RE: Licence transfer2 Jun 2024 15:03
Its 130k spod per annum. The 1mil is the throughput.
However 130k x $1200 (49% kodal - c1 fees - mali tax) = $40mil in coffeers a year on only stage 1 of the build.
That's $80mil to expand, develop, pay dividends?, acquire projects, build flotation.
Actual value of the asset .
At stage two
330k x $1200 (kodal 49% - tax - c1 costs)
$100mil in coffers per annum.
Is 130mil mc reasonable ? Considering NAV of the asset and experience, longevity of the profit over life of mines, infrastructure.
Let you decide.