POS 0.00% 0.5¢ poseidon nickel limited

WOAH 10.28 now hit 10.37 in last hour Nickel| June 15,07:59...

  1. 9,814 Posts.
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    WOAH
    10.28 now
    hit 10.37 in last hour

    Column 1 Column 2
    0 Nickel June 15,07:59
    Column 1 Column 2 Column 3 Column 4
    0 Bid/Ask 10.2278 - 10.2436
    1 Change +0.0340   +0.33%
    2 Low/High 9.9964 - 10.3729

    and LME NI stocks depleting lower yet again.

    As PH is watching in his own words the share register moves, the NP and HC here, then he will be positively reinforced in knowing that the margin from AISC in the BFS of us$4.90lb has now gone way higher to $10.28 uslb.

    The margin has become us$5.38lb and so is double the costs yet again.
    or in AUD$ terms =
    sales -  $15.19 per lb
    AISC - $7.24 per lb
    margin = aud $7.95 per lb

    or based on 8600Tpa = aud$151Mpa margin/FCF
    2024 PER = 130M/151M = 0.860
    NUTS!

    WSA PER = 39.0
    MCR PER = 19.0
    ASX200 PER = 20.4 average

    a 20-30 times discrepancy, on production at a lowball ratio of only 8600tpa

    We know this is lowball and can much higher as production on the 1.1mtpa option can go as high as 12ktpa-15ktpa based on higher grades or larger throughput to nameplate instead of only using 0.6mtpa capacity & due to higher payabilities and higher margin for sulphide at 16% conc.

    MAKE MONEY BY THE FISTFULL on current NP and FTM plan,
    START HER UP!
    Last edited by tomboy: 15/06/23
 
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