SVM 4.24% 79.0¢ sovereign metals limited

NPV Analysis

  1. 448 Posts.
    lightbulb Created with Sketch. 41
    See below my estimates and assumptions for calculating an NPV for SVM, since the scoping study didn't go so far as providing an NPV. Personally think these assumptions are pretty conservative and haven't fully factored in the recent drilling (I've only gradually increased throughput later down the track - personally I think this will be more extreme in its impact in reality) which is likely to increase the annual throughput and LOM.
    Regardless, I'm spitting out an NPV of over US$220m. Given Middlemas' record for bringing projects online it seems SVM is pretty undervalued right now trading at circa 15% of NPV.

    Any thoughts on the analysis or errors/inconsistencies please do tell...

    Screen Shot 2018-04-06 at 3.31.58 pm.png
 
watchlist Created with Sketch. Add SVM (ASX) to my watchlist
(20min delay)
Last
79.0¢
Change
-0.035(4.24%)
Mkt cap ! $380.9M
Open High Low Value Volume
81.0¢ 81.0¢ 77.0¢ $322.0K 410.2K

Buyers (Bids)

No. Vol. Price($)
2 7735 78.0¢
 

Sellers (Offers)

Price($) Vol. No.
79.0¢ 2051 1
View Market Depth
Last trade - 16.10pm 03/12/2024 (20 minute delay) ?
SVM (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.