what a week to be away, go $3!
read through the Hartleys note out.
the top 20 from Aug-12, some familiar names I thought might show up, but not what exactly what I thought it might be.
second, they are running with following development scenarios for Nova - Conductor 1. This excludes a development/npv values for the other conductors
they have applied the following grades to the SIR visual estimates
and made the following assumptions for Nova drilling to date, 9.4mt at 3.8%ni-eq, and the other conductors
among all the other details, the things I thought were interesting,
- the grade estimates, upwards of 3.5% ni-eq.
- capex at $600m, larger than I thought it might be
- opex at about $215-225 rom tonne (with spot aud)
a billion is right there, it's not hard to see, and funnily enough, that's why we're trading there
broker notes
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