I have been constructing my thoughts on SYR and offer the following for debate.
Chicken and egg on plant size V market capacity etc but to get the ball rolling, I used 100,000 product per year.
Basic plant and ancillary items should be well under $150m
It's a soft low abrasive product (relatively speaking)
OPEX should be way under $800
Sales maybe $1200
Margin $400
100,000 tpa will give 40,000,000 profit
4 year payback
LOM looks like forever but lets use 25 years
So 21 years at $40m profit.....nice so a PE should be sweet at 10x
So E of $120m gee.....this could be a $1.2 B company with little effort...
4 bagger from here with minimal risk, I'm in .......
Time will judge me, as it did with SBM......
Note, the above is a result of red wine ramble ....... So is advice for fellow punters. Investors have long since left the tent.
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Last
32.0¢ |
Change
0.000(0.00%) |
Mkt cap ! $331.1M |
Open | High | Low | Value | Volume |
32.0¢ | 32.5¢ | 31.0¢ | $1.390M | 4.380M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
12 | 904701 | 31.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
32.5¢ | 360883 | 6 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
12 | 904701 | 0.315 |
25 | 1293410 | 0.310 |
20 | 1377081 | 0.305 |
34 | 2628896 | 0.300 |
9 | 1004628 | 0.295 |
Price($) | Vol. | No. |
---|---|---|
0.325 | 360883 | 6 |
0.330 | 202952 | 2 |
0.335 | 169291 | 5 |
0.340 | 337275 | 7 |
0.345 | 258100 | 3 |
Last trade - 16.10pm 09/07/2024 (20 minute delay) ? |
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