Australia's largest stock trading and investment forum Australia's #1 stock forum

PDI

Click for more information

2.63%

18.5¢ predictive discovery limited

Ann: PFS Delivers Attractive Financials & 3.05MOZ Ore Reserve, page-66

First 66 Last

Share
Profile

Follow
Corgi

2,292 Posts.

1793

16/04/24

11:44

Post #: 73365517
Share

Originally posted by nordesmic: ↑

The problem is that a lot of the newer projects are lower quality in terms of scale, grade, metallurgy compared to deposits that were discovered 20 years ago.

It's entirely possible for a higher quality project to have a good AISC that is below majors etc. African projects tend to have better grade, be close to surface and with pretty good metallurgy.

Perseus' Yaoure would be a good example in recent years. AISC in feasibility (~2019) was US$734/oz in the first five years. It's been within 5-10% of that for the first three years despite the cost for the rest of the industry being ~25% up (my estimate), although creeping up more now.

Expand

Do you really believe that the AISC can be maintained for the entire LOM +/- 10%? like honestly..

PDI Price at posting: 20.5¢ Sentiment: None Disclosure: Not Held
1 Upvote

0 Great analysis

Reply

There are more pages in this discussion • 40 more messages in this thread...

First 66 Last

Add PDI (ASX) to my watchlist

(20min delay)
Last 18.5¢		Change -0.005(2.63%)		Mkt cap ! $444.4M

Open	High	Low	Value	Volume
19.0¢	19.3¢	18.5¢	$305.4K	1.622M

Buyers (Bids)

No.	Vol.	Price($)
6	229314	18.5¢

Sellers (Offers)

Price($)	Vol.	No.
19.0¢	139857	7

View Market Depth

No.	Vol.	Price($)
5	153314	0.185
22	1584811	0.180
4	481200	0.175
4	354000	0.170
6	438121	0.165

Price($)	Vol.	No.
0.190	139857	7
0.195	163624	5
0.200	465176	5
0.205	316731	5
0.210	641628	7

Last trade - 10.33am 17/05/2024 (20 minute delay)


Last 18.5¢			Change -0.005 ( 5.13 %)
Open	High		Low	Volume
19.0¢	19.0¢		18.5¢	725507
Last updated 10.33am 17/05/2024 ?

PDI (ASX) Chart