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13:20
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Originally posted by Seth Davis
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Once feasibility comes in, I drop IGV as it's a fairly loose metric (IGV 5% is a good guide if you have confidence that a resource will be mined). Valuation is tricky because we don't have a study on Macy yet, no cost analysis possible. When we get the numbers I'll create a target and then use that for an expanded case including Aisha and then down grade the number for project risk. Once Macy is producing and cash is coming in then the risk number can be dropped for both projects.
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great buddy, I have something same on my mind. 10 ktpa is agood but won't be happened in short term. 6.5 to 7c for 6 months and and 10c for 6 months after production is my target.
