Hold both, probably like a lot of holders here so not trying to...

Hold both, probably like a lot of holders here so not trying to cross promote but more of a comparison...

G1A / AGY

Status:
Funding agreement executed / Not yet funded

Capex:
$154 mill / $196 mill

Payback:
2 years / 2.1 years

Annual Cash Flow:
$97 mill / $102 mill

Mine Life:
14 years / 16.5 years


NPV:
$528 mill (8% discount) / $554 mill (10% discount)

IRR:
50% / 53%

EBITDA Margin:
39% / 61%


G1A (fully diluted) at 34c trading at 25% of NPV
AGY (fully diluted) at 14c trading at 23.5% of NPV

Both have excellent metrics and scope for improvements.