MGT magnetite mines limited.

Community MGT Key Metrics/Breakdown Summary

  1. 3,191 Posts.
    lightbulb Created with Sketch. 1501
    Hi all.

    We have a constant influx of people either misquoting MGT figures/metrics and company data,
    or fabricating new information, often defamatory or derogatory to MGT.

    I've created this thread as a convenient reference,
    as I am personally tired of cutting and pasting company data direct from announcements to correct (as I'm sure are others).

    All information below is directly from the announcements the company has released.
    If you feel I've misquoted below, please correct me with a F/U post with the correct company sourced data.

    I would strongly welcome others to post company-sourced MGT data/announcement material here, as seen fit.

    Thanks kindly
    MS
    MGT Fanboy

    -------------------------------------------------------------------------------------------------------------------------------------------------------------------------

    1: Our indicated Timeline (most recent).

    https://hotcopper.com.au/data/attachments/4324/4324883-be418cd0d5dfb3b8bc75082f3ef8d658.jpg

    2: Key Metrics (most recent - @ iron ore price of 110, and iron ore price of 150).

    https://hotcopper.com.au/data/attachments/4324/4324887-9ad2ee9a7595402aa99b43f4b198e369.jpg
    https://hotcopper.com.au/data/attachments/4324/4324889-1bd3fa9dcefbe326dc1eb7e5e30c390e.jpg

    3: Our Breakeven (most recent, including expansion metrics):

    https://hotcopper.com.au/data/attachments/4324/4324890-0836068d85de153c2e27ffc4d39d5812.jpg


    4: Our CAPEX (*power is re state grid. Also highlighted, are the contingency, and the premium).

    https://hotcopper.com.au/data/attachments/4324/4324934-d68ecbf13a63bfecb1064a4b18d33775.jpg

    https://hotcopper.com.au/data/attachments/4324/4324900-cf573e7450e130b8d4cd9b9ec88ca8f3.jpg

    https://hotcopper.com.au/data/attachments/4324/4324899-a39d0fdd02e2172e5cf1d5778beb4b03.jpg

    5: Our indicated OPEX (as of PFS 2021):

    https://hotcopper.com.au/data/attachments/4324/4324901-d12c7d6e9866a52ad233712292e87879.jpg

    https://hotcopper.com.au/data/attachments/4324/4324910-9e58abb188213a54a21153cd556811fc.jpg

    6: Our product specifications (for Razorback alone - NOT Iron Peak, NOT Muster Dam):

    https://hotcopper.com.au/data/attachments/4324/4324916-eb04b9ff96b64ce1842979c1a672d8e9.jpg
    https://hotcopper.com.au/data/attachments/4324/4324917-9af28e577d352e122f4acf1d45c5bd1b.jpg
    https://hotcopper.com.au/data/attachments/4324/4324947-c11d550413b9e5c85f3080c55770976f.jpg

    7: Water, Energy and GREEN IRON / DETERMINANTS FOR GREEN STEEL:

    https://hotcopper.com.au/data/attachments/4324/4324925-35d69fac7cc5060ef3108635cc90d9b0.jpg
    https://hotcopper.com.au/data/attachments/4324/4324937-2fc796a6e66c559e8b0020101511ee02.jpg

    8: Infrastructure and Logistics (note costs already included in expansion CAPEX stages - with contingencies. Nil further costs anticipated/) + Jurisdiction:

    https://hotcopper.com.au/data/attachments/4324/4324946-1bd2f20da11206ce0077b62f89fc0e44.jpg
    https://hotcopper.com.au/data/attachments/4324/4324960-0b2f8d89d06282def6efef79de943593.jpg

    https://hotcopper.com.au/data/attachments/4324/4324953-87767d726100aa75f8a539f45f26b1b7.jpg
    ---------------------------------------------------------------------------------------------------------------

 
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