RE: Share price15 Jul 2024 18:31
Just work this out guys
Current npv at spot with stream is about $4.5 bn. At a 33% pnav that’s 1.5 bn or 50c us or 44 p. Plus upside over the next 12 mths to deliver improvements in metallurgy, tailings , add Tandayama and refine the hydro deal. The impact on revenues is about 5%. Minuscule.
With these improvements and at spot with permits and other non dilutive financing in place within 1-2 years we should be a 60% pnav or 80p.
The market will catch up ….. eventually
Add to this that serious suitors know this and will never let it get that far