Search results

Thanks for the money :D

So where are these forecasts that are so readily available publicly?

I thought the man in a blue tie and red bathers has pledged to anull the carbon tax?

I'm looking at the economics of a mine right now, forecasted by the owner itself. The NPV of carbon tax is around 20% of this particular mine's value. Of course, some members of this forum will find these economics in the public, even though it's taken us months to negotiate a confidentiality...

Oh I agree that the economics have peaked. Just saying if we take it out of context and call it a bust is a bit misinformed.

Ok let's make it easy. So please go get me the forecast financials for let's say Gregory Crinum. It's owned by two public companies. Even if you get me historicals I'll be pretty impressed. Edit: From this comment it's pretty easy to tell whether someone looks at this stuff/looks at...

Addressed your point in earlier comments. It takes a similar fall in AUDUSD to get the revenue or margin back. The consensus long-term is around $95/t in 2012 terms based on various things such as estimated marginal cost of production of each additional tonne of iron ore. Meaning it'll be...

Really? I didn't know you had the private profit and loss historicals and forecasts of the actual iron ore and coal mines - sanctioned and approved by the investment committees - of companies like BMA, Sinosteel, AngloAmerican, Vale, Glencore-Xstrata etc. Please show me the public domain link...

Some miners will have comparatively lower unit costs, which makes some projects more viable. Probably has more impact on NSW and QLD miners. Are numbers available? Yea, but if I shared it we might all go to jail as usual.

The WA terms of trade is going to increase over the next 5-6 years because as we said, iron ore volume and LNG volume are actually still going up and will continue to do so in the next few years. AUD is probably going to fall to say 85c-90c over time. These commodities are sold in USD in case...

People lose perspective very easily. No doubt iron ore capex is slowing down but there'll still be some unexpected projects coming up. More importantly though, it's not as if volume/production is going backwards. In fact, Australia's iron ore exprt is forecast to ramp up significantly over...