Rusina Mining Nl Share Discussion Threads

[dickturnip] 16/11/2009 19:06

Does anyone know where I can get access to Rob Gregory's presentation

[dickturnip] 14/11/2009 12:02

Mattybuoy

Do you know when the permits are due?

[dickturnip] 11/11/2009 06:18

up 9.37% on asx

1,228,188 VOLUME

[ian 50] 10/11/2009 23:49

DONT GET TOO EXCITED

[jennyj] 10/11/2009 19:57

rich i have dyord and im here :D awaiting patiently

[giant steps] 10/11/2009 14:55

Prices bid 5.5p offer 6.5p, 5 v 5

[giant steps] 10/11/2009 14:54

Prices bid 5.5p offer 6p, 3 v 1 - looks positioned to advance imo

[dickturnip] 05/11/2009 21:49

Interesting post from elsewhere.....

CPDLC iii

(Please accept that it is AIMO and subject to a load of assumptions until we are a little bit further down the road to production).

I will choose EoY 2013 as I believe this is likely to be the first full year at 100% of production.

Throughput of ore ~ 3mt
Head grade (Ni) ~ 1.17%
Head grade (Co) ~ 0.05%
Recovery (Ni) ~ 73%
Recovery (Co) ~ 62%
Production (Ni) ~ 25,623t
Production (Co) ~ 930t
Ni Price ~ US$22,235/t
Co Price ~ US$31,346/t
Payable Ni ~ 75% (refining costs 25%)
Payable Co ~ 35% (but incl in costs)
Revenue (Ni) ~ US$427m
Revenue (Co) ~ US$10m (but incl in costs)
Electrical power sales ~ US$10m (estimate from PFS)
Net revenue ~ US$437m
Cash operating costs ~ US$90m ($1.6/lb net of credits)
Other costs (G&A etc) ~ US$28m
Sustaining CAPEX & EXPEX ~ US$4m
Total costs ~ US$122m
Op Margin ~ US$314m
Attrib to RML ~ US$125m (assuming 40%)
Zero tax for 6 years
NPAT ~ US$125m
No. shares ~ 556m (after debt/equity funding)
Attrib EPS ~ $0.23
Attrib EPS ~ 14p/share

For such a long-life enterprise I would expect to apply a PER of x9.

Please DYOR as this is just AIMO based upon info released by RML.

[mattybuoy] 05/11/2009 18:46

No I think it's OK now since they are prompt with RNS, so there you go.

There will be no more charts though :-)

[zangdook] 05/11/2009 09:07

Mattybuoy,

I know you'll say no but

any chance of a 'News' section in the header?

thx

[mattybuoy] 04/11/2009 00:21

P/S and O/T

I haven't ramped anything on here for yonks, so here goes ...

Niko Resources (NKO in Toronto) - truly stunning risk/reward parameters.

The core business at the moment is natural gas offshore India, where it has a 10% interest in a 20+ tcf discovery which is set to transform India's energy outlook completely. It already pays a dividend and should be experiencing somewhat phenomenal earnings growth in the very near future as the gas production ramps up, plus it has 37.5% of a very nice block in Kurdistan which is not in the price at all and where the first fully funded well is due to be spudded Q1 2010.

Deffo worth a look IMO.

Sorry :-)

[mattybuoy] 04/11/2009 00:14

This is just as a result of the completion of the portion of the placing that had to be voted on ...

Still, "it's all good" as we have to say these days ;-)

[chipperfrd] 04/11/2009 00:05

M&G have increased to 30m shares (from 8% to 12.5%).

[dickturnip] 03/11/2009 07:04

EXPIRY OF UNQUOTED OPTIONS

[dickturnip] 01/11/2009 21:13

alas no speculative scenarios to digest

[dickturnip] 31/10/2009 13:40

Mattybuoy

I now understand what you meant.. just been reading some of your 07 posts (very sad I know!)

[dickturnip] 30/10/2009 16:28

All in good humoured speculation of course Chip

Might have a few glasses of Guinness and speculate further

[chipperfrd] 30/10/2009 16:19

DT,

(lol)

Perhaps I will join in with some of my own speculative scenarios over the weekend. But not now.
Chip

[dickturnip] 30/10/2009 16:11

I love the word paucity

Following on from ENK board re consolidation

a) discussing sodaco with someone like xstrata

b) TCC / ENK / Montemina re Acoje Project

c) Abogado (maybe not)

d) consolidation with wider impact rather than project level




What could a consolidated group look like? I think this statement in the report makes the topic worthwhile and not just idle speculation

[dickturnip] 30/10/2009 10:54

Very similar to comments at Toledo recently

[giant steps] 30/10/2009 10:12

RNS just out

Friday 30th October 2009, Quarterly Report


Extract

"
The Company has continued to further its discussions with other industry
participants over the possibility of entering into arrangements to consolidate
assets and projects within the Company's industry sector with a view to creating
greater opportunities for all shareholders to share in the benefits of
consolidation.
"