BSE MC is 306M AUD.
AUD post tax NPV of 1.3BN AUD
MC to NPV = 23.5%.
MRQ.
Even using ilmenite pricing of 185usd/t at 17.5mtpa plant ~ 140M Revenue p/a. (ilmenite and zircon only).
AISC for BSE is 3.78usd/t x 17.5mT ~ 85M AUD = 55M AUD profit p/a.
Based on only 150-200mT resource (using a higher grade cut-off) then NPV lands around 250-300M AUD.
MC to NPV = 5.5% and lower quoted capex figures to annualised revenue bodes for more favourable IRR.
For the same NPV to MC ratio MC should be 65M for MRQ.
Not a bad little comparison - proof will be in the pudding come SS time.
SF2TH
BSE MC is 306M AUD. AUD post tax NPV of 1.3BN AUD MC to NPV =...
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