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Ann: T3 Pre-Feasibility Study - Robust, Long Life Copper Mine, page-21

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geoffsh

329 Posts.

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01/02/18

09:28

Post #: 30725788
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Originally posted by fbx258 ↑

Hi Tim,

I believe it was the general market sentiment in the broader index as well as perhaps ' buy the rumour and sell' the fact in MODs case.

I reread the PFS and a few points stood out here.

Price senstivity graph takes into account NO Silver upside in price, not that they are producing much over the LOM but as a byproduct, they fixed the price at 16.81usd. Thus any meaningful increases in Silver should lower ASIC in FS.

I expect Copper to go higher by 2020 to over 5+ a pound, meaning a higher IRR% along with any Cu exploration success would make this a monster.

Hence IMO PFS is conservative and better that way. Plenty of upside cases to be made.

View attachment 947407
My friend @JID made a good point, that Tiger may not be able to fund the 30% capex and instead elect to become shareholders thus increasing MODs ownership to 100%.

Share price will correct itself with plenty of coming newsflow in 2018.

View attachment 947410

Add to that Bostwana is on the rise and it makes a solid case for MOD.

View attachment 947419

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A very good time to be proving up a potential copper mine.

http://www.mining.com/web/copper-deals-off-best-start-12-years-prices-surge/

MOD Price at posting: 5.8¢ Sentiment: Buy Disclosure: Not Held
7 Upvote

0 Great analysis

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