RE: B1 updated value26 Nov 2021 10:15
Keith: I did some similar B1 conductor calculations last week assuming a much smaller orebody (10m width) but 5% copper, 1% Nickel, no PGM, 25% margin and then applied various discounting factors including a 3rd party offer at 10% of NPV which equated to 36p/share. Sure there's a huge discrepancy 36p vs 73p but there are too many factors in play to give any meaningful calculations and the predictions are all relative to to KAV's current price 5.5p, i.e. a large upside just on the B1 target.