"1. If the plant can process 60,000 tonnes per annum and Alcoa and Sims provide 25,000 tonnes (13,000 + 12,000) then the remaining 35,000 tonnes of capacity will be made up by processing landfill. That would allow the plant to run at full capacity of 60,000 tpa for 4.5 years (160,000 t of landfill divide 35,000 tpa of spare capacity). What happens after this?" after that the revenue from Aus plant will drop but that's not important in the future
"2. The agreement with Sims was originally for 12 months and Alcoa for 3 years, if there is the potential for these contracts not to be renewed (however unlikely it is) then shouldnt the company be valued (or at least their aust operations) using DCF rather than P/E ratio." isn't the research report used DCF?
"Miyabi Gold Project: *They also have not updated their website as they still mention this project. " Miyabi Gold Project Relinquishment
MHM Price at posting:
$1.21 Sentiment: LT Buy Disclosure: Held
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