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Ключевые(факторы,(влияющие(на(оценку( …minex-club.s3.amazonaws.com/November-2011/Slides/Vadim-Akopov … · ТЭО • наличие проектной
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Agenda
, -
,
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2
,
/
/
/
/ ,
-
/
-: EV/ , EV/ ..
: NPV, IRR, ROCE, PI, PP, DPP ..
,
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3
,
: McKinsey
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4
2010-2020
. , .
:
XX% CAGR 2010-20
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5
2010-2020
- (), -
(, ) :
XX% CAGR 2011-20, % Capacity 2011, mmt Cumulative additions
2020, mmt
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6
Askaf-Sphere
Faleme-Arcelor
Guelb el Aouj-Sphere
Marampa-London Mining
El Agareb-Arcelor
Liberia Mines-Arcelor
Mount Nimba-BHP
10.000
Bong-WISCO
Zanaga
8.000 12.000 14.000
Tonkolili-African Minerals
Belinga-CMEC
Nkout-Affero
Simandou-Rio/Chinalco
Mbalam-Sundance
Putu-Severstal
Kalia-Bellzone
Lebthenia-Sphere
4.000 2.000 0 6.000
, , %
, 3,2 34 %
: RBC,
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7
1
Broadmeadow Ovoot Tolgoi Middlemount
Donkin Maules Creek
Austar
Grosvenor Moatize stage 2
Belvedere Moatize
Elga Zambeze
Kestrel Mine Tyva
Benga Eagle Downs
Washpool Peal Downs
Caval Ridge Belvedere
Daunia
Kalia-Bellzone
Faleme-Arcelor
Marampa-London Mining
Tonkolili-African Mineral
Askaf-XTA
Putu-Severstal
Simandou-Rio/Chinalco
Liberia Mines-Arcelor
Mbalam-Sundance
Guelb el Aouj-XTA
Belinga-CMEC
Lebtheinia-XTA
Zanaga
$/ $/
: RBC, 1
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8
Faleme
Simandou
Guelb el Aouj
Askaf
Belinga
Mbalam
Zanaga
Nkout
Avima
Kalia
Liberia Mines
Tonkolili
Lebtheinia
Putu
Kango
Marampa
Mayoko
/
: RBC,
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9
60
40
20
140
120
100
0 800 600 400 200 1,800 1,600
10
1,200 1,000 0
50
30
70
90
110
130
80
1,400
Putu
/
Chi
na
Chi
na
Chi
na
120
100
80
60
100 50 0
140
40
20
0 360 340 300 250 200 150
/
:
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10
0
10%
50%
80%
1-3 1-1,5 1-5
.
100%=
; -;
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,
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11
; Bank of America
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12
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13
C !
