Looks good however i believe the Tritton Cu production of 5375 may be on the high side considering Bungy ore is mainly kicking in 2H - I'm expecting 5150. Tritton capex of $10m appears on the low side, I'm expecting $16m, to progress Avoca tank decline and get in the stoping & ventilation infrastructure setup....plus there's always something.
RO reimburement and stamp duty appears high, but I'm not sure of the amount. I believe management will utilise the net RO reimbursement to bring forward procurements of long lead items/equipment and capex.
Overall I'm expecting net cash balance of ~$41m.
Great work @miningnut and pls dont be offended by my comments above.
Cheers
Dec22 quarter predictions, page-2
-
- There are more pages in this discussion • 113 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add AIS (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
22.5¢ |
Change
-0.010(4.26%) |
Mkt cap ! $217.6M | |||
| Open | High | Low | Value | Volume |
| 23.5¢ | 23.5¢ | 22.5¢ | $294.8K | 1.296M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 10 | 316751 | 22.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 23.0¢ | 100223 | 4 |
View Market Depth
| Last trade - 16.10pm 27/06/2024 (20 minute delay) ? |
| AIS (ASX) Chart |