PUA 0.00% 1.9¢ peak minerals limited

Yendon HPA

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    Thought I would start a separate thread for Peak’s Yendon HPA project while waiting for our next program/results. It will bring out some disgruntled contention but ‘fresh set of eyes’ etc

    This is Peak Minerals Yendon HPA project with completed PFS - June 2018

    https://hotcopper.com.au/data/attachments/3236/3236526-a9bf50527db2b7bc82c96239a7932d76.jpg

    This is from a great presentation from FYI today, this slide forecasts HPA demand - which doubles in under 8 years!

    https://hotcopper.com.au/data/attachments/3236/3236426-c69c5d90a9ec54290a1505e3b2151c99.jpg

    Now think how many HPA stories are in the news just over the past 6 months.

    This slide is FYI’s latest metrics - 2021

    https://hotcopper.com.au/data/attachments/3236/3236464-407a3d4254caccf6eda5e9bf5dae5c52.jpg

    ..and this is Peak Minerals PFS metrics - 2018

    https://hotcopper.com.au/data/attachments/3236/3236490-521a906154deabff03b125f1309b1e00.jpg

    Update to 2021 figures (for illustration purposes) wipes USD $69M from Capex and increases forecast sale price by USD $1,200/t (4N)

    Project NPV and IRR just went up by some 25%, and that’s just in 2 years. Now cross reference that to forecasted demand. It’s now a AU$1B project with a 3 year payback - what will it be in another 2 years if it progressed forward to production from today.

    Worth keeping an eye on…
 
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