Looking forward to the updated BFS for Prieska. A lot (no longer pushing the 'big bang' build) has changed since the 2020 BFS but the fundamental impact of Cu/Zn price moves is unchanged I assume.
We currently have an approximate 30% lift in the assumed Cu price (US$6680/t) to the spot today of ~US$8520. Feeding that into the BFS sensitivity chart would result in a lift in NPV of a conservative 30%. Add in another 5% from forex moves, we could easily see the US$550M NPV lift to something closer to US$730M and a post-tax IRR above 40%?
Maybe offset to some extent by capex cost increases?
- Forums
- ASX - By Stock
- Updated BFS for Prieska
Looking forward to the updated BFS for Prieska. A lot (no longer...
-
- There are more pages in this discussion • 3 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add ORN (ASX) to my watchlist
(20min delay)
|
|||||
Last
1.5¢ |
Change
0.000(0.00%) |
Mkt cap ! $90.83M |
Open | High | Low | Value | Volume |
0.0¢ | 0.0¢ | 0.0¢ | $0 | 0 |
Featured News
ORN (ASX) Chart |
Day chart unavailable
The Watchlist
LU7
LITHIUM UNIVERSE LIMITED
Alex Hanly, CEO
Alex Hanly
CEO
SPONSORED BY The Market Online