Hi Guys,
Very quickly (because I am actively buying more!):
Scoping study excellent!
Conservative asumptions (eg POG $1,000 oz)
EVG share of profit $234m
Lowest cost quartile globally
profit per EVG share (fully diluted to 700m shares) = 33.4c
LL NPV = 31.5c per share (undiluted)
No further dilution required over and above Dec-11 options
Much upside given current POG
Total project values for LL and Azuay +60c ---> SP 12c!!
San Gerardo blue sky upside "potentially at least as good again as Pinglio and Papercorp" + shared infrastructure benefits
It's all good IMO!
Cheers
John
news out, page-2
-
- There are more pages in this discussion • 11 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
