DYOR. Highly-speculative and not intended as advice.Some scenarios for 4N HPA.
Here's a couple of scenarios for a 3-way split. This assumes ADN and MEP have equal share with a 3rd party (equal share of collaboration partners is the most conservative scenario). One potential way this might be done is that feedstock from Great White is supplied by the ADN / MEP JV at cost into the "collaboration" for HPA. In such an arrangement ADN / MEP might supply the feedstock at cost as compensation for the HPA refinery/plant carrying the plant development risk.
![]()
Here's how the numbers might look for the scenarios above if production was from Mt Hope feedstock. That would be a 50 / 50 split between ADN and the developer/operator of a HPA plant.
![]()
I've used P/E 20.0 in figures above. So at P/E 30.0 the results would be very attractive! 12 kt pa scenarios would range from $0.90 per share for the 3-way split to $1.32 per share for the 2-way split.
Also - ADN's higher-purity feedstock should be able to achieve better AISC than USD $6000 / tonne used in calculations above, however I have used USD $6,000 / tonne to keep it conservative.
When could this occur? ... well depends on the maturity of the collaboration partner ADN ultimately select.
- Forums
- ASX - By Stock
- ADN
- My 5 year Share Price Target
My 5 year Share Price Target, page-12
-
- There are more pages in this discussion • 74 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add ADN (ASX) to my watchlist
|
|||||
Last
1.7¢ |
Change
0.000(0.00%) |
Mkt cap ! $52.87M |
Open | High | Low | Value | Volume |
1.7¢ | 1.7¢ | 1.6¢ | $1.877K | 111.1K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
15 | 2551194 | 1.6¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
1.7¢ | 1960170 | 5 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
15 | 2551194 | 0.016 |
25 | 11202289 | 0.015 |
13 | 2546049 | 0.014 |
6 | 2433923 | 0.013 |
4 | 1541667 | 0.012 |
Price($) | Vol. | No. |
---|---|---|
0.017 | 1960170 | 5 |
0.018 | 2682628 | 8 |
0.019 | 3659762 | 9 |
0.020 | 1673444 | 13 |
0.021 | 1350000 | 2 |
Last trade - 16.10pm 05/07/2024 (20 minute delay) ? |
Featured News
ADN (ASX) Chart |