With the widely anticipated SDV DFS due in the coming weeks i thought i'd outline some juicy tidbits :
1. 2013 DFS cap cost USD 369 included USD 33M contingency
2. 60% of the CAPEX was Peso denominated and there has been a 45% devaluation in the Peso v AUD
3. 2013 DFS NPV was USD 380M,
4. 2016 DFS may well be > USD 1billion.
5. Every extra USD 100M increase in value of the DFS equates to 5.5C for GXY
Cant wait !
GXY Price at posting:
48.5¢ Sentiment: Buy Disclosure: Held