SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Gold/Mining/Energy : first quantum minerals FM on TSE -- Ignore unavailable to you. Want to Upgrade?


To: Stephen O who wrote (369)1/10/2006 8:43:38 PM
From: TheSlowLane  Read Replies (1) | Respond to of 385
 
I sent you a note on this with my first pass at the numbers, but I omitted the fact that the $272 million contribution is over a five-year period. Nevertheless, the estimates that they used for copper and gold prices are extremely conservative, so I think we are looking at $10/share upside (or $4-$5/share if their price estimates turn out to be accurate).