Prod. Q4

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phili675

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Messages: 1734

Inscription: Mar 8 Sep 2009 08:03

Message Mer 10 Avr 2013 09:01

Prod. Q4

Copper - Zambia
Q4 Q3 Full Year
Particulars (in’000 tonnes, or as stated) FY2013 FY2012 % change
YoY FY2013 FY2013 FY2012 % change
YoY
Mined metal 33 32 2% 40 159 142 12%
Copper – Total 54 47 15% 52 216 200 8%
Integrated 36 34 8% 41 160 139 16%
Custom 17 13 33% 11 56 61 (9%)
Integrated production was 8% higher at 36,000 tonnes in Q4 and 16% higher at 160,000 tonnes for
the full year, as compared with the corresponding prior periods. The increase was driven by
production ramp-up at Konkola, due to development of dewatered reserves using the Konkola
Deep Mining Project (KDMP) infrastructure, and by higher primary copper production at the
Nchanga Tailings Leach Plant (TLP).
Total finished copper production was 15% higher at 54,000 tonnes in Q4, and 8% higher at 216,000
tonnes for the full year.
Mined metal production was 2% higher at 33,000 tonnes in Q4, and 12% higher for the full year. As
compared with Q3, mined metal production was lower due to a temporary suspension of mining at
the Chingola Open Pits (COP) F&D, due to non-renewal of mining contract. Vedanta Resources plc Page 5 of 8
Production Results for the Fourth Quarter and Full Year ended 31 March 2013
At the KDMP, waste hoisting from the bottom-shaft loading level of the new shaft#4 is progressing
as planned, and ore hoisting is expected to commence in Q2 FY2014.
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phili675

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Messages: 1734

Inscription: Mar 8 Sep 2009 08:03

Message Mer 10 Avr 2013 09:29

Re: Prod. Q4

216 000 Tonnes x 20.6% = 44 500 part ZCCM

Soit avec un prix moyen du cuivre de 7500$/t : 256 millions €

1/3 de frais de prod....? je ne connais pas exactement le coût ,laisserai donc 170 millions € ou 1.9€ / titre ZCCM

Cela fait beaucoup, j'ai du me tromper, mais en prenant la moitié du résultat obtenu soit 0.95 € et un PER minimaliste de 5 , cela nous donne un cours hypothétique de 4.75 pour cette seule participation sur l'année 2012 !!! ou alors ce sont les non investisseurs qui se trompent .

Tout ceci bien sur demande corrections , et avis.
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Laf1986

Messages: 3027

Inscription: Jeu 30 Juil 2009 19:54

Message Mer 10 Avr 2013 10:36

Re: Prod. Q4

Tu oublies que 17/54 sont de la production rafine provenant d autres mines.

Pour les couts, le mieux est de se baser sur le dernier rapport trimestriels

Sinon dans 2 trimestres nous aurons le debut de production de Kdeep et la il devrait y avoir un impact sympatique

Retourner vers About Konkola KCM - Vedanta

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