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Exposure to robust project economics from the January 2024 PEA outlining an after-tax IRR of 57% and an after-tax NPV discounted at 5% of US$292M2
Jurisdiction diversification reducing risk concentration associated with individual projects or regions
Exposure to an expected 15-year mine life, with a phased development plan and resources of 1,183,000 ounces of gold grading 1.18 g/t in indicated mineral resources, and an additional 582,000 ounces of gold grading 0.98 g/t in inferred mineral resources.
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Nicking ddd's post seems that he's in sensible guidance
PoG $2200 at 87% IRR - NPV $769m
So, at a guess, $2100 PoG would yield around $700m NPV.
If we discounted (I'm not talking DCF here) that by 80%, we sit at a possible bid of $140m, or £110m. Over 200m and we are at 55p. Add a handful of exercised options and take a bit off for taxes and transaction costs and it's not hard to come up with 50p.
I've been out for the afternoon, what did I miss.... LOL
Saietta needed sales, not "jam tomorrow" partnerships
Sorry to see my c50k pre IPO shared reduced to a tax write-off after all these years
Have been in this since Angel funding - as much as punt that was, have ended up underwater versus a one-time 15x or so.
No use having the tech if you can't get the contracts signed. Partner deals always sound great but rarely convert quickly/significantly. Nice lunches, logos on each other's websites feel great though...
Hope for the best
Prepare for the worst
Whether you like it or not, Sein has been on the money far better than the rest of the board, however unpopular
Just because it doesn’t suit, doesn’t mean it’s incorrect
So close. Let’s see how we pan out at long last
IMO on the only viable JV partners (B2G, Calibre or others within the locale) would rather wait for Condor to burn itself out and then pick up the bits for cheap - can't blame them if they can afford to play the long game whilst we cannot
Paid the price for the market confusion?