I like the general thematic of Renascor and the tier one nature of their flagship project but are there any HC members who have a good understanding of the Siviour BAM Project that can provide some clarity on the following to allow me to assess its fundamental value relative to current market capitalisation of circa A$425m:
I see the June 2020 project study resulted in an NPV(10) of US$499m (~A$770m at current exchange rates) based on stage 1 production of 28k tpa of PSG:Any information is greatly appreciated.
- Do we know what the current updated study is contemplating as its increase to planned production capacity for stage 1?
- What are the current total capital costs for stage 1?
- What funding has already been conditionally secured (above the A$185m loan facility from Export Finance Australia) to fund this?
- I know it is subject to a feasibility study now but has Company provided any indication on what the numbers for proposed Stage 2 look like? ie. Production rates, NPV, capex, Life of Mine?
- What is the project construction time and planned timing of first production?
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8.1¢ |
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Mkt cap ! $205.8M |
Open | High | Low | Value | Volume |
8.3¢ | 8.3¢ | 8.0¢ | $240.7K | 2.980M |
Buyers (Bids)
No. | Vol. | Price($) |
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2 | 17000 | 8.0¢ |
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Price($) | Vol. | No. |
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8.1¢ | 117618 | 2 |
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No. | Vol. | Price($) |
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2 | 17000 | 0.080 |
7 | 437229 | 0.079 |
5 | 100897 | 0.078 |
3 | 136000 | 0.077 |
1 | 13167 | 0.076 |
Price($) | Vol. | No. |
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0.081 | 117618 | 2 |
0.083 | 125000 | 1 |
0.084 | 72158 | 1 |
0.085 | 247000 | 5 |
0.086 | 222919 | 3 |
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