Difficult to do any accurate analysis before the Integrated study is out.
But... I will not shy away from some very rudimentary numbers aka back of the envelope.
Based on the following assumptions:
1. Mid-point Year 3-4 production: 34Ktpa
2. PofCu: USD4.50/lb - copper plate premium; lower than restart study; as a LT Cu bull, I'd expect $4.50+ or I wouldn't be a Cu bull
3. C3: USD3/lb - Higher than the restart study. But only marginally so
4. AUD = 0.65 - Perhaps too conservative. AUD trades at a premium during commodity super-cycles
5. Future SOI: 3b (~100% increase from today)
Then I get Pre-tax cash flow = ~0.0576/share
All feedback welcome; particularly from the bears
Ann: Reinstatement to Official Quotation, page-44
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