Does this take into consideration the percentage ownership we...

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TheCount

2,121 Posts.

332

16/01/21

11:39

Post #: 50214616

Originally posted by Miljew123: ↑
Hello ladies, happy Friday!

Where else would you rather be then sitting on hot copper sharing thoughts on valuation of AVZ and its peers!

I found a little NPV calculator and have used the following figures from my last Wedge earnings calculations. Its not going to be spot on but close anyway

Total CAPEX using case 3=$545,470,000

With wedge results
Without wedge results
1
NPAT 75% to AVZ
$6,788,186,666.67
$4,502,188,633
2
Average annual NPAT
$242,435,238.09 (28 Years)
$225,109,432
3
EPS 3 Billion
0.080
0.075
4
SP P/E 10
$0.80 USD = $1.04 AUD
$ 0.75 USD
5
SP P/E 15
$1.20 USD = $ 1.56 AUD
$ 1.125 USD
6
SP P/E 35 (The honey pot)
$2.80 USD = $ 3.64 AUD
$2.625 USD

Of course we are in USD so convert 1,710,769,665 to AUD....
..............................................................................................................Drum roll please!

Revised DFS figures for NPV of Manono possibly sit around the 2,207,986,050 AUD!
Expand
Does this take into consideration the percentage ownership we currently have?

The sheer size of the potentially mined material, the low strip, long mine life and now the improved share price has me salivating at more than @jag72 pictures!

Very happy LTH,
TC.

AVZ Price at posting: 20.5¢ Sentiment: Buy Disclosure: Held

18 Upvote

0 Great analysis

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Add AVZ (ASX) to my watchlist

		With wedge results	Without wedge results
1	NPAT 75% to AVZ	$6,788,186,666.67	$4,502,188,633
2	Average annual NPAT	$242,435,238.09 (28 Years)	$225,109,432
3	EPS 3 Billion	0.080	0.075
4	SP P/E 10	$0.80 USD = $1.04 AUD	$ 0.75 USD
5	SP P/E 15	$1.20 USD = $ 1.56 AUD	$ 1.125 USD
6	SP P/E 35 (The honey pot)	$2.80 USD = $ 3.64 AUD	$2.625 USD

Does this take into consideration the percentage ownership we...

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