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First Asset Morningstar Emerging Markets Composite T.EXM.A



TSX:EXM.A - Post by User

Comment by coach247on May 27, 2007 11:56am
520 Views
Post# 12846227

RE: Cash Flow Question

RE: Cash Flow QuestionCash flow comes from generating net revenues that are greater than the cash operating costs. It is not based on the start-up capital expenditures that go into getting a project ready for production. So while it may take 2 years to reach break-even as a capital investment, Moris could still be generating positive cash flow within a few months of the commencement of mining operations. And that positive cash flow could be deployed back into additional exploration and development work around Moris, making the project self funding, or it could go to fund other exploration projects. The cash flow from Moris is a benefit, but the true value of the project is that the recovery plant will serve as a base for any other new discovery in the surrounding property to be quickly advanced to production. Having a fully permitted and operating mill and recovery plant central to an entire district of high quality prospects is a luxury that very few companies in Mexico have right now. There has been almost no modern exploration in this district, yet small scale miners have been processing ore grade material bearing up to an ounce per tonne of gold. If Moris can turn a profit with feedstock of just a couple of grams per tonne, think of how that project will run if a much higher grade deposit is defined nearby. cheers! COACH247
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