so again, the way i see it, in a very much guesstimate manner.
Nuurstei = 1m tpa = maybe 25-30m profit margin ??
Ovoot = 10m tpa = maybe 300-400m profit margin ?? (assuming rail reduced opex)
there is a ball park, a 10 x magnitude between the two projects.
Yet, just Nuurstei, has the numbers for a low capex start up, imo to see say 6x earnings ?? = 150m mc target.
Can Ovoot take us to 2-3 billion MC ?
We need feasibility numbers to get a firmer picture, and take the guess work out, but the size, and mc / earnings/ capex to get it going, metric is incredible imo.
so again, the way i see it, in a very much guesstimate manner....
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