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Peregrine Diamonds Ltd. PGDIF

"Peregrine Diamonds Ltd is a diamond exploration and development company with interests in diamond exploration properties located at Nunavut and the Northwest Territories in Canada and The Republic of Botswana."


GREY:PGDIF - Post by User

Comment by ekimon Feb 13, 2017 11:10am
143 Views
Post# 25837228

RE:THE ROAD

RE:THE ROADThe road is a minor irritation.

The project economics could pay for that road 5 times over and still make a penny..so the cost isn't my irritation.

My irritation is againt he timeline with the deep water port.

If the current PEA timeline makes the road costs $95 to $100 million...what does the road cost if it doesn't get constructed until right after the commercial port opens up for the public?
$70 to $80 million? or cheaper?

That could be $20 to $30 more million in NPV to the project at the cost of having to discount the economics a couple more years. 

NPV at $500 million and discount it 4% per year for delay in current plan --> $40 million.

So maybe a net loss of $10 million to the project by deferring the road to commerical port availability. Having the commercial port up and running is a de-risk milestone.

LONG...PGD

EKIM
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