RE:Zoom Presentation with Adam Smith - October 5, 2022Very intersting video after the news release and looking at all the analysis available on the different channels.
I was wondering how you all take this info into account in your own valuation models. I made - based on the historic info - my own relativly simple valuation model and was now playing with incrasing the high grade core, reducing strip ratio etc to see the value impact.
If i only change the higher grade from being able to be mined for 10 years to for instance 20 years, so doubling in size the value impact is CAD 2.8 on a fully diluted basis. (moving from 5.1 to 7.9)
assuming copper price of 3.5.
biggest value swing is the copper price itself by the way.
Many simplified assumptions so by no means i pretend my calculations to be scientifically correct but i use them for directional purposes. (e.g. are we talking 0.2. or 2.0 impact)