Good observation.
They actually state in slide 7 that on the basis of a US$11.00/lb Ni price the post tax NPV would be A$2.6 billion with a 102% IRR.
That's up from the previous US$7.50/lb price used with post-Tax NPV of A$1.11 billion and a 52% IRR.
The overnight Nickel price is US$12.08 so running the analysis at US$11.00 is not unreasonable.
That US$2.6B NPV is more than double the previous NPV estimate. That US NPV (AUD $3.7B) is more than seven times the current market cap of around $0.5B .
The risk is confirmation in the DFS and then good execution of the plan. The balance is share price upside.
- Forums
- ASX - By Stock
- CTM
- Ann: Jaguar Project - RIU Conference Presentation
Ann: Jaguar Project - RIU Conference Presentation, page-5
-
-
- There are more pages in this discussion • 4 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 CTM (ASX) to my watchlist
|
|||||
Last
43.5¢ |
Change
-0.025(5.43%) |
Mkt cap ! $215.8M |
Open | High | Low | Value | Volume |
44.5¢ | 45.0¢ | 43.0¢ | $45.91K | 103.9K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 4999 | 43.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
44.5¢ | 45287 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 4999 | 0.435 |
5 | 87473 | 0.425 |
4 | 143790 | 0.420 |
1 | 100000 | 0.415 |
4 | 121317 | 0.410 |
Price($) | Vol. | No. |
---|---|---|
0.445 | 45287 | 1 |
0.450 | 8399 | 1 |
0.460 | 54907 | 3 |
0.465 | 25000 | 2 |
0.470 | 33817 | 3 |
Last trade - 16.10pm 10/07/2024 (20 minute delay) ? |
Featured News
CTM (ASX) Chart |
The Watchlist
I88
INFINI RESOURCES LIMITED
Charles Armstrong, CEO
Charles Armstrong
CEO
SPONSORED BY The Market Online