PAN 0.00% 3.5¢ panoramic resources limited

meeting yearly guidance and prod costs down, page-14

  1. 6,402 Posts.
    lightbulb Created with Sketch. 181
    My job in next 2 weeks is to talk this baby to 40c, not 27c, 28c, but north of 40c.

    based on memory, they have cash and ni stock worth 50+Mil, those stocks, if they haven't sold, probably worth 15% more just over last 2,3 days.

    think about this, they produce some 40k ton of ni breakeven at about 6.7US, since then, there is 10% change in currency, and 10% change in ni price. so the company made 20% margin for nothing, 20%*6.7*40k ton * 2000 convert to lb = THAT'S OVER 100MIL DOLLAR A YEAR!

    PAN EV is less than 30Mil including 2 gold mine DFS due now.
 
watchlist Created with Sketch. Add PAN (ASX) to my watchlist

Currently unlisted public company.

arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.