Oposura Capex mystery solved, page-63

Hi dolcevita

$900M?? ...whoeee! how do you get that number? [you need to supply your working assumptions .... as a best case scenario the number I get is $350m ... i.e. revenue net ~$200/tonne of mined ore = $35m/y for a 10 year life of mine ... but it could be much less than that if some of the worries put forward by @tangs are realised]

If you have not seen this you might find find it interesting...

http://cdn.ceo.ca.s3-us-west-2.amazonaws.com/1cce4n1-Module 1 - Doug Beattie on Zinc.pdf

As far as opinions.. I have nothing to add atm ... when the results come out then things will be easier to understand ...


for general reference across a wide range of commodities this is a useful link

https://ceo.ca/