Graphite Blog - alles zum Thema Graphit auf WO (Seite 54)

[Boersiback]

Antwort auf Beitrag Nr.: 49.890.889 von rolleg am 01.06.15 19:32:55

gleiches land Triton

zur erinnerung

This follows on from the Independent Scoping Study released earlier in the week for the Nicanda Hill graphite resource, which would see the project deliver an NPV of US$1,230 million (pre-tax) and an IRR of 137% (pre-tax).

warum ist triton im vergleich so billig ? abnahmeverträge sind bereits in trockenen tüchern. marktkap glaub 120 aud rum.

Magnis ähnlich...

Highlights of the PFS study include:

NPV of US$1.04B with 84% IRR
Capital payback of 1.4 years with low sensitivity to capital costs
Cash margin of over US$ 1,600 per tonne of product
Capital cost estimate of US$171.4 million
Operating cost estimate of US$448 per tonne for the first 3 years
Cost improvement opportunities
Board decision to proceed with development
Discussions for financing progressing with overseas parties

auch die sind spottbillig...

ich denke das wird sich hier und da noch anpassen

[rolleg]

Antwort auf Beitrag Nr.: 49.890.829 von Boersiback am 01.06.15 19:21:23

Hast Du auch die Zahlen von Syrah gesehen (Seite vorher)?
Oder hier auf deutsch: http://www.wallstreet-online.de/nachricht/7681417-goldinvest…

Aber MC ist lt. comdirect ja schon heftig :

Marktkapital. 527,56 Mio. EUR
Stücke 165,22 Mio.

[Boersiback]

Antwort auf Beitrag Nr.: 49.890.847 von rolleg am 01.06.15 19:26:30

ich dachte schon damals wo sie am top waren warum stehen die nur so hoch. nachvollziehen konnte ich es nie.. vielleicht ne sehr gute PR-abteilung. keine ahnung.

[rolleg]

Antwort auf Beitrag Nr.: 49.890.829 von Boersiback am 01.06.15 19:21:23

Jepp, sehe ich auch so.

Market Capitalization, $K 129,656
Shares Outstanding 56,372,362

Zenyatta Ventures Ltd. (TSX-V: ZEN.VN)$2.140 -0.160 (-6.96%) as of 13:05 EDT

[Boersiback]

Antwort auf Beitrag Nr.: 49.890.763 von rolleg am 01.06.15 19:05:36

das ist bei der marktkap viel zu wenig...
vergleicht man triton und magnis.
kein wunder gibts was auf die mütze. die sind nach wie vor zu teuer.

[rolleg]

Zenyatta Announces Positive Preliminary Economic Assessment for Albany Graphite Project

PEA Highlights: (Note: All dollar amounts in US currency unless otherwise specified)

- Open-Pit, Life of Mine (‘LOM’) of 22 years based on less than 50% of the Indicated & Inferred Mineral Resources. Underground mining of Inferred Resources below the sill are not included in this study. The deposit is open at depth;

- 3,000 tonne per day open-pit mine and process plant to produce 30,000 tonnes of high purity (>99.9% Cg) graphite annually;

- Price of purified graphite @ $7,500 per tonne and operating costs of $2,046 per tonne showing a margin of $5,454 per tonne;

- Total LOM gross revenue of ~$4.8 Billion and an after-tax cash average annual cash flow of $110 Million;

- A base case after-tax Net Present Value at a 10% discount rate of $438 Million yielding an after-tax Internal Rate of Return of 24%.
http://www.zenyatta.ca/article/press-release-1377.asp

[rolleg]

Cavan Yields 95.3% Total Carbon From Initial Purity Test at Buckingham Graphite Property
http://www.cavanventuresinc.com/news2015/May_28_2015.pdf

[rolleg]

Great Lakes Graphite Takes Key Steps Towards Commercial Operations & Provides Corporate Update
http://www.greatlakesgraphite.com/2015/05/28/great-lakes-gra…

[rolleg]

Discovery of major new conductors on the Hotel block of the Matawinie property
http://www.nouveaumonde.ca/en/investors/news-releases/discov…

[rolleg]

Syrah Resources Finalises Feasibility Study and Declares Maiden Ore Reserve

INTRODUCTION
Syrah Resources (ASX:SYR) is pleased to report the results of its Feasibility Study prepared by Snowden Mining Industry Consultants for its 100% owned Balama Graphite Project in Mozambique.

Highlights:
 Feasibility Study confirms Balama as a project with low capital intensity, low technical risk and
attractive returns
 Initial capital expenditure of US$138 million, with a payback period of less than 2 years from
commercial production
 Nameplate capacity of 380,000 tonnes of concentrate per annum at 95% total graphitic content
 Maiden JORC Compliant Ore Reserves sufficient to support operations for over 40 years, with an
average head grade of approximately 19% TGC during the first 10 years
 Internal rate of return of 71 %, post-tax NPV10 of US$1.1 billion
 Average unlevered project free cash flow of approximately US$160 million per annum during the
first 10 years at full production
 Open pit operation with low stripping ratios
 Average cash operating costs of US$286 per tonne free on board from the Port of Nacala over life
of mine
 Balama Graphite Project scheduled to commence ramp up of production 18 months after
completion of financing
 Front End Engineering Design has commenced to further optimise and de-risk the development
plan as well as bringing greater certainty to the timing of procurement for key capital equipment
 Financing discussions are well advanced
http://www.syrahresources.com.au/site/DefaultSite/filesystem…