PTR petratherm ltd
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Interesting trying to piece together our potential basket...

  1. jasonp
    48 Posts.
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    17/02/25
    19:17
    Post #: 77896914
    Interesting trying to piece together our potential basket price
    12.5% rutile: ~$1600
    12.5% Lucoxene (93%): $800?
    75% PsuedoRutile (75%): $450?
    basket price of ~US$637/t or cA$1,000/t

    assuming (hopefully conservatively) operating costs of:
    Mining: A$100/t
    processing: A$80/t
    site: A$20/t
    logistics (incl shipping)A$250
    royalites: $40/t

    operating margin = cA$500/t

    say 11m processing plant with 10% wastage @ 8.0% HM (95% VHM) = 750,000t VHM @ A$500 margin = A$375m EBITDA

    welcome any input on my my high level assumptions… I feel like I must be off somewhere as this is out of this world… especially given capex is probably only $200-300m
    PTR Price at posting: 28.5¢ Sentiment: Hold Disclosure: Held
    Likes Created with Sketch. 3  Upvote
    lightbulb Created with Sketch.  Great analysis
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0.000(0.00%) 		Mkt cap ! $100.2M
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