Diskussion zu Silver Elephant Mining Corp, ehemals Prophecy Development Corp. (Seite 2643)
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Antwort auf Beitrag Nr.: 43.778.835 von Rohstoffinvestor am 02.11.12 12:30:18wer weiss wie hoch die Kasse noch ist die müßte man zu dem Beteiligungswert dazu zählen ...und vielleicht ist dann die Kohle sogar weniger als Null wert "selbst ohne Bewertung des Inventars" 
- 36% Internal Rate of Return (IRR).
-- 4 Years payback on USD 31.0 million capital.
-- USD 70.5 million Net Present Value (NPV) at 10% discount rate.
Das sind doch sehr schöne Zahlen. Voraussetzung ist natürlich, dass diese Zahlen durch das PPA bestätigt werden.
Gut finde ich auch, dass der Kauf der Tethys Lizenz verschoben wurde. Bei dem schmalen Geldbeutel sollte man sich auf das Wesentliche konzentrieren.
-- 4 Years payback on USD 31.0 million capital.
-- USD 70.5 million Net Present Value (NPV) at 10% discount rate.
Das sind doch sehr schöne Zahlen. Voraussetzung ist natürlich, dass diese Zahlen durch das PPA bestätigt werden.
Gut finde ich auch, dass der Kauf der Tethys Lizenz verschoben wurde. Bei dem schmalen Geldbeutel sollte man sich auf das Wesentliche konzentrieren.
Antwort auf Beitrag Nr.: 43.779.371 von Peedy2003 am 02.11.12 14:30:08Danke. Hätte genauer lesen sollen.
Antwort auf Beitrag Nr.: 43.779.360 von Rohstoffinvestor am 02.11.12 14:27:15JA - The mineral resource estimate covers only Chandgana Tal mining licenses. There exists potential to scale up the Chandgana power plant project and source additional coal supply from Chandgana Coal's nearby Khavtgai Uul coal deposit.
Antwort auf Beitrag Nr.: 43.779.121 von bailey09 am 02.11.12 13:38:42Das ist doch nur die Kohle vom Chandgana Tal - oder liege ich da falsch ?
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Wie sind denn die Zahlen zu bewerten? Ich hab da erhlich gesagt nicht ganz so viel Ahnung? Positiv oder eher negativ?
So, ich denke mal, das Vertrauen in die Umsetzung des Projektes sollte damit schön langsam zurück kehren..... und damit verbunden eine etwas realistischere Kursfeststellung ! 
Antwort auf Beitrag Nr.: 43.778.980 von iwa-eam am 02.11.12 13:06:35Das wurde hier ja schon öfters erwähnt. Das Asset Kohle wird mit fast nichts bewertet...
Prophecy Receives Chandgana Preliminary Economic Assessment
VANCOUVER, BRITISH COLUMBIA -- (Marketwire) -- 11/02/12 -- Prophecy Coal Corp. ("Prophecy" or the "Company") (TSX: PCY)(OTCQX: PRPCF)(FRANKFURT: 1P2) is pleased to announce that it has received the NI 43-101 compliant Preliminary Economic Assessment (PEA) on its Chandgana Tal coal mining licenses in central Mongolia. The PEA examines the economics of coal production from the mining licenses and excludes the Chandgana Khavtgai exploration license. Prophecy's wholly-owned subsidiary Chandgana Coal LLC intends to mine the coal and supply it to the proposed 600MW (150MW x 4) Chandgana mine-mouth power plant, which is planned to be operated by Prophecy's wholly-owned Prophecy Power Generation, LLC. The PEA was prepared by John T Boyd Co. (Boyd), one of the world's largest independent consulting firms exclusively serving the coal, mineral, financial, utility, and power-related industries. Highlights of the PEA are as follows:
Coal Resources and Mining
The two Chandgana Tal mining licenses contain an estimated 124 million tonnes of coal resources all in the measured category. The average in-place coal gross calorific value is 3,306 kcal/kg. After a short ramp-up period, mine production will be 3.5 million tonnes per year throughout the 30 year life of the mine, in order to meet the demands of the power plant. The mine will be a surface (open pit) mine and is located 2km from the proposed power plant site. The aggregate coal seam thickness is as great as 50m and the overburden is relatively thin, making for a low average strip ratio of 0.70:1 over the life of the mine.
The estimated total Run-of-Mine (ROM) coal product tonnage recovered over the life-of-mine plan and other study results are shown in the table below:
STUDY RESULTS
Description Amount
ROM Coal Product (kt) 103,946
Waste (kBCM) 73,122
Stripping Ratio (BCM: t) 0.70
Annual Estimated Production (kt) 3,500
Mine Life (years) 30
Operating Costs
The life of mine average total cash cost of sales is estimated at USD 12.63 per tonne, including the fees for a contract miner with owner equipment. The breakdown of the cost is as follows:
UNIT CASH COST OF SALES
Direct Costs Unit Cost (USD / t)
Labor 0.78
Materials and Supplies 6.56
Subtotal Direct Costs 7.34
Contingency
Cash Cost Contingency @ 10% 0.73
Indirect Costs
General & Administration - Off Site 0.75
Royalties, Emissions Tax, License Fees 1.24
Contractor Management, Margin, Overhead 2.57
Subtotal Indirect Costs 4.56
Total Unit Cash Costs of Sales 12.63
Capital Costs
The initial pre-production capital costs are estimated at USD 31.0 Million, including 10% contingency, and are summarized below:
ESTIMATED INITIAL PRE-PRODUCTION CAPITAL EXPENDITURES
Area Cost (USD mn)
Surface Equipment Capital 14.2
Site Infrastructure Capital 9.6
Subtotal 23.9
Total Capital Contingency @ 10% 2.4
Pre-production Cash Cost 4.7
Total Capital Expenditures 31.0
The life of mine estimated capital costs total USD 160.2 million.
The independent PEA study reports that the Chandgana Coal project will produce the following pre-tax financial results:
-- 36% Internal Rate of Return (IRR).
-- 4 Years payback on USD 31.0 million capital.
-- USD 70.5 million Net Present Value (NPV) at 10% discount rate.
A pre-tax financial model was prepared using a conservative initial mine gate price of USD 17.70 per tonne, 30 year mine life and 100% equity financing. The coal price is fully indexed and adjusted annually to account for variable costs such as fuel, parts, and wages.
The results of a sensitivity analysis, carried out to evaluate project economics with respect to coal price, NPV, and IRR, are described in the following table.
NET PRESENT VALUE (USD mn)
Discount Base
Rate % Case Coal Price Operating Cost Capital Expenditure
+10% -10% -10% +10% -10% +10%
(Better) (Worse) (Better) (Worse) (Better) (Worse)
8 94.6 139.8 49.4 133.4 55.8 100.8 88.4
10 70.5 106.2 34.8 101.2 39.7 75.7 65.3
12 53.1 82.0 24.3 78.0 28.2 57.6 48.6
15 35.2 56.8 13.5 54.0 16.4 39.0 31.4
IRR (%) 36 48 23 47 25 40 32
Conclusion and Opportunity:
The financial evaluation indicates that the project is potentially economically viable given the coal pricing assumption of US $17.70 per tonne sold at mine gate to the power plant. The coal price is fully indexed and will rise according to rising input costs such as fuel, labor, and parts. The coal project is hence expected to provide stable return throughout the life of mine. The mineral resource estimate covers only Chandgana Tal mining licenses. There exists potential to scale up the Chandgana power plant project and source additional coal supply from Chandgana Coal's nearby Khavtgai Uul coal deposit. An independent study sponsored by Asian Development Bank suggested a Mongolia power supply deficit of 600MW by 2016 and 900MW by 2019. This deficit could be satisfied by a scaled up Chandgana power plant.
The Technical Report (PEA) report will be filed on SEDAR within 45 days.
The Company cautions the PEA is preliminary in nature and has a 35% margin of error.
The Company also announces it is postponing the purchase of coal assets from Tethys Mining LLC announced on June 18, 2012 until the Mineral Resources Authority of Mongolia accepts the transfer application.
The technical contents of this news release have been reviewed and approved by Christopher M. Kravits, P.Geo who is a Qualified Person as defined in NI 43-101. Mr. Kravits has 34 years of US and international relevant coal geology experience. He has been active in Mongolia since 2007.
The financial contents of this news release have been reviewed and approved by John T Boyd Company and Thaddeus J. Sobek, lead Qualified Person on the PEA. Mr. Sobek is a Qualified Person as defined in NI 43-101. Mr. Sobek has 37 years of relevant mine engineering, planning and feasibility study experience and has performed work on properties in North America, Asia, Europe, and South America...
http://www.finanznachrichten.de/nachrichten-2012-11/25060704…
VANCOUVER, BRITISH COLUMBIA -- (Marketwire) -- 11/02/12 -- Prophecy Coal Corp. ("Prophecy" or the "Company") (TSX: PCY)(OTCQX: PRPCF)(FRANKFURT: 1P2) is pleased to announce that it has received the NI 43-101 compliant Preliminary Economic Assessment (PEA) on its Chandgana Tal coal mining licenses in central Mongolia. The PEA examines the economics of coal production from the mining licenses and excludes the Chandgana Khavtgai exploration license. Prophecy's wholly-owned subsidiary Chandgana Coal LLC intends to mine the coal and supply it to the proposed 600MW (150MW x 4) Chandgana mine-mouth power plant, which is planned to be operated by Prophecy's wholly-owned Prophecy Power Generation, LLC. The PEA was prepared by John T Boyd Co. (Boyd), one of the world's largest independent consulting firms exclusively serving the coal, mineral, financial, utility, and power-related industries. Highlights of the PEA are as follows:
Coal Resources and Mining
The two Chandgana Tal mining licenses contain an estimated 124 million tonnes of coal resources all in the measured category. The average in-place coal gross calorific value is 3,306 kcal/kg. After a short ramp-up period, mine production will be 3.5 million tonnes per year throughout the 30 year life of the mine, in order to meet the demands of the power plant. The mine will be a surface (open pit) mine and is located 2km from the proposed power plant site. The aggregate coal seam thickness is as great as 50m and the overburden is relatively thin, making for a low average strip ratio of 0.70:1 over the life of the mine.
The estimated total Run-of-Mine (ROM) coal product tonnage recovered over the life-of-mine plan and other study results are shown in the table below:
STUDY RESULTS
Description Amount
ROM Coal Product (kt) 103,946
Waste (kBCM) 73,122
Stripping Ratio (BCM: t) 0.70
Annual Estimated Production (kt) 3,500
Mine Life (years) 30
Operating Costs
The life of mine average total cash cost of sales is estimated at USD 12.63 per tonne, including the fees for a contract miner with owner equipment. The breakdown of the cost is as follows:
UNIT CASH COST OF SALES
Direct Costs Unit Cost (USD / t)
Labor 0.78
Materials and Supplies 6.56
Subtotal Direct Costs 7.34
Contingency
Cash Cost Contingency @ 10% 0.73
Indirect Costs
General & Administration - Off Site 0.75
Royalties, Emissions Tax, License Fees 1.24
Contractor Management, Margin, Overhead 2.57
Subtotal Indirect Costs 4.56
Total Unit Cash Costs of Sales 12.63
Capital Costs
The initial pre-production capital costs are estimated at USD 31.0 Million, including 10% contingency, and are summarized below:
ESTIMATED INITIAL PRE-PRODUCTION CAPITAL EXPENDITURES
Area Cost (USD mn)
Surface Equipment Capital 14.2
Site Infrastructure Capital 9.6
Subtotal 23.9
Total Capital Contingency @ 10% 2.4
Pre-production Cash Cost 4.7
Total Capital Expenditures 31.0
The life of mine estimated capital costs total USD 160.2 million.
The independent PEA study reports that the Chandgana Coal project will produce the following pre-tax financial results:
-- 36% Internal Rate of Return (IRR).
-- 4 Years payback on USD 31.0 million capital.
-- USD 70.5 million Net Present Value (NPV) at 10% discount rate.
A pre-tax financial model was prepared using a conservative initial mine gate price of USD 17.70 per tonne, 30 year mine life and 100% equity financing. The coal price is fully indexed and adjusted annually to account for variable costs such as fuel, parts, and wages.
The results of a sensitivity analysis, carried out to evaluate project economics with respect to coal price, NPV, and IRR, are described in the following table.
NET PRESENT VALUE (USD mn)
Discount Base
Rate % Case Coal Price Operating Cost Capital Expenditure
+10% -10% -10% +10% -10% +10%
(Better) (Worse) (Better) (Worse) (Better) (Worse)
8 94.6 139.8 49.4 133.4 55.8 100.8 88.4
10 70.5 106.2 34.8 101.2 39.7 75.7 65.3
12 53.1 82.0 24.3 78.0 28.2 57.6 48.6
15 35.2 56.8 13.5 54.0 16.4 39.0 31.4
IRR (%) 36 48 23 47 25 40 32
Conclusion and Opportunity:
The financial evaluation indicates that the project is potentially economically viable given the coal pricing assumption of US $17.70 per tonne sold at mine gate to the power plant. The coal price is fully indexed and will rise according to rising input costs such as fuel, labor, and parts. The coal project is hence expected to provide stable return throughout the life of mine. The mineral resource estimate covers only Chandgana Tal mining licenses. There exists potential to scale up the Chandgana power plant project and source additional coal supply from Chandgana Coal's nearby Khavtgai Uul coal deposit. An independent study sponsored by Asian Development Bank suggested a Mongolia power supply deficit of 600MW by 2016 and 900MW by 2019. This deficit could be satisfied by a scaled up Chandgana power plant.
The Technical Report (PEA) report will be filed on SEDAR within 45 days.
The Company cautions the PEA is preliminary in nature and has a 35% margin of error.
The Company also announces it is postponing the purchase of coal assets from Tethys Mining LLC announced on June 18, 2012 until the Mineral Resources Authority of Mongolia accepts the transfer application.
The technical contents of this news release have been reviewed and approved by Christopher M. Kravits, P.Geo who is a Qualified Person as defined in NI 43-101. Mr. Kravits has 34 years of US and international relevant coal geology experience. He has been active in Mongolia since 2007.
The financial contents of this news release have been reviewed and approved by John T Boyd Company and Thaddeus J. Sobek, lead Qualified Person on the PEA. Mr. Sobek is a Qualified Person as defined in NI 43-101. Mr. Sobek has 37 years of relevant mine engineering, planning and feasibility study experience and has performed work on properties in North America, Asia, Europe, and South America...
http://www.finanznachrichten.de/nachrichten-2012-11/25060704…
Antwort auf Beitrag Nr.: 43.778.835 von Rohstoffinvestor am 02.11.12 12:30:18oh.... danke... da hab ich mich vertippt
trotzdem: anscheinend ist die kohle dann eh nichts wert, wenn nur die beteiligungen den wert abbilden
trotzdem: anscheinend ist die kohle dann eh nichts wert, wenn nur die beteiligungen den wert abbilden
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