Capex has blown out in the DFS, BIG TIME!:
For the 400ktpa operation, total capex of $470M
For the 1Mtpa operation, total capex of $893M
RBS was forecasting capex of $400M for the 1Mtpa operation.
Share price reaction today, probably just the start of further falls over the next few months, imo.
Further, pre-tax IRR's are stated to confuse. What are the after-tax IRR's?
Discount rate of 8% seems low too.
capex blowout
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Last
44.0¢ |
Change
0.010(2.33%) |
Mkt cap ! $266.0M | |||
| Open | High | Low | Value | Volume |
| 43.5¢ | 45.0¢ | 43.5¢ | $698.4K | 1.585M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 2280 | 43.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 44.0¢ | 6255 | 1 |
View Market Depth
| Last trade - 16.10pm 02/10/2024 (20 minute delay) ? |
| ALK (ASX) Chart |