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.
Pastimes : Zenyatta Free Speech Board -- Ignore unavailable to you. Want to Upgrade?


To: NuclearCrystals who wrote (696)6/2/2015 12:15:38 AM
From: stuffbug  Respond to of 22811
 
From LTGoldBull

What if,....

    Recovery is 98% (instead 80%) and Processing at $600/t plus Mining Costs (big reduction from my $2000/t and $100M/yr figure)

    My $200M Capex may be lower too (ie., Focus Capex $126M – but no caustic roast, ZEN Processing is for Crushing, Flotation, Caustic Roast)

    A Higher than $8500/t Finished Product Price

What if your $200M CAPEX is 50% too low, recovery is less than 80%, production is 30,000 tonnes per year (not 50,000 tpa), and assumed pricing is materially lower ($7,500 vs $8,500)?

Would you then say that your estimates were complete BS, a complete disservice to your fellow investors, and nothing more than a gratuitous pump?

From now on, it may be prudent for LTGoldBS to preface his posts with "While I may not know how to analyze a mining exploration company, here are my recent flights of fancy".