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Value Maximization Strategy

Compare scenarios to find the highest-value operating strategy. Toggle scenarios on/off.

Recommended Strategy
Full Expansion Package
Filter press + mill + trucks. Maximum throughput scenario.
$578M NP (+$120M vs baseline)

Scenarios (click to toggle)

Scenario Comparison

StrategyEff t/dRevenueCMAnnual NPvs BaseConstraint
Current Baseline8,000$557M$479M$458M$0MLogistics
Production +10%8,000$557M$479M$458M$0MLogistics
Production +25%8,000$557M$479M$458M$0MLogistics
Optimize Blend (no LG Zinc)8,000$594M$516M$495M+$37MLogistics
Cu Price Rally (+15%)8,000$634M$556M$535M+$77MLogistics
Zn Price Crash (-20%)8,000$502M$424M$403M-$55MLogistics
Cost Reduction Program8,000$557M$487M$466M+$8MLogistics
Recovery Improvement +3%8,000$581M$503M$482M+$24MLogistics
Stockpile High-Grade Feed6,000$495M$437M$416M-$42MLogistics
Full Expansion Package10,000$696M$599M$578M+$120MLogistics

NP Ranking

Full Expansion Package
$578M
Cu Price Rally (+15%)
$535M
Optimize Blend (no LG Zinc)
$495M
Recovery Improvement +3%
$482M
Cost Reduction Program
$466M
Current Baseline
$458M
Production +10%
$458M
Production +25%
$458M
Stockpile High-Grade Feed
$416M
Zn Price Crash (-20%)
$403M

AI Strategy Recommendations

1. Debottleneck first: The current constraint is Logistics at 8,000 t/d. No other investment delivers value until this opens. Filter Press ($5M) gives +$60M/yr at 1,201% IRR.

2. Optimize the blend: Excluding Low Grade Zinc lifts NSR from $211 to $225/t. This is free money — no capex required, just smarter stockpile management.

3. Improve recovery: A 3% Cu recovery uplift ($220 NSR) costs minimal capex (reagent optimization, grind optimization) and adds $20M+/yr.

4. Price hedge: Cu at +15% adds $46M/yr but Zn at -20% costs $33M/yr. Hedge Zn exposure first since it has higher downside risk relative to concentrate TC.

5. Full expansion: The $23M package (Filter Press + Crusher + Mill) delivers $127M/yr uplift to $601M NP — but only in the right sequence (logistics first!).

6. Avoid cherry-picking: Stockpiling only high-grade ore ($250 NSR at 6,000 t/d) gives LOWER total NP than processing more tonnes at lower grade. Volume beats grade when constrained.

STRATEGY OPTIMIZER · 10 SCENARIOS · NP COMPARISON · CONSTRAINT TRACKING · AI RECOMMENDATIONS
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