is a change from DFS - capex, timing and output have all changed... A delay by up to one year, a ramp up to production extended by up to one year, and a capex number there is no information about. In this market it wouldn't be unreasonable to add 30% to capex, both materials and labour. So going the "starter plant" approach, may not actually cost much less that the original capex forecast for the full stage one.
Again, all this has a material impact to revenue and NPV so it should have had it's own announcement, and it appears the market aren't accepting the fumbled explanation provided this morning.
- Forums
- ASX - By Stock
- ADN
- Ann: Investor Webinar - Market Update
Ann: Investor Webinar - Market Update, page-186
-
-
- There are more pages in this discussion • 196 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 ADN (ASX) to my watchlist
|
|||||
Last
1.6¢ |
Change
-0.001(5.88%) |
Mkt cap ! $49.76M |
Open | High | Low | Value | Volume |
1.7¢ | 1.7¢ | 1.6¢ | $208 | 12.52K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
17 | 2574206 | 1.6¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
1.7¢ | 2131943 | 7 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
17 | 2574206 | 0.016 |
26 | 11402289 | 0.015 |
13 | 2546049 | 0.014 |
6 | 2433923 | 0.013 |
4 | 1541667 | 0.012 |
Price($) | Vol. | No. |
---|---|---|
0.017 | 2131943 | 7 |
0.018 | 2682628 | 8 |
0.019 | 3659762 | 9 |
0.020 | 1673444 | 13 |
0.021 | 1480000 | 3 |
Last trade - 14.54pm 05/07/2024 (20 minute delay) ? |
Featured News
ADN (ASX) Chart |