ICYMI the EGM NOM (473 pgs) regarding AIS' proposed A$234M acquisition of Round Oak Minerals from SOL landed yesterday. For full ASX release, see Post # 61638895
For those who are interested, here are a few observations:
* CuEq tonnes from Pg 8 AIS Investor Presentation @ Post #: 61586476
Column 1 Column 2 Column 3 Column 4 0 Description Type US$/CuEq reserve tonne US$/CuEq resource tonne 1 OZL/ Kalkaroo Greenfield ~ US$160 - 320 range ~ US$75 - 150 range 2 3 AIS / Round Oak Greenfield & Brownfield ~ US$483 * ~ US$219 *
BDO IER NPV calculation
LT price assumptions
[LT consensus prices used in NPV matrix in HAV's 2021 Annual Report are in brackets]:
Cu US$3.47/lb [$3.50/lb]
Au US$1451/oz [US$1500/oz]
FX 0.748 [0.75]
Discount rate assumptions:
BDO used a mid-point discount rate of 7.00% for currently operating mines and a mid-point discount rate of 9.00% for the development mine.
HAV's NPV matrix for Kalkaroo uses a discount rate of 7.50%.
BDO derived a combined midpoint NPV of close to A$200M for the Round Oak projects.
Let's see how HAV's NPV calculation compares when the Kalkaroo IER is released.
DYOR
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