ZYL have done a great job in their communication on this one. Well structured, clear,conservative and delivered as promised, not subsequent to the end of Nov.
I care a lot about profitability and I could glean the Price, Qty, Cost variables easily.
My selfish takeaways:
+ We are going to sell it for a higher price than reported.
+ We are going to sell greater volumes than reported.
+ We are going to make cost savings from the new Maputo port investment, and economies of scale on logistics.
+ As the mine transitions to UG, OpEx will shrink, and production (tonnes/a) will ramp up.
+ Owner-operated contractor = best financial upside, least risk.
ZYL have done a great job in their communication on this one....
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Last
1.6¢ |
Change
0.001(6.67%) |
Mkt cap ! $71.58M | |||
| Open | High | Low | Value | Volume |
| 1.5¢ | 1.6¢ | 1.5¢ | $97.99K | 6.146M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 27 | 8254313 | 1.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 1.6¢ | 237969 | 1 |
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| AZL (ASX) Chart |