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CUU own 25% Schaft Creek: proven/probable min. reserves/940.8m tonnes = 0.27% copper, 0.19 g/t gold, 0.018% moly and 1.72 g/t silver containing: 5.6b lbs copper, 5.8m ounces gold, 363.5m lbs moly and 51.7m ounces silver; (Recoverable CuEq 0.46%)

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Message: Re: Molybdenum Price Forecast
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Mar 01, 2023 07:48AM

Copper at $20, gold at $10,000 and moly at $500.

That's over 5 times current metal prices.  To get a 5-times higher NPV you don't need five-times higher metal prices.  You need a profit that is five times higher.  There is an enormous margin expansion where revenues go up by multiples with zero costs associated.  All the additional revenues goes straight to the bottom line. An NPV discounts these profits, and with a quintupling of revenues with no additional capex/opex you might get a profit that is now 10-20 times higher.   Copper at $12, gold at $5000 and moly at $300 would probably get SC to a $20 Billion NPV.  JMHO and just having some fun spitballing numbers.

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Mar 01, 2023 12:21PM
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