Based on the
@Goldbull22 recommendation, I checked out Aeon Metals Limited's (ASX: AML)
25 November 2019 AGM presentation that included a reference on
Slide 16 to a number of other ASX Listed company
copper projects that I thought others on this forum might be interested in.
http://www.aeonmetals.com.au/wp-content/uploads/2019/11/2019-Nov-25-AGM-Presentation.pdfKeys to the
AML 25 November 2019 AGM presentation slide 16 (below): for each project’s column, read off on LHS scale [capital intensity (US$/tpa CuEq production)]; the green triangle on top of each project’s shaded column, read off on RHS scale [Mine Life (years)]; the number on top of each project’s shaded column represents initial CAPEX for each project [in US$ millions (A$/US$ assumed at 0.70)]:
View attachment 1917151For those that are interested, I have sourced some additional information on the projects listed on the Slide 16:
In my opinion, there are not that many undeveloped copper projects with JORC Ore Reserves. When copper eventually surges, due to the worldwide move to 'electrification of transport' and the 'decarbonisation of stationary power', these projects and/or the Company that holds it stand a good chance of M&A action.
Cheers
These are only my thoughts and it does not constitute investment advice. Before acting on any information you read and before making any financial or investment decisions, you should always consult your advisor(s) or other relevant professional experts.
(20min delay)