Has anyone done a valuation here. If you assume that current operation is worthless due to making a loss. If you then assume $5/MT operating efficiency by 15 million MT per year by 3x - 5x times less any shutdown costs of existing assets. So 75M 3x - 5x = 225M - 375M less shutdown costs. So in the absence of priority of upgrade in ports. 400M less debt must be fully valued.
Appreciate if anyone has contrary views.
DYOR.
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