RE:RE:RE:RE:IVN value tied to KakulaThese are not my numbers. They all come from the prefeasibility study of Jan 27, 2017. I never guess and always, without exception, refer exclusively to company documents. I'll walk you through it, since you don't seem to believe in due diligence.
Proceed to page 469 of the Jan 27, 2017 Kamoa PFS. You can find this at sedar.com There you will find Table 22.10, Metal Price Sensitivity. Cross reference discount rate of 10% and copper price of $2.50, today's current level. You will find the entry $123 million for NPV. That is the Net Present Value for the project today. Since IVN has 39.6% of the project, this works out to about $50 million for the entire construction period and 24 year life of the mine.
Now, please proceed to Table 22.4 on page 463 of the study. Note that the copper feed grade is 3.86%, a full 1% higher than your own expectations.
If you have any disagreement with these values, don't complain to me. Call up the company, ask to speak to the engineers, and give them a piece of your mind.
The whole point is moot anyway. The discoveries at Kakula and Kakula West have totally altered the picture. The PFS for Kamoa was dated, even before it's release.