Australia's largest stock trading and investment forum Australia's #1 stock forum

AVZ

Click for more information

0.00%

78.0¢ avz minerals limited

Risks to be Discussed, page-267

First 267 Last

Share
Profile

Follow
readyaimfire

11,422 Posts.

1513

04/03/20

16:36

Post #: 43305244
Share

Originally posted by Scarpa ↑

That is rubbish - 4 times higher. You seriously need to understand how Discounting works. If LTR continue with a 2mtpa plant when they get to those high grades profit outcomes as it relates to NPV will be significantly discounted given when they will be mined. If move to a 5mtpa configuration there is increased capex, and opex costs in the underground section to think about. Because of grade, costs in underground will be ok but not as low a you think. Obviously this is all based on deleterious elements been low in the assays and as it translates to METs. Costs also depend on how much floatation is used compared to less costly DMS only product.

This is before we talk about approval processes, including access to water, and any risks to cost that an be imposed there by environmental requirements, native title holders, others from operating in Oz thereof.

Risk operate all ways btw as I have posted in the past.

Doesn’t surprise me market reaction here, as IMO what has happened last few days is a poor reflection on management, despite management improving since 2017.

All IMO

Expand

Management don't control the FIRB

AVZ Price at posting: 6.7¢ Sentiment: None Disclosure: Held
6 Upvote

0 Great analysis

Reply

Top Stories

MKT

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

ASX Market Open: Local bourse to rise as US voting underway | 6 Nov 2024

Palladium's the newest geopolitical hot commodity. But ASX exposure is limited

MBK

Metal Bank JV ink fresh exploration permit in Saudi Kingdom

RBA holds rates as ALP election campaigning kicks off – expect more political focus

There are more pages in this discussion • 250 more messages in this thread...

First 267 Last

Add AVZ (ASX) to my watchlist