I shared some observations on the proposed OZL deal last week and thought it would be useful to summarise them in one table.
Column 1 Column 2 Column 3 Column 4 Column 5 Column 6 0 Description Type US$/CuEq reserve tonne US$/CuEq resource tonne Comment Post # 1 OZL/ Kalkaroo deal Greenfield ~ US$160 - 320 range ~ US$75 - 150 range 61462243
614662662 3 Kalkaroo NPV Greenfield ~ US$640 ~ US$300 OZL deal is ~50% to 75% discount to HAV’s NPV 61466302 4 Argonaut PCF Average ~ US$1,020 ~ US$235 61466266 5 SFR/ MATSA Brownfield US$1,676 61462243 6 MAC/ Cobar Brownfield US$3,607+ 61462243
'OZL have got a great deal.'
DYOR
Ann: OZL: OZ Minerals' Option to Acquire Kalkaroo Copper Project, page-71
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