DML
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0.00% 1.9¢ discovery metals limited

major concerning is....C1 cost.Compare to ABY: Jorc: 3.2mt...

  1. taisan12
    247 Posts.
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    05/02/13
    12:41
    Post #: 11379491
    major concerning is....C1 cost.

    Compare to ABY:

    Jorc: 3.2mt contained Cu
    Production : 69kt/pa

    But C1 cost is + $2.75/lb

    MC is only $145m...., net cash: +$80m
    EV: $65m


    DML:

    JORC: 2.6mt contained Cu
    Production: 35kt/pa ....50kt/pa(2016, more capital: ?)

    C1 cost: +$3.0/lb atm

    MC: $465m...., net debt: +$150m
    EV: $615m

    Both ABY and DML, major concerning is C1 cost...IMO
    DML Price at posting: 98.7¢ Sentiment: Sell Disclosure: Not Held
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    lightbulb Created with Sketch.  Great analysis
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