Trump's 12 Diamond Picks, Discussions Limited Message Board

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Gold/Mining/Energy : Trump's 12 Diamond Picks, Discussions Limited

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To: maintenance who wrote (1386)	10/19/1998 2:42:00 PM
From: Tomato	Read Replies (1) of 2251

Maintenance, My Man!! HELP!!! I can't understand how Kaiser can come up with figures for WSP multiple times higher than yours, and CC can come up with a $5 target figure with the smaller 3.5 mil tonnes. So, I went to Yorkton's NPV analysis of Aber and started to do the same for WSP before getting hopelessly snarled up. Perhaps you can look at my figures and point me in the right direction, or see if you want to reevaluate you figures...or better yet do a chart like this and finish it properly--- anyone else is welcome to post some figures, too! Assumptions: 1.WSP has 68% of the project 2. There is 10.5 mil tonnes of kimberlite @ $381/tonne 3. ??? years to payback 4. G&A at $1.5 mil /yr [Yorkton doesn't seem to have anywhere to put in G&A in their spreadsheet] 5. 7% costs for marketing and royalties (???)6. taxes at 45% after payback 6. ??? capital expenditure- if $103 mil. for 3.5 mil. tonnes- how many for 10.5?? 7. 30 years to mine everything As you see, I'm already in hot water with all the ????. Anyway.. 100% of Project: 2001 Reserves: 10.5 mil. Productivity: 350k Gross Rev. $133.35 mil. less 7%for marktg.&royl. 9.335 mil NET REV $124.015 mil. Operating cost per yr. 30.5 mil. op. profit 93.5 mil cap expend. ???? cash flow before tax ????? WSP: 68% NPV with discount rate figured in:___________ Doesn't it seem that WSP's earnings once things get going would be at least a buck a share? With a p/e of say, 10, wouldn't that support a price of at least $10?? Other questions that come up for me: 1. If WSP isn't going to be the operator, what happens? Does WSP have to sell the project to someone, or will they hire a contractor to to the mining? If they have to sell, what kind of discounted price can they get? Of course, Aber has a big say in that, eh? 2. How do they finance the project? Stock or debt or both?

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