based on 88.9mt from a total resource of 370.1mt....
key is the low capex & opex for their projects.
Kanzi
Project Financials (1Mtpa Phosphate rock concentrate) – 100%basis
§ Revenue US$180/t
§ Opex $50.8/t
§ Capex US $106m
§ NPV $626M (pre-tax@10%discount)
§ IRR 58% (pre-tax)
Cacata
Project Financials (800ktpa Phosphate Rock Concentrate) – 100% basis
§ Revenue US$180/t
§ Opex $54.4/t
§ Capex US$157.1m
§ NPV $311M (@10%discount)
§ IRR 40.2% (pre-tax)
Further upside from ...
Chivovo 6.7mt
Mongo Tando 117.7mt
Chibute 150.0mt
Total NPV on a 100% basis could be over $3000m ($3 billion)
http://www.minbos.com/assets/documents/presentations/mnb-marketing-presentation-may-2013.pdf
last broker update...
target $0.66
sp $0.015
http://www.minbos.com/assets/documents/mediaresearch/iirreportapril2013.pdf
Market cap is just plain crazy..
in for a few
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npv$937m vs mkt cap $2m
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Last
5.3¢ |
Change
-0.001(1.85%) |
Mkt cap ! $46.56M |
Open | High | Low | Value | Volume |
5.4¢ | 5.5¢ | 5.3¢ | $19.22K | 357.7K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 67074 | 5.3¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
5.6¢ | 60778 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 67074 | 0.053 |
1 | 20000 | 0.051 |
5 | 851817 | 0.050 |
1 | 500000 | 0.047 |
1 | 150000 | 0.045 |
Price($) | Vol. | No. |
---|---|---|
0.056 | 60778 | 1 |
0.057 | 50979 | 2 |
0.058 | 254454 | 1 |
0.060 | 130000 | 1 |
0.065 | 516000 | 2 |
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