Prior to the release of the CLA scoping study ann, I made a comparison from previous analysis from
@phuket guy ,@
Maigret1,
@binwood,
@bigfatsirion, personally, I think their previous analysis are very insightful and so I here to combine their previous effort to share to all and hope some professional guys can give more info for my missing items in the table.
Lets also compare horizontally with several other companies that has issuedSS or PFS. Through the comparison table, we can see the various indicators of sulphide cobalt mines and laterite cobalt mines. The key indicators which are sensitive include Capex, Opex, Throughput (Mtpa), production of cobalt metal, any autoclave used? We hope that readers can objectively correct and advice me here. We can make objective predictions and let us finally improve a more practical SS， From the data I collected, the results are very encouraging and obviously most competitive among our peers. Lets see one by one as below:
1.
@Maigret1,(
https://hotcopper.com.au/threads/ann-trading-halt.4129192/page-88?post_id=32465017#.WtwbM_knY5p )
From this, we can see
If we calculate with a horrible strip ratio of 10:1 (what CLA might have in the first years of open pit mining) total mining costs per tonne co/cu-ore would be 9 US$/t. Seems Namibia's cost is very very attractive!!! look at Capex from other peers in Namibia, 190 US$mil for a big 8,5 mtpa;
2. @ binwood, (
https://hotcopper.com.au/posts/30378248/single )
1) $2.50/t mining costs and $20/t processing costs. ( total costing $22.5/t of ROM)
2) $300m capex;
3) 4mtpa
4) Annual cashflow is $139.5m;
5) discount rate is 10%
6) NPV is A$1.3 billion;
3. @
bigfatsirion (
https://hotcopper.com.au/threads/mi...4138441/page-13?post_id=32529613#.WtweWfknY5p）
1） 6mtpa
2） Strip ratio of 5:1
3）US$500m Capex
4） 37.5% mining tax, 3% royalty payment；
4.
@phuket guy,
https://hotcopper.com.au/threads/cla-mining-considerations.3950918/?post_id=30140597#.WtvYkfknY5o
https://hotcopper.com.au/threads/cla-my-summary-and-prospective-valuations-2018.3962843/?post_id=30318194#.WtvYpPknY5o
https://hotcopper.com.au/threads/an...135171/page-102?post_id=32477173#.WtwVWvknY5o
1) at least 5mtpa
2) LOM is 22 years
3) 9$AUD worth for per share;
From all the above analysis, I feel very happy to CLA's future. No doubt, CLA management team will deliver an excellent Scoping Study that will satisfy all investors or exceed expectations of all.
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