re: Ann: Year End June 2013 Conference Call a... have just been hearing the recorded conference call from the morning....below are the nuggets i took out...
1) EDF $200m prepayment deal - EDF made the deal with paladin because they too recognise the impending supply shortage so wanted to lock in supply. The deal is for supply from 2019 till 2024 and has been done at "favourable" prices to paladin...At the current term market price the deal will be worth $1.1 b in sales...
2) LH Sale - Currently it would take $900m to 1.1B to build a mine like LH....which means that the company is expecting fairvalue of 20% to be atleast $200m ..... Also it is the only producing mine on sale right now in the world....hence the interest by the multiple parties in it....A stake sale will happen this FY to pay debt down..
3) Later this quarter there will be a further annoucement on new cost reductions..
4) NET CASH BURN LAST YEAR over the WHOLE YEAR was ONLY $5.5 m......this is cash flow from operations less interest payments..
re: Ann: Year End June 2013 Conference Call a... have just been...
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