The updated BFS will be an interesting one...wouldn't be surprised if the revised NPV sits around +US1.5b...
-price increase in ndpr oxide from US77/kg in 20217 to US139/kg spot
-access road construction costs significantly reduced from 2017
-royalty payments to ANRF no longer in place (important part of the EFA too)
-improvements on the processing/refining side
-increase of throughout ~3,000-3,500tpa
Obviously there will be some offset with inflationary pressures increasing $/t but if cash costs remain around the US35/kg opex, its looking like a +US100/kg margin at current prices. Cant see a huge swing of opex increase as its free digging and has a 1.7 strip ratio
The updated BFS will be an interesting one...wouldn't be...
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22.0¢ |
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Mkt cap ! $58.61M | |||
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| PEK (ASX) Chart |