CYL 2.82% $2.92 catalyst metals limited

Henty Mine valuation, page-6

  1. 2,194 Posts.
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    ive got no idea what might happen. This market is fickle with so many macro risks - youre guess is as good as mine

    all i know is if they keep hitting target and banking profit then Henty is worth $100mil, and should pay itself off in just over 1yr
    sounds easy right...

    2k+ oz per month, every month for the next 10 years...what could go wrong???
    -POG needs to not drop (on average over 10 years)
    -costs need to be kept under control
    -drilling needs to be maintained
    -maintenance, production downtime, plant issues need to be kept under control
    -personnel issues
    -environmental impacts, tailings, water
    -supply chain, parts, equipment costs
    -covid
    -monetary policy
    -etc etc etc

    BUT on the upside...
    -increasing the resource estimate
    -increasing tonnage
    -strong chance of inflation effecting POG to the upside (IMO)

    all adds to the bottom line





 
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