Welcome To the Copper Fox Metals Inc. HUB On AGORACOM
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%)
Message: Table For Comparison Purposes Discussion
The numbers are my best efffort based on MD&A & reports.
Perhaps Web you can shed light on the 0.12% cutoff, why so much lower than everyone else
Concerned about cash balance also versus the others
| Base case Scenarios | DM | CUU | BAJ | Augusta | NCU |
| Stage | PEA Nov-2008 | PFS Jun-2008 | Construction | BFS Jan-2009 | DFS Jan-2012 |
| NI 43-101 (last update) | Dec-09 | Jul-11 | TR Mar-2010 | ||
| Cu Base Case | $1.75 | $3.12 | $2.91 | $3.14 | $3.24 |
| Cu Recovery | 88.4% | 90.7% | 85.0% | 89.3% | |
| MO Base Case | $33 | $29 | $33 | ||
| MO Recovery | 71.0% | 72.0% | |||
| Au Base Case | $600 | $693 | $723 | $1,252 | |
| Au Recovery | 81.0% | 73.0% | 67.3% | ||
| Ag Base Case | $13 | $13 | $23 | ||
| Ag Recovery | 71.0% | 77.0% | 56.3% | ||
| Tonnage P&P | 85,000,000 | 546,338,000 | 405,464,000 | ||
| Tonnage M&I | 550,000,000 | 1,035,300,000 | 264,700,000 | 650,000,000 | |
| Tonnage Inferred | 274,000,000 | 301,300,000 | 160,000,000 | 200,000,000 | |
| Meters Drilled | 121,851 | 95,962 | 127,986 | 98,717 | 225,000 |
| Average Grade CuEq | 1.51% | 0.45% | 1.33% | 0.45% | 0.58% |
| Cu cutoff | 1.00% | 0.12% | 0.50% | 0.20% | |
| NPV & 5% (after tax) | $2,983,847,000 | $1,922,000,000 | $3,628,900,000 | $1,905,000,000 | |
| NPV @ 8% (after tax) | $2,406,000,000 | $1,597,500,000 | $1,300,000,000 | $1,261,000,000 | |
| NPV @ 10% (after tax) | $1,598,000,000 | ||||
| IRR | 23% | 19% | 26% | 38% | 23% |
| Avg Operating $ (per tonne) | $23 | $36 | |||
| Avg NSR $ (per tonne) | $59 | ||||
| Avg Annual Cash Flow (after tax) | $434,000,000 | $350,000,000 | $316,000,000 | ||
| Payback period (years, after tax) | 4.0 | 4.9 | 2.3 | 3.6 | |
| Unit Cash Costs Ttl ($/lb Cu) | ($0.30) | ($0.32) | ($0.29) | $0.32 | $1.28 |
| Daily Feedrate (tpd) | 40,000 | 100,000 | 7,500 | 75,000 | 67,500 |
| LOM (years) | 22 | 23 | 23 | 22 | 18 |
| Initial CAPEX | $1,332,000,000 | $2,950,406,000 | $889,000,000 | $897,200,000 | $1,036,000,000 |
| Sustaining CAPEX | $797,379,000 | $949,174,000 | |||
| LOM OPEX ($/tonne ore) | $12.49 | $30.53 | $12.33 | ||
| Annual Cu Production (lbs) | 182,000,000 | 240,000,000 | 125,000,000 | 221,000,000 | 212,995,000 |
| Shares (fully diluted) | 136,637,688 | 406,200,000 | 390,400,000 | 152,900,000 | 79,600,000 |
| Share Price | $2.00 | $1.10 | $0.94 | $2.72 | $3.69 |
| Market Cap | $273,275,376 | $446,820,000 | $366,976,000 | $415,888,000 | $293,724,000 |
| Cash | $26,000,000 | $3,000,000 | $15,000,000 | $7,000,000 | $65,000,000 |
| JV Partners | Antofagasta | Teck | Kores 30% | SLW, Kores,Hudbay |
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