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17.0¢ magnetite mines limited.

MGT SHARE PRICE,PRE & POST PFS, page-346

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Chiller

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05/07/21

10:38

Post #: 54280524
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Originally posted by Realinvestor1: ↑

Alrighto guys, I managed some time to run some numbers of potential MC and SP post PFS. I have attempted a comparison with VUL NPV who has completed its positive PFS recently and how the PFS has impacted its SP. Also NOTE VUL SP has been severely beaten as its whole project is in doubt as per some Lithium expert. So I have taken the MC just after the PFS.

The table looks at various production capacity at 2,4,6 and 10mtpa. Each production level has estimated SP after PFS and estimated SP at the time pf prod in 2024. You might call this a bit aggressive than my previous post. Given the current environment, I now have opinion that IO price will stay between $120 to $160 by the time we go into prod in 2024. Happy to be corrected.

In my view, the SP will be between 5-10c pre PFS. It could go upto 15c if positive NextOre trial result comes in before PFS and fomo kicks in.

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Gday @Realinvestor1,

I know I am probably a bit too quick off the mark here but cannot wait for your update of your 2021 PFS guesstimate given the release of the PFS with the tantalizing target of a 12.8Mtpa plant with optimisation of up to a 15.5Mtpa plant, as well as all the other detail in the release today https://hotcopper.com.au/documentembed?id=uOMxKKzFkiWRTLKhOROKAxjvTDYL4w21zBD%2Bv%2Fp%2B67FiGug%3D

I have reproduced your previous guess here for reference.

gla

MGT Price at posting: 8.3¢ Sentiment: None Disclosure: Held
2 Upvote

0 Great analysis

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