Australia's largest stock trading and investment forum Australia's #1 stock forum

BEZ

Click for more information

3.09%

10.0¢ besra gold inc.

Hi TranCould you assist in my lack of clarity on the offtake...

First 671 Last

Share
Profile

Follow
kasta1

640 Posts.

121

17/04/24

11:00

Post #: 73383470
Share

Originally posted by Tran: ↑

For the 372580oz that is already locked into a binding contract, in the years 2028-2030 if average gold price at that time is:

- USD $3500/oz, Quantum stands to benefit:

372580oz × (USD $3500 - $1710) ÷ assumed 0.68 AUD/USD FX rate = AUD $981mil.

- USD $4000/oz, Quantum stands to benefit:

372580oz × (USD $4000 - $1710) ÷ 0.68 AUD/USD = AUD $1.25bil.

That is for only USD $35mil payment in advance for 372580oz.

If Quantum goes to USD $300mil for roughly 2.3mil oz to 2.4mil oz, you work out how much Quantum will potentially make out of it.

Enough free maths work from me.

Expand

Hi Tran
Could you assist in my lack of clarity on the offtake agreement with Quantum.
My understanding is it is up to US$300M.
How do you calculate this to be a 372,580 oz offtake.
Thankyou

BEZ Price at posting: 10.0¢ Sentiment: Hold Disclosure: Held
1 Upvote

0 Great analysis

Reply

There are more pages in this discussion • 278 more messages in this thread...

First 671 Last

Add BEZ (ASX) to my watchlist

(20min delay)
Last 10.0¢		Change 0.003(3.09%)		Mkt cap ! $41.81M

Open	High	Low	Value	Volume
9.7¢	10.5¢	9.7¢	$7.504K	75.76K

Buyers (Bids)

No.	Vol.	Price($)
1	40568	10.0¢

Sellers (Offers)

Price($)	Vol.	No.
10.5¢	38984	4

View Market Depth

No.	Vol.	Price($)
1	40568	0.100
1	30000	0.097
1	104000	0.096
2	78608	0.095
2	270000	0.094

Price($)	Vol.	No.
0.105	38984	4
0.110	321061	4
0.115	785464	7
0.120	132420	4
0.125	463333	5

Last trade - 16.10pm 07/06/2024 (20 minute delay)


Last 10.3¢			Change 0.003 ( 5.67 %)
Open	High		Low	Volume
9.7¢	10.5¢		9.7¢	46101
Last updated 15.59pm 07/06/2024 ?

BEZ (ASX) Chart