The fundamentals of Alkane are great.
Midpoint assumptions -
Production - 65,000
aisc - $1650
pog avg - $2650
I end up with revenue of $170m against aisc costs of $107m
There is so much to like.
Tomingley extension approvals first quarter
Kaiser first pass inferred resource coming up.
More good news from Boda drilling and regional.
Their investment in Calidus must be at its lowest realizable value right now - with a mid year projection of doubling (CAI at $0.28, down from over $0.60, and should return there as production issues are resolved).
Ann: Tomingley Update and Guidance Upgrade, page-17
-
- There are more pages in this discussion • 98 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add ALK (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
42.0¢ |
Change
-0.015(3.45%) |
Mkt cap ! $253.4M | |||
| Open | High | Low | Value | Volume |
| 43.5¢ | 43.5¢ | 41.0¢ | $335.1K | 796.3K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 49120 | 41.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 42.0¢ | 83495 | 3 |
View Market Depth
| Last trade - 16.10pm 15/08/2024 (20 minute delay) ? |
| ALK (ASX) Chart |