XAO 0.17% 8,476.8 all ordinaries

STTCOMP NZC, FA Long Market Cap = $90m Cash = $6m EV = $84m Here...

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    STTCOMP NZC, FA Long

    Market Cap = $90m
    Cash = $6m
    EV = $84m

    Here is a quick overview of the NZC value proposition using the following assumptions:
    - Current spot prices for Copper and Cobalt
    - 10% Discount rate
    - Conservative payability and recovery figures
    - No exploration upside (in reality there is loads of upside here for both LOM and throughput)

    Inputing these figures gives a combined pre-tax NPV of A$1.45 Billion, or approximately 17x current MC.

    Screen Shot 2018-04-23 at 12.55.58 pm.png Screen Shot 2018-04-23 at 12.55.47 pm.png
 
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