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General Chat, page-6084

  1. 3,286 Posts.
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    I think the interview was quite balanced though, and laid out the opportunity and risks well;

    Opportunity
    Further RPM style discoveries likely - > NPV, LOM, payback improvements
    Mixed Metals Discoveries
    Road seems to progress
    Local and State support for project on state land
    Undervalued to nearology project

    Threats
    Road may take longer than expected, unclear what NPV looks like if no road
    POG
    Financing

    The road is the big unknown also at it may have enerhy provision implications (and their neighbours USGO have the same uncertainties but it does not hinder their valuation) and NVA should come clear about the impact to IRR, NPV, payback.
    I personally feel the road will be realized. Just not sure about government timelines.
 
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