RFR 0.00% 3.7¢ rafaella resources ltd.

My take:117m LOM revenue70m total operating costs (mining,...

  1. 2,194 Posts.
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    My take:

    117m LOM revenue
    70m total operating costs (mining, processing, GA)
    20m DA + taxes
    28m NPAT

    7m total CAPEX requirement on top of the above
    therefore NPAT = 21m (base case)


    The LOM numbers are different for these 2 graphs; cant reconsile them: ???
    Pg 4 summary v pg 133
    https://hotcopper.com.au/data/attachments/2700/2700716-38459b5f5c656abbd7ca141b5361642e.jpg
    https://hotcopper.com.au/data/attachments/2700/2700723-9c117d74ae64725a2b3855fc9b01aade.jpg



    5 months payback (doesnt seem right - needed to check numbers)
    8mil spend in 2021
    + 7mil capex build
    15mil spend - therefore 1 yr payback

    Base case NPAT for yr 3 is almst zero.
    not much contigency

    https://hotcopper.com.au/data/attachments/2700/2700704-fe65fe5a06eea93324780f642ee6dec0.jpg



    https://hotcopper.com.au/data/attachments/2700/2700770-e86c561a3aeb641dd197cee99b0a8e6a.jpg

    https://hotcopper.com.au/data/attachments/2700/2700719-56e6d43b3840ba926b43696fbe752377.jpg




    Mining not scheduled to start until 2022 - 5 year LOM
    https://hotcopper.com.au/data/attachments/2700/2700709-b4392541476a3b20e1feea13eefde63c.jpg



    Will need to dig into this more



 
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