ALK 0.99% 50.0¢ alkane resources limited

Couldn't sum it up better myself.I think this makes our SP more...

  1. 3,789 Posts.
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    Couldn't sum it up better myself.
    I think this makes our SP more sensitive to the current gold price gyrations.
    A $100 gold price move is amplified for those that have tighter margins.
    $2,500 AISC is a tight margin when your selling 33% of your Poduction at $2,800
    Midpoint production 75,000k ounce.
    Midpoint AISC $2,500
    https://hotcopper.com.au/data/attachments/6266/6266760-2f30937d9fa96b40ea5e154029431634.jpg
    Hedgebook forward sales revenue FY25 = $71,658,300
    Balance of production revenue FY25 = 49,400 * $3,500 = $172,900,000
    Average Sale price = $3,260
    Average Margin per ounce = $760
    Total FY25 revenue = $244,558,300
    Total AISC midpoint $2,500 = $187,500,000
    OPCF = +$57,058,300

    Sensitivity to gold price $100 move adds $7,500,000

    Pleasantly surprised by the mild cost inflation.
    Was expecting much worse for the Hwy diversion and Kyalite Rd overpass.
    https://hotcopper.com.au/data/attachments/6266/6266818-392e46c766bb70b1f47e438a5fab6b47.jpg


 
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