to all interested parties on the III threads (which by the way have been thoroughly enjoyable IMO).. ok here's some interesting DCF's (note: amateur, so use with caution). note: let me know if you disagree with any assumptions (or calc's) and i can re-run these to reflect your ideas. the capex figures I have used are particularly open to debate, would value opinions here. also all factors (assumptions) like recovery, dilution, grade, tax, royalties, metal prices, exchange rate blah blah..
re-runs to test sensitivity (sensitivity analysis for risk)to different factors can also entertained if anyone wants to see it done.
first Mt Carbine
now Mt Carbine and Watershed combined
anything over US$200/mtu looks pretty tasty, mind you 30% IRR beats the crap out of bank interest...
kind regards
III Price at posting:
7.7¢ Sentiment: LT Buy Disclosure: Held
