"To simplify a US$50 silver price would mean BML is classified as a silver company with significant lead credits assuming the lead price hasn't skyrocketed higher at the same time".
- No, the cash generation from lead for BML will still likely be a touch higher than Ag if silver hits $50 USD, assuming PB is at its base DFS price. Please see the numbers linked to the sensitivity analysis in the quality lead thread. Lead will not be considered a "credit" in this unrealistic scenario.
As stated several times Sorby hills profitability benefits more from increasing lead prices, NOT silver. This is in fact, "basic stuff", and has been quantified numerous times. I'd suggest re-reading these basics.
Go Silver go for Gold, page-258
-
- There are more pages in this discussion • 112 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add BML (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
9.7¢ |
Change
-0.003(3.00%) |
Mkt cap ! $22.63M | |||
| Open | High | Low | Value | Volume |
| 10.5¢ | 10.5¢ | 9.6¢ | $112.4K | 1.123M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 13875 | 9.7¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 9.8¢ | 20000 | 1 |
View Market Depth
| Last trade - 16.10pm 19/06/2024 (20 minute delay) ? |
| BML (ASX) Chart |