Great stuff Kippy, appreciate you running the numbers. Some fairly bold figures in there, but... with a confluence of events, there are moments when stocks can do extraordinary things with the right team at the helm.
Just a query, are you expecting Ok/Star to ramp up to 400ktpa? My understanding is it prob won't go above 250ktpa, unless the achieve some sort of step change in discovering new resources of scale (you put 400ktpa).
I was having a great discussion with a few friends on Friday regarding PNR and.... well.. I am very biased, but I postulated, that I believe PNR is the most likely producer to discover a 1m oz+ deposit/lode in the next 12 months, due to the ramp up of drilling, huge lack of exploration at Norseman, past success at Norseman when exploration did occur and past discoveries of scale.
Would love to know of any other companies that HCers think my be able to outdo PNR?
Not in any way saying it's a guarantee, just... a matter of probabilities. Of course, may not happen at all, but... when I look across the companies I hold in W.A, other than Spartan, which has already discovered 2 ore bodies holding 1moz (Pepper will soon have more than 1moz).
Good luck to all holders.
PNR Price at posting:
$2.84 Sentiment: Buy Disclosure: Held
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