Well, yes, I have confused matters by comparing with small explorers. In my analysis, I actually pretended that AZY was a producer using the SS estimate for Minyari of $275M capital expenditure and including that in the EV as debt. As a producer, the $91/oz for EV to Resource is not so bad. The Resource figure is Gold equivalent so that Cu etc has been included. Of course this is total JORC resource including AZY's share of Citadel as well as MInyari etc.
Apologies for misleading you and any others. Guess I lost sight of where my figures were coming from.
Newcrest take over, page-30
-
- There are more pages in this discussion • 8 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add AZY (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
1.1¢ |
Change
0.000(0.00%) |
Mkt cap ! $51.81M | |||
| Open | High | Low | Value | Volume |
| 1.1¢ | 1.1¢ | 1.0¢ | $74.69K | 6.946M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 50 | 20322984 | 1.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 1.1¢ | 5699330 | 4 |
View Market Depth
| Last trade - 16.10pm 05/08/2024 (20 minute delay) ? |
| AZY (ASX) Chart |