back of envelop, my top of mind guess on production is.... 7.5M moly, 18M cu, 37k au. As for prices realized, guessing... $13.75 mo, 3.15 cu, $1290/$840 au. ~$190M revenue. this is stream of consciousness analysis / guestimations.
mike, i think you might be getting confused with NPV is. Obviously it stands for the Net Present Value of all the future free cash flows. Your comment "project is no longer feasible" doesnt make any sense. The project is complete. An NPV calc'ed today (according to BMO) is ranged between $600-$800M. What that means, which might be what you're getting confused about, is that the project would not have been greenlighted if they had a crystal ball to know what was ahead. That is VERY different (and completely irrelevant moving fwd) than what the current NPV and prospects are.
All that doesnt matter. Bottom line from the BMO piece is that TC is "under-valued" visavis peers by 50%. They get there with NPV calcs, 2nd crusher, blah blah.... when you get to the root of it all... its all the Forrest Gump talk out of TC. Once they start speaking intelligently (if ever), then maybe the benchmarks will come in-line with its peers for a nice pps double.
Volume picked up and down 13c. Someone knows something. I suppose an annoucement ("the decision") coming soon?!?!?!?!?
Arnold, from someone who is VERY long TC and regrets a recent option-play on this same stock, I'd say dont play the option game here unless you are willing to lose it all. If you are ok with it ending up OTM, then keep it. Otherwise, stick to holding the stock. This will eventually climb but "when" is unknowable but certainly likely to be extraordinarily violent (ie: fast!). So, some some stock long and forget you have it. My 2c.
Higher moly price realized will help some. Down 10% in less than 2 weeks. Must mean tc is getting close to make another dumb announcement. Mgmt not buying shares is not exactly comforting.
Perron used to harp (yes in his short 1 yr tenure) about tcm being viable with moly prices in the $9s. Now he hawing about tcm being viable in the $12s.
STOP playing games TC. Just stop!
Omg, muffin. Are you really THAT brain dead?
TD increased their target by 300% in about 9mos and you decreased it by 25%. You too agree? Go back to kindergarten and learn about "opposites".
Yes dragon. All the more reason Perron needs to stop playing games/ being coy and step up.
I will be very happy if this closes at or above $2.90 by expiration tomorrow. Still a loss for me, but less of one.
Do want know what mean eviscerated. Do, it mean like when Do wife see Do girlfriend has new expensive ring for Christmas but Do only gave wife new kitchen blender. Do be eviscerated by wife.