CMR 0.00% 15.0¢ compass resources limited

Lotsa considerations of metals cf concentrates cos lotsa...

  1. 7,486 Posts.
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    Lotsa considerations of metals cf concentrates cos lotsa valuable byproduct streams available hence the detailed FS work required and underway now. Paydirt is VERY good for open cut hence lotsa flexibility to play with. Obvious Qs to ask at the AGM to get better feel for ourwealth creation paths ahead. My personal first pass gutfeel is 10 mill tpa for concentrates only is better than 4 mill tpa hybrids so far as NPV for shareholders is concerned. Then again since CMR have ZERO capex outlay to worry about for the sulphides plant ........ ? Thats why its gonna be VERY intersting to see how sulphides evolve as we have the cushion of oxides earnings to support the likely price evolution Im targeting. Thru 305 next and even Sabre will concede we are now in the third primary .....tho IMO, that was confirmed thru 192. Technos, fundamentals and cosmics all aligned now with positive market Feng Shue. IMBOOC
 
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