What have I missed in this PFS?
It really incredibly well.
All In Sustaining Cost (AISC) averages A$354/tonne of refined premium halloysite-kaolin product with an anticipated selling price of A$700/tonne;
Project cashflow of A$1.97B pre-tax and A$1.39B after-tax;
A 35% increase from the previous Scoping Study in pre-tax NPV8% to A$736M and unchanged IRR of 175%;Pre-production capital estimated at A$13M with a maximum cash requirement of A$28M prior to initial revenues being received;
Payback period of 15 months from commencement of mining, through Direct Shipping Ore (DSO) mining, shipping and tollrefining activities;
One of the nicest reading PFS in a while. Low capex with long mine life and the NPV compared to the current market cap leaves plenty of room for movement. I haven't bought as I've only just come across this but very keen.
What have I missed in this PFS?It really incredibly well.All In...
-
- There are more pages in this discussion • 89 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add ADN (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
2.0¢ |
Change
-0.001(4.76%) |
Mkt cap ! $62.20M | |||
| Open | High | Low | Value | Volume |
| 2.0¢ | 2.1¢ | 1.9¢ | $49.00K | 2.513M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 6 | 2617961 | 1.9¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 2.0¢ | 20738 | 1 |
View Market Depth
| Last trade - 16.10pm 02/08/2024 (20 minute delay) ? |
| ADN (ASX) Chart |