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Lead price update:Unfortunately, Pb is now down at ~$1960,...

  1. Gwydaer
    882 Posts.
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    28/03/24
    12:07
    Post #: 73101990
    Lead price update:

    Unfortunately, Pb is now down at ~$1960, pretty timely after the comments from others on oversupply issues (well spotted @PhillW)This is a 15% discount from DFS assumptions, representing a -$170m wipe from NPV based on the sensitivity analysis for Pb alone. Silver remains unchanged.

    https://hotcopper.com.au/data/attachments/6065/6065046-49bde0973c0618f28fd2b207d2f217bf.jpg
    Last edited by Gwydaer: 28/03/24
    BML Price at posting: 12.0¢ Sentiment: None Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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