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3.85%

2.7¢ hawsons iron ltd

Can't speak for the revenue side but looks like PFS all in...

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ghkstn718

29 Posts.

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14/04/22

17:22

Post #: 60862139
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Originally posted by baz23: ↑

Sitting in an airport with my plane delayed I decided to read through the independent research valuation again.

Looking at the Revenue and costs used per tonne I cannot work out how they calculated the figures. Hopefully I am just having an end of the week moment.........

The cost per tonne used in the valuation is $60AUD. They say in the note that they took the PFS costs, converted to AUD at 75c and escalated them by 12.5%. The cost in the PFS was USD $48.03. So when I do the conversion at 75c and escalate by 12.5% I get AUD$72.05 where as they seem to have used AUD $60 (Cash operating costs FOB). Am I comparing apples with apples here?

Then on the revenue they have used 65% fines price of USD$130 + a $18.30 premium = USD$148.30. When I convert that to AUD at .75 I get AUD $197.73. They seem to have used AUD$238 in the valuation.

I expect I am missing something obvious here, so if someone can set me straight that would be much appreciated.
Cheers
Baz

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Can't speak for the revenue side but looks like PFS all in FOB was USD 39.74. If you apply FX of 75c and gross up by 12.5% you get AUD 59.61 which rounds up to the AUD 60 in the valuation.

HIO Price at posting: 49.5¢ Sentiment: Hold Disclosure: Held
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(20min delay)
Last 2.7¢		Change 0.001(3.85%)		Mkt cap ! $27.24M

Open	High	Low	Value	Volume
2.6¢	2.7¢	2.5¢	$29.90K	1.151M

Buyers (Bids)

No.	Vol.	Price($)
1	19231	2.6¢

Sellers (Offers)

Price($)	Vol.	No.
2.7¢	331934	3

View Market Depth

No.	Vol.	Price($)
1	19231	0.026
16	1875864	0.025
4	467707	0.024
5	829758	0.023
2	130000	0.022

Price($)	Vol.	No.
0.027	331934	3
0.028	818709	2
0.029	1125374	4
0.030	290613	5
0.031	234500	1

Last trade - 16.10pm 16/07/2024 (20 minute delay)

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