Agree the distinction is important. The oxygen plant is a big part of a POX circuit and also a big part of it’s running cost. I did say A$150m for a POX circuit isn’t out of the question rather than say it would be orders of magnitude higher based on other projects. No double accounting on my part. If you assumed the capex for a POX includes an oxygen plant, then appropriately recalibrate the POX opex if using Copler as a reference rather than stating that opex for POX in the Pilbara will be higher. Another case in point is that power cost are quite cheap in West Australian if you’re running off natural gas generators and solar. Readily achievable in the Pilbara.
DCFs have an element of subjectively. But try finding another greenfields gold project with a generally conservative NPV(8)>$1B, and plenty of exploration upside in the greater Hemi exploration area within <25km radius of a highly likely processing hub. I’d be adding A$200/Oz to the EV for any additional ounces found at Antwerp, Scooby, Alectroenas, Mt Berghaus, Amanda, Shaggy, Wingina and Frillback alone. And GOP keeps going up and will likely stay up for a while.
- Forums
- ASX - By Stock
- DEG
- Broker reports
Broker reports, page-30
-
- There are more pages in this discussion • 204 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add DEG (ASX) to my watchlist
(20min delay)
|
|||||
Last
$1.23 |
Change
0.085(7.42%) |
Mkt cap ! $2.948B |
Open | High | Low | Value | Volume |
$1.20 | $1.23 | $1.19 | $11.98M | 9.913M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
4 | 90825 | $1.22 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$1.23 | 141096 | 16 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
4 | 90825 | 1.215 |
6 | 102083 | 1.210 |
3 | 56204 | 1.205 |
8 | 164419 | 1.200 |
4 | 122619 | 1.195 |
Price($) | Vol. | No. |
---|---|---|
1.230 | 141096 | 16 |
1.235 | 126846 | 5 |
1.240 | 183947 | 7 |
1.245 | 144680 | 6 |
1.250 | 335263 | 18 |
Last trade - 16.10pm 13/09/2024 (20 minute delay) ? |
Featured News
DEG (ASX) Chart |
The Watchlist
LPM
LITHIUM PLUS MINERALS LTD.
Simon Kidston, Non--Executive Director
Simon Kidston
Non--Executive Director
SPONSORED BY The Market Online