NKP nkwe platinum limited

whats it worth, page-9

  1. 1,387 Posts.
    those former research reports, were based on previous Garatua, and at the that then basket price you say,

    the new BFS, may include, early cash flow from the E farm from surface, which will revise the debt/ capex equation/ and possible staged developments.

    Hard to say, until we see the numbers, but bring a low opex/capex early starter into the project has to benefit the base line of garatua.

    ie, by giving NKWE and its jv partner, a cash flow from the E farm to pay for the G development.

    (which all amounts to less dilution)

    Anyway you cut it, there's 60-100moz cake here. And we're just working how much cake we will be able to stuff down our necks per annum. 400-600 koz?? and with E, 800?

    Agree, the N farm, was not part of the 2b+ NPV of G, what it does, is just remove uncertainty, and restore some confidence in the SA process.

    Future is bright for Platinum and NKWE.

 
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