New Century Resources (Zink) (Seite 6)
eröffnet am 18.12.20 05:20:40 von
neuester Beitrag 21.02.23 02:24:00 von
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ID: 1.336.528
ID: 1.336.528
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ISIN: AU000000NCZ9 · WKN: A2DUY9
0,6665
EUR
+0,30 %
+0,0020 EUR
Letzter Kurs 12.04.23 Lang & Schwarz
Neuigkeiten
Werte aus der Branche Stahl und Bergbau
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 222,65 | +19,99 | |
| 5,1500 | +19,35 | |
| 59,70 | +15,03 | |
| 5,1900 | +12,83 | |
| 41,23 | +12,65 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 9,9900 | -9,59 | |
| 72.500,00 | -9,94 | |
| 0,8125 | -18,75 | |
| 451,00 | -24,71 | |
| 1,0000 | -53,27 |
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Bin seit längerem mit von der Partie ... wird etwas Sitzfleisch brauchen, aber sich auszahlen!
Century Mine
As part of the acquisition of Century Project, the Group has an agreement with MMG for MMG to acquire and stand
behind a Financial Assurance Bond of $193,700,000 for the benefit of Century Mining Limited to meet its financial
assurance obligations with the Queensland Government through to 31 December 2023.
The Group achieved commencement of commercial production of the Century Mine for accounting purposes on 1 July 2020. From accounting commissioning of the Century Mine on 1 July 2020, the Group must allocate an amount equal to 40 percent of its earnings before interest, tax, depreciation and amortisation (EBITDA), which will go towards replacing the Financial Assurance Bond. The cash allocation must occur within 90 days from the end of each financial half-year. In the event that the total balance of the Financial Assurance Bond has not been replaced by 31 December 2023, the Group will be required to source alternative financing for the outstanding amount. Both the Company and subsidiaries holding the Century Project have indemnified MMG against any default on amounts owing to MMG under these agreements.
The Group has an obligation to pay MMG a fee payable quarterly in advance on the face value of the Financial Assurance Bond until the expiry of the Financial Assurance Bond agreement on 31 December 2023. The fee payable is initially 1.35 percent per annum and gradually rises to 2.85 percent per annum for the final year.
As part of the acquisition of Century Project, the Group has an agreement with MMG for MMG to acquire and stand
behind a Financial Assurance Bond of $193,700,000 for the benefit of Century Mining Limited to meet its financial
assurance obligations with the Queensland Government through to 31 December 2023.
The Group achieved commencement of commercial production of the Century Mine for accounting purposes on 1 July 2020. From accounting commissioning of the Century Mine on 1 July 2020, the Group must allocate an amount equal to 40 percent of its earnings before interest, tax, depreciation and amortisation (EBITDA), which will go towards replacing the Financial Assurance Bond. The cash allocation must occur within 90 days from the end of each financial half-year. In the event that the total balance of the Financial Assurance Bond has not been replaced by 31 December 2023, the Group will be required to source alternative financing for the outstanding amount. Both the Company and subsidiaries holding the Century Project have indemnified MMG against any default on amounts owing to MMG under these agreements.
The Group has an obligation to pay MMG a fee payable quarterly in advance on the face value of the Financial Assurance Bond until the expiry of the Financial Assurance Bond agreement on 31 December 2023. The fee payable is initially 1.35 percent per annum and gradually rises to 2.85 percent per annum for the final year.
Erste Minderung der "Estimated Rehabilitation Costs" um A$14.1M.
https://stocknessmonster.com/announcements/ncz.asx-6A1016058…
https://stocknessmonster.com/announcements/ncz.asx-6A1016058…
Interessant ! Was waren die damals "günstig" ...
Die Marktkap liegt aktuell bei etwa 315 Mio AUD.
Mal angenommen, die schaffen ihre Prognose, dann produzieren die nächstes Jahr 150.000 Tonnen bei einer Marge von 50% (Zinkpreis bei 1,30 USD/lb, Kosten bei 0,65 USD/lb).
Macht einen DB von etwa 210 Mio. USD oder 280 Mio. AUD im nächsten Jahr ...
Die Marktkap liegt aktuell bei etwa 315 Mio AUD.
Mal angenommen, die schaffen ihre Prognose, dann produzieren die nächstes Jahr 150.000 Tonnen bei einer Marge von 50% (Zinkpreis bei 1,30 USD/lb, Kosten bei 0,65 USD/lb).
Macht einen DB von etwa 210 Mio. USD oder 280 Mio. AUD im nächsten Jahr ...
Trading Spotlight
Antwort auf Beitrag Nr.: 66.133.768 von Pinkerbell am 19.12.20 21:07:32Ist für mich halt ne interessante Turnaround-Chance.
warum auch nicht
noch eine Anmerkung zum Chart: Ende 217 gab es 341 Mio Aktien, heute stehen 1,2 Mrd Aktien aus
warum auch nicht
noch eine Anmerkung zum Chart: Ende 217 gab es 341 Mio Aktien, heute stehen 1,2 Mrd Aktien aus
Antwort auf Beitrag Nr.: 66.133.591 von IllePille am 19.12.20 20:30:31Das das alles nicht so wie in 2017 geplant gelaufen ist, ist schon klar. Aber dafür ist ja auch der Kurs ordentlich zurückgekommen. Und mittlerweile gehen Zinkpreis, Produktionszahlen und Kosten wieder in die richtige Richtung. Ist für mich halt ne interessante Turnaround-Chance.
Antwort auf Beitrag Nr.: 66.133.249 von Pinkerbell am 19.12.20 19:27:42Base Case Zinc US$1.25/lb -----> A$1,308M
ich hoffe, du hast dir auch die dabei zugrunde gelegten op. Kosten angesehen und mit den aktuelle verglichen
ich hoffe, du hast dir auch die dabei zugrunde gelegten op. Kosten angesehen und mit den aktuelle verglichen
Auszug aus dem Geschäftsbericht 2020 vom 30.10.2020
Ramp Up Progress to DateSince the start of operations in August 2018, operations at Century have continued to ramp up, with consistent increases in quarterly zinc production. The ramp up of operations is scheduled to continue throughout FY21 to a forecast 12Mtpa.
Highlights from operations include:
• Consistent increase in quarterly metal production, with the Company achieving an FY20production of 116,948t zinc metal and on track to achieve current FY21 guidance of 140,000t to 160,000t zinc metal
• Zinc production rates increased consistently across the 12 months, with a Q4 FY20 exit rate anexceptional 64% increase year-on-year
• Consistent reduction in quarterly C1 costs throughout the year, with Q4 FY 20 C1 costs decreased to US$ 0.79/lb representing a year-on-year 33% reduction, and tracking to achieve current FY21guidance of US$ 0.65/lb to US$ 0.75/lb.
• Over 270,000t of zinc concentrate shipments (China, Europe & Australia) since the commencement of operations ...
https://wcsecure.weblink.com.au/pdf/NCZ/02303131.pdf
Ergebnisse Feasibiliy Study 2017
https://www.newcenturyresources.com/century-mine-project/res…NPV 8% post tax
264,000t pa zinc metal
Base Case Zinc US$1.25/lb -----> A$1,308M
Optimistic Zinc US$1.50/lb -----> A$1,729M
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