HAV 5.00% 21.0¢ havilah resources limited

Ann: OZL: OZ Minerals' Option to Acquire Kalkaroo Copper Project, page-71

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  1. 2,585 Posts.
    lightbulb Created with Sketch. 910
    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
    61466266
    2





    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
 
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