TRH transit holdings limited

potash potential npv (10%) of $3.3-$7 bn

  1. 155 Posts.
    lightbulb Created with Sketch. 16
    Using the following info from the RMResearch report:

    Mine Life: 25 years
    Production rate: 2MTpa
    Projected Potash price: $500-700/tonne KCL FOB
    Capital Cost: $2.4 Bn
    Op and sustaining cost: $183/tonne KCL

    I get:

    NPV @ 10% discount rate and $500/tonne KCL FOB of $3.355 Bn and an IRR of 23%.

    NPV @ 10% discount rate and $700/tonne KCL FOB of $6.986 Bn and an IRR of 42%.

    Could be a monster IMO! What would that make it a 300-700 bagger? LOL. Might have to get a small parcel!
 
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