RE: Gold nearing $4100/oz13 Oct 2025 12:23
From Grok...
At $4,100/oz gold, the Tulu Kapi project's NPV to KEFI's 80% share scales upward from the $2,600/oz base due to higher revenues (~$335 million annual gross at 120,000 oz production, vs. ~$215 million at $1,800/oz). Using linear sensitivity (conservative, as higher prices extend mine life via larger pit shells):Estimated KEFI NPV at $4,100/oz: ~£0.20–0.25 per share (total ~£1.9–2.4 billion), based on extrapolating from disclosed figures (NPV rises ~$0.012 per share per $100/oz increase above base).
Implied Market Cap: £1.9–2.4 billion ($2.5–3.1 billion).