Now we can start adjusting our risk profile. G1A just locked in agreements for approximately half our Capex requirement with the remainder coming in through debt. i.e dilution risk is mitigated here
Based on our defined NPV, a 60% project ownership, Fully diluted SOI (included all Kingfisher), certain Personal variable risk values and cost of capital values I’m getting target SP’s from 80c to 95c. A potential 100% upside from current SP. This is why Kingfisher have bought at 40c, the upside potential is still significant considering the de-risked position
The market should start factoring in over the next days, weeks and months so I’m quite happy with my buying in the 30s/40s the last months.
Note: We still have an updated resource estimate that isn’t factored into the released NPV and Japanese lenders will also tilt NPV further in our favour My calculations haven’t included those uplifts!
GLTA, DYOR and IMO
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