10mt resource @ 2% Nb
1mtpa plant
Opex $420M ($20,000 per ton Ferro Nb 65%) significantly higher than highest cost producer.
SOI 60m (includes future CR of 10m @ $3)
$420m cashflow at $40,000 per ton Ferro Nb
$126m tax
Net Cashflow $294m devide by 60m SOI (future)
EPS = $4.90
Future PER of 1.5 = $7.35
CBMM SOLD 30% of its Araxa mine for $5.75b AUD a few years ago based on a PER of 7.5.
Back of envolope figures I know, what are your projections?
10mt resource @ 2% Nb1mtpa plantOpex $420M ($20,000 per ton...
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