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67.5¢ tietto minerals limited

Ann: Takeover - extension of offer period, page-36

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swoody183

245 Posts.

61

20/12/23

16:35

Post #: 71553223
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Originally posted by leec: ↑

If the POG is 5% higher then on that alone revenue increases 5% (and logically so should the share price). Costs should not increase other than royalties (on a tiered structure which I believe exists with the Cote d I'voire).

Notwithstanding the above, you have raised a difficult question only because the share price will be driven by a number of factors other than just the POG (though this is a key factor). Other factors:

1. long term outlook for gold
2. cost of oil / energy (mines are energy intensive)
3. sovereign risk (this is Africa)
4. one mine vrs multi mine play (investors will value a company with multiple mining ops in better jurisdictions vrs a single mine even if the production / cost figures are the same. This is because an interruption at a single mining play basically means $nil production)
5. reserve/s and increasing them (punters don't want a mine with a finite resource);
6. meeting production targets

These will all lead to determining the share price and if TIE navigate this could see a valuation of up to $1.35/share

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Point 2 is not valid. Tietto runs off the hydro electricity grid.

TIE Price at posting: 62.5¢ Sentiment: Hold Disclosure: Held
2 Upvote

1 Great analysis

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