SFR holder here and bullish on copper.
Yes, good question.
The deal provides interesting comparison to the SFR MATSA deal.
- Sierra Gorda has superior qty of reserve/resource/mine life
- MATSA has superior C1 costs
- Spanish/Portuguese jurisdiction/proximity to market superior to Chile?
- Other considerations?
SFR S32 1 Mine Complex MATSA Sierra Gorda 2 Investment 1.865 1.55 bn USD S32 has contingent liability of $500M USD if Copper price and volumes exceed threshholds 3 Ownership % 100% 45% 4 CuEquiv 110 214 Mt Forecast production mid points 5 Cu (63), Zn (27)
Ag (7), Pb (3)Cu (84), Mo (7)
Au (7), Ag (2)Revenue proportion by mineral 6 CuEquiv Production 110.0 96.3 kt/pa based on ownership share 7 Cu Production 69.3 80.9 kt/pa based on ownership share 8 Min Resource 1.88 7.04 Mt Cu 9 Min Resource 3.902 Mt CuEquiv 10 Cu% 1.50% 0.40% 11 Min Reserve 0.65 6.32 Mt Cu 12 Min Reserve 1.11 Mt CuEquiv 13 Cu% 1.80% 0.40% 14 LOM on reserves 10.1 29.5 years SFR states 6 year LOM on resource and 12 on reserves 15 C1 Cost est 0.5 1.3 USD/lb Cu
- Forums
- ASX - By Stock
- S32
- Ann: SOUTH32 TO ACQUIRE A 45% INTEREST IN THE SIERRA GORDA COPPER
Ann: SOUTH32 TO ACQUIRE A 45% INTEREST IN THE SIERRA GORDA COPPER, page-13
-
- There are more pages in this discussion • 1 more message in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add S32 (ASX) to my watchlist
(20min delay)
|
|||||
Last
$3.67 |
Change
-0.070(1.87%) |
Mkt cap ! $16.61B |
Open | High | Low | Value | Volume |
$3.64 | $3.70 | $3.63 | $20.68M | 5.675M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
21 | 70858 | $3.67 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$3.68 | 60397 | 50 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
8 | 9739 | 3.670 |
42 | 304418 | 3.660 |
33 | 801846 | 3.650 |
22 | 147976 | 3.640 |
14 | 226806 | 3.630 |
Price($) | Vol. | No. |
---|---|---|
3.680 | 110534 | 63 |
3.690 | 333232 | 32 |
3.700 | 210936 | 24 |
3.710 | 229721 | 13 |
3.720 | 76035 | 11 |
Last trade - 14.00pm 04/10/2024 (20 minute delay) ? |
Featured News
S32 (ASX) Chart |