Ouch, maybe they should have stuck to the more conservative PFS assumptions ($21US/oz $2100/t) rather than adopting the bullish bloomberg forecast, I'd rather see a robust DFS that can pull cruise through on lower commodity prices than hoping they will reach the hypothetical price forecasts.
Current XAGUSD: $20.80
Current Pb/t: $2089
Current Exchange rate: 0.67
@Verily1, are you able to do some stress tests and see how margins are effected by a Ag $20USD and Pb $2000/t? at say a 0.70 exchange rate? Taking into account the new DFS metrics for capital requirements etc. It would be great to see at what prices Sorby Hills would break even at.
Cheers
Ann: Sorby Hills Definitive Feasibility Study, page-255
-
- There are more pages in this discussion • 41 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
