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First Quantum Minerals Ltd T.FM

Alternate Symbol(s):  FQVLF

First Quantum Minerals Ltd. is a Canada-based global copper company. The Company produces copper in the form of concentrate, cathode and anode and has inventories of nickel, gold and cobalt. It is engaged in the production of copper, nickel, gold and silver, and related activities including exploration and development. The Company's operating mines include Cobre Panama, Kansanshi, Sentinel, Cobre Las Cruces, Cayeli, Guelb Moghrein, Ravensthorpe and Pyhasalmi. Its development projects include Enterprise, Haquira, Taca Taca and La Granja. Its operating segments include Cobre Panama, Kansanshi, Trident and Ravensthorpe. The Cobre Panama project comprises a series of copper porphyry deposits with main deposits, such as Balboa, Botija, Colina and Valle Grande. The Trident segment includes the Sentinel copper mine and the Enterprise Nickel development project. Its Ravensthorpe Nickel Operation is an open pit mine and primary processing plant located in the southwest of Western Australia.


TSX:FM - Post by User

Bullboard Posts
Post by cenderon Jan 21, 2016 2:42pm
146 Views
Post# 24481455

@ $2 copper

@ $2 copper and assuming sentinal comes fully online FM should generate revenue of  about $3.8 billion for 2016 :  730k tons copper , 65k tons zinc , 49k tons nickel , 307k oz gold eq.   


rough estimate : cash cost at about $1.30   plus .20 treatment ,refine,transport   and they are left with  cash flow  around $900 million  to service debt ($400 mill.) , sustaining capex($300 mill.)


cobre panama growth capex - $528 mill.  

 "This also means the current working capital position of in excess of $1.2B could be sufficient to allow First Quantum to complete the construction of Cobre Panama without the need for additional external financing. However, the margin of error could be pretty small so I think the company made a smart decision by trying to sell its nickel assets. It's a pity this has to happen at the current low nickel price, but should First Quantum get a decent price for these assets, it wouldn't have the slightest problem to bridge the gap between now and the start-up of the Cobre Panama project."  SA
Bullboard Posts