Question on Mining Acquisitions

When a company acquires a piece of land and must develop operations to mine the gold, how would you go about determining the incremental NAV increase the acqusition has for the acquirer? I have the capex costs for development, the acquisition costs, and the price and cost of gold as well as mining forecasts. What else do I need to look at and how would I set it up?

4 Comments
 

Is the mining land an SPV, and if it is, are there any JV partners? Is that SPV Project Financed? Or is it simply a mine for one company?

If it is project financed it really depends on the cover ratios and how the company went about financing itself. If a lot of the debt is due towards the end of the project life, then there would be a very large impact on NAV, while if the main costs are put up front, and there is a lot of equity involved, there wouldn't be a large impact on NAV.

 

I'm not sure how to classify the land but the acquirer has bought the land 100% upfront and has no obligations to anyone, so it's just a mine for one company. The purchase was a mix of cash/stock and they keep 100% of the gold/silver that is mined.

 

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