Australia's largest stock trading and investment forum Australia's #1 stock forum

MYL

Click for more information

0.00%

7.0¢ myanmar metals limited

2 years payback says it all based on the worst case production...

First 19 Last

Share
Profile

Follow
densamer

1,193 Posts.

169

20/09/18

17:15

Post #: 35733248
Share

Originally posted by Kashmir89 ↑

Based on my calculations using the mid-point valuation of US$456m on the new sensitivity chart, that’s a A$650m NPV for MYL’s share, which equates to 50c a share for China pit only, 26% of total known resource today.

Also doesn’t take into account value of other two lodes and exploration upside. Sure there’s a Myanmar discount but a sensible de-risked value should be applied here given they were smart to get two well connected in country partners on-board. One of these partners works with some big multinationals in Myanmar so they are hardly sharks. I doubt Unilever will want to partner with any unsavoury types.

Expand

2 years payback says it all based on the worst case production sharing agreement for only 1/4 of the China pit. It's a money printing machine after 2 years.

MYL Price at posting: 7.0¢ Sentiment: Buy Disclosure: Held
3 Upvote

0 Great analysis

Reply

Top Stories

Breaking news: New opportunities for investors & companies - HotCopper opens to capital raising!

History-making uranium sample grades and an imminent drill run. Infini Resources is poised to transform in 2025

ACW

This biotech stock raised $11M in a risk-off environment. Its Alzheimer's drug could change the game

WC8

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

MIN

MinRes's Ellison knows he screwed up – for that reason, hunt for new Chair to be sped up

There are more pages in this discussion • 3 more messages in this thread...

First 19 Last

Add MYL (ASX) to my watchlist