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SYA BGS comparison, page-71

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stevenjd

26,820 Posts.

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20/06/18

18:12

Post #: 33835539
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Originally posted by Ubique13 ↑

I dug up SYA's revised PFS and updated the comp table accordingly.

I increased BGS' OPEX and CAPEX to be conservative, and kept all spod prices the same. BGS still trumps SYA on all metrics regardless, it doesn't take a genius to see that.

Again, the figures in red are my speculation but I am quite confident that they are within +/- 20% of the figures we get in the PFS due next week which is more accurate than SYA's PFS stated accuracy of +/- 25%.

Also with BGS due for a resource upgrade in the coming weeks and looking like we may see 80 - 90Mt still open in all directions with multiple untested targets to hit, I have included a snapshot of what the figures could look like when producing at 4Mtpa.

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i think when we have both official DFS and PFS2. we can revisit the comparison.

cheers

BGS Price at posting: 53.0¢ Sentiment: None Disclosure: Not Held
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