what is the impact on project value at todays Cu, Zn and AUD prices? Rough back of the envelope-
Cu revenue is additional $3.6m pa above base case.
By product credits
Zn +$7.9m (this is the mover)
Ag -$720k
additional net by product credit of $7.18m or -20c off C1.
Hence, todays market pricing represents addition to net revenue of $10.78m pa and C1 reduces to $1.37lb.
If you extrapolate over say 9 year mine life I reckon it adds approx. $50m to NPV (pre tax) or 3.2cps.
If the currency falls to .85 the NPV goes up by ~$90m..
The mkt price assumes this project is going nowhere with VXR, but by not even doing anything it has appreciated by 3cps and most likely 6cps when the AUD$ eventually goes lower.
what is the impact on project value at todays Cu, Zn and AUD...
-
- There are more pages in this discussion • 1 more message in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add DVP (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$2.16 |
Change
0.060(2.86%) |
Mkt cap ! $557.3M | |||
| Open | High | Low | Value | Volume |
| $2.10 | $2.20 | $2.04 | $1.503M | 704.6K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 3220 | $2.16 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.18 | 580 | 1 |
View Market Depth
| Last trade - 16.10pm 31/07/2024 (20 minute delay) ? |
| DVP (ASX) Chart |