NVA 3.70% 14.0¢ nova minerals limited

Gold up.Grade may be up.OPEX up (inflation).Discount rate up...

  1. 6,123 Posts.
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    Gold up.
    Grade may be up.
    OPEX up (inflation).
    Discount rate up (IRs).
    Recovery flat?
    CAPEX flat or up (inflation, but studies to reduce CAPEX - if it doesn't impact other production and NPV metrics)

    https://hotcopper.com.au/data/attachments/6009/6009870-0e72beeb04acde80c94e21bd5624af1c.jpg



    Overall, $654m prior NPV has some upside?

    Thinking basically: RPM uphill should help NPV (+ Valley and South might help), discount rate will hurt it. Inflation in costs and gold price somewhat cancel each other out.
    Heap leach could help, but is a bit more or a longshot, or longer term study?
 
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