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Monument Mining Ltd V.MMY

Alternate Symbol(s):  MMTMF

Monument Mining Limited is a Canadian gold producer that 100% owns and operates the Selinsing Gold Mine in Malaysia and the Murchison Gold Project in the Murchison area of Western Australia. It has a 20% interest in Tuckanarra Gold Project, jointly owned with Odyssey Gold Ltd in the same region. Located in the Central Gold Belt of Western Malaysia, the Selinsing Gold Mine covers a total area of approximately 150.3 square kilometers (km2) and includes the Selinsing, Buffalo Reef, Felda Land, Peranggih and Famehub properties. The Murchison Gold Project includes the Burnakura, Gabanintha, and Tuckanarra properties, which are located in the Murchison goldfield of Western Australia, 40 kilometers (km) southeast of Meekatharra and approximately 765km northeast of Perth. Buffalo Reef lies continuously and contiguously along the gold trend upon which the Selinsing Gold Property is located. Both Felda and Famehub are located east and north of the Selinsing and Buffalo Reef properties.


TSXV:MMY - Post by User

Post by nozzpackon Feb 28, 2024 2:00pm
120 Views
Post# 35904440

Looks like Breakeven Price is tad below $1100 US

Looks like Breakeven Price is tad below $1100 US

I arrive at this figure from the following information extracted as of Sept 30/23 from the Q1 report on current assets including Finished goods valued at $9.7 million US


Finished goods include 0.251 ounces of gold bullion held in the metal accounts (June 30, 2023: 0.251 ounces) and 8,337 ounces of gold concentrate held at Selinsing site (June 30, 2023: 5,701 ounces).
 

Removing $500 US for the Gold Bullion, we have $9.2 million US as the cost of those 8337 ounces of finished gold concentrate available for sale.

This works out to be a Breakeven All In cost of about $9.2 million US / 8337 ounces of gold in concentrate = $1100 US .

This is also the forecast Breakeven price of the 2019 FS .

Breakeven means all production and operating costs are included, so revenues above that level are free and clear...ie free Funds from Operation .

Breakeven is much more solid measure of free cash flows than AISC as AISC can be easily manipulated .

If these financial cost metrics are confirmed in Q2 report, Monument would rank in the top 25% of gold producers which at this early stage and still held down by continuing commissioning problems , is exceptional .

FYI ,WestGold AISC is $1375 US per ounce and its Breakeven is over $1500
 US..

 

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