entering the fray of IGO after doing my calcs on future earnings and leverage to Ni/ EV battery market..
time to get back on this, Nova is paid for, the pain is over..
check the Nova FY18 guidance which includes up to 1k T cobalt and approx 13kt Cu, which is going to be an approx $150-200M free kick to revenue, let alone the monster Ni prod 25-29kT
Long to put out 5kT Ni in final year, Tropicana up to 147koz Au, Jaguar down to approx 30kT Zn..
Personally I think Nova guidance will be at the lower end, lets see what they achieved for the Sept qtr, but nevertheless, this is going to be a dramatically different Co on paper at the close of FY18
GLTAH
opportunity?, page-374
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$5.09 |
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