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11.5¢ peninsula energy limited

PEN - NFWG - U3O8 - Breakout!, page-145

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jaypol

3,975 Posts.

185

14/11/19

16:24

Post #: 41428528
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Originally posted by You3OAte: ↑

You don't read the detail carefully enough phish. Below is the CAPEX table taken from the Low pH Processing Feasibility Study.

So, now the facts are on the table, let's do the maths.

Historic spend - US$173M (from annual report)
Future spend - US$461M
Total spend - US$634M

The above spend for a 3M lb/a plant = US$210 per annual pound. That's off the charts mate. Typical CAPEX spend for PEN peers would be in the region of US$100 per annual pound (some higher, some lower). I don't have the numbers to hand but I'm happy with that estimate - the info is out there, look it up.

On this metric, PEN compares woefully.

Do you still think I 'twist' everything? I present data that you obviously don't read.

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this is undervalued by 200million. do you know why?

PEN Price at posting: 20.5¢ Sentiment: Hold Disclosure: Held
1 Upvote

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(20min delay)
Last 11.5¢		Change 0.000(0.00%)		Mkt cap ! $238.4M

Open	High	Low	Value	Volume
11.5¢	11.5¢	11.0¢	$1.180M	10.46M

Buyers (Bids)

No.	Vol.	Price($)
59	2794646	11.0¢

Sellers (Offers)

Price($)	Vol.	No.
11.5¢	1631137	23

View Market Depth

No.	Vol.	Price($)
59	2959353	0.110
41	3609341	0.105
83	11340215	0.100
8	581213	0.099
10	855420	0.098

Price($)	Vol.	No.
0.115	1537113	22
0.120	5676539	51
0.125	6039412	35
0.130	5660308	49
0.135	3674785	27

Last trade - 14.32pm 07/05/2024 (20 minute delay)


Last 11.3¢			Change 0.000 ( 0.00 %)
Open	High		Low	Volume
11.3¢	11.5¢		11.0¢	5549552
Last updated 14.53pm 07/05/2024 ?

PEN (ASX) Chart

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