I think those numbers are lean but running with them; $10/kg profit x 11m kg = $110m pa profit.
10x p/e makes it a $1.1b company, or about 55c per share. (Admin and interest included in the $20 cop.)
Ph2 ramped get $15 x 22m kg = $330m ptofit, a $3.3bn company and fair price around $1.60. (Lower COP at higher volume.)
No medium term upside from Duncan, metals etc factored in of course.
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Last
$10.15 |
Change
0.150(1.50%) |
Mkt cap ! $9.354B | |||
| Open | High | Low | Value | Volume |
| $10.25 | $10.32 | $10.00 | $16.28M | 1.603M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 8 | 2226 | $10.15 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $10.16 | 2541 | 1 |
View Market Depth
| Last trade - 11.26am 15/07/2025 (20 minute delay) ? |
| LYC (ASX) Chart |