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Bullboard - Stock Discussion Forum Loncor Gold Inc T.LN

Alternate Symbol(s):  LONCF

Loncor Gold Inc. is a Canadian gold exploration company. The Company is focused on projects within an approximately 480 square kilometers (km2) area on the Ngayu Greenstone Belt in the Northeast of The Democratic Republic of the Congo (the DRC). The area is located over 220 kilometers southwest of the Kibali gold mine, which is operated by Barrick Gold (Congo) SARL. It owns or controls a... see more

TSX:LN - Post Discussion

Loncor Gold Inc > Adumbi PEA of $895 m US = $1.2 Billion in CAD
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Post by nozzpack on Dec 15, 2021 7:33am

Adumbi PEA of $895 m US = $1.2 Billion in CAD

 

Loncor's Adumbi PEA pegs pretax NPV at $895M (U.S.)

 

2021-12-15 07:26 ET - News Release

 

Mr. Peter Cowley reports

LONCOR GOLD ANNOUNCES ADUMBI PEA WITH 303,000 OZ/YEAR OVER A 10.3 YEAR LOM

Loncor Gold Inc. has released the results of the preliminary economic assessment (PEA) for its Adumbi gold deposit within its 84.68-per-cent-owned Imbo project in the Democratic Republic of the Congo (DRC).

Project economics and financial analysis was undertaken on two power options at Adumbi: a Hydroelectric Power ("HEP") Hybrid case and a Diesel Only case. The table below summarises the PEA results for the HEP Hybrid and Diesel Only cases:

 

  HEP HYBRID CASE DIESEL ONLY CASE DESCRIPTION Units PRE-TAXAFTER TAXPRE-TAXAFTER TAX Life of Mine ("LOM") Tonnage Ore Processed t (000) 49,771 49,771 49,771 49,771 LOM Feed Grade Processed g/t 2.172 2.172 2.172 2.172 Production Period yrs 10.3 10.3 10.3 10.3 LOM Gold Recovery % 89.8% 89.8% 89.8% 89.8% LOM Gold Production oz (000) 3,121 3,121 3,121 3,121 LOM Payable Gold After Refining Losses oz (000) 3,119 3,119 3,119 3,119 Gold Price US$/oz 1,600 1,600 1,600 1,600 Revenue US$ million 4,990 4,990 4,990 4,990 Total Cash Costs US$/oz 852 852 908 908 AISC US$/oz 950 950 1,040 1,040 Preproduction Capital Costs US$ million 530 530 392 392 Sustaining Capital Costs US$ million 305 305 411 411 Net Present Value ("NPV") (5% discount rate)US$ million 895 624 843 600 IRR % 25.2% 20.7% 30.3% 25.2% Discount Rate % 5% 5% 5% 5% Payback Period-from start of production Years 4.16 4.98 3.16 4.06 Project Net Cash US$ million1,495.2 1,087.0 1,352.8 992.5 

 

Note: Total cash costs per payable ounce, AISC (All-in Sustaining-Costs) per payable ounce and project net cash are non-GAAP financial measures. Please see "Cautionary Note Concerning Non-GAAP Measures". Total cash costs includes all on-site mining costs, processing costs, mine level G&A, refining and royalties. AISC includes all mining costs, processing costs, mine level G&A, royalties, refining, sustaining capital and closure costs. Project net cash is cash revenues less selling costs, less all mining costs, processing costs, mine level G&A, and royalties.

All financial figures in this press release are in United States dollars, unless otherwise noted.

The Adumbi PEA study was prepared for Loncor by a number of independent mining and engineering consultants led by New SENET (SENET), Johannesburg (Processing and Infrastructure) and Minecon Resources and Services Limited (Minecon), Accra (Mineral Resources, Mining and Environmental and Social) and Maelgwyn South Africa (MMSA), Johannesburg (Metallurgical test work), Knight Piesold and Senergy, Johannesburg (Power) and Epoch, Johannesburg (Tailings and Water Storage). SENET undertook the financial and economic evaluation.

Cautionary Statement:

The Adumbi PEA is preliminary in nature and includes Inferred Mineral Resources in the open pit outlines that are considered too speculative geologically to have the economic considerations applied to them that would enable them to be categorized as Mineral Reserves. There is no certainty that all the conclusions reached in the Adumbi PEA will be realized. Mineral Resources that are not Mineral Reserves do not have demonstrated economic viability. 

Commenting on today's Adumbi PEA study, Loncor's President Peter Cowley said: "The results from the Adumbi PEA demonstrates 

Comment by nozzpack on Dec 15, 2021 7:53am
My estimate was just over $1 billion but that included 313,000 ounces of Manzaka and Kitenze. Excluding those and my estimate would have been very close. So, roughly $950 million cad net to Loncor which is about $7 per share or about 10 times current market cap. With the underground already showing potential to double Resiurces of the pit along with fully developing Manzako and Kitinze, I see 10 ...more  
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