CYM

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4.4¢ cyprium metals limited

[ATTACH] Just for show this is what they (MLX) believed the...

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setfire2thehive

3,910 Posts.

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08/04/21

07:48

Post #: 52317266
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Originally posted by setfire2thehive ↑

I'm not sure if this post is directed at me but you advised to look into finders as a comparison to CYM. Which at a very high level i did. So as to understand how the copper plate production related back to AISC.

Now you're somewhat insinuating this is stupid and here's all the differences. I didn't compare them originally because they are different and hence why initially i had built my assumptions specifically around the nifty project and infrastructure they did have with a couple of assumptions as to what they were producing.

So which is it, should we compare or not or only when it's convenient?

RE: figure 2 lol. It's snipped in because i took a screenshot of the entire page. Did I at all in my post mention debt, discuss debt etc? No.

The post was looking at AISC and that's the reason for the screenshot, and i was commenting how it was interesting how the Cash cost decreased towards the end of operations due to the leaching process.

I do agree on the lag time as well as some of the profits from nifty funding the other projects, but also see this as of course a positive outcome.

Is there any figures about the refurbishment/recommissioning costs to the plant/infrastructure or are they expecting to have enough capital from the acquisition to fund this. Not sure if this forms part of the study but i'm assuming it would? Might be unreasonable to assume but if cash for rehab was require maybe the concept of a small amount of debt isn't as ludicrous recall this was 40-60m as per MLX's studies. Though of course there are obviously alternatives and again make apologies that i'm only beginning to get my head around things. I do however make no apologies for presenting my opinions and respect others for have views opposing them.

Seeing as how my posts are interpreted as 'misleading', 'flat footing 'egraneous' and from the devil himself do you have have an opinion on;

a) AISC of Nifty - please detail your assumptions
b) The long term pricing forecast for Cu

Just want to see how indifferent our figures are, honestly don't think they're probably all that different so not sure the abrasive responses are warranted.

SF2TH

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Just for show this is what they (MLX) believed the cashflow would look like for nifty.
Which if you view in reference to the below in the last years this is little waste and more processed tonnes.

I do note that MLX had only modelled on 10Y whereas Baz has stated they will be able to support 20Y operation at 20,000tpa

Again, the snip from Finder was to tell a story relating to AISC and how it varies over LOM. The above charts are of the study performed on Nifty which in the absence of any other concrete data everyone will need to formulate their own musings on the intricacies that may flex these figures under the new strategy and hopefully not be chastised for it.

SF2TH

Last edited by setfire2thehive: 08/04/21

CYM Price at posting: 24.0¢ Sentiment: None Disclosure: Held
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