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clock Created with Sketch. 28/11/20
12:14
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Originally posted by Scarpa:
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Just to illustrate, if DFS variables come in and AVZ gets 75% of that it will get US$152 million per year in nominal profit (i.e. cash flow). Compare that to finance. Noting that the DFS itself did not include the SEZ or remittance of VAT. Also we are not even delving into expandability and economies of scale. Seriously does that poster think this outcome would already be fully priced into the current SP LOL. Obviously this is the difference between a confusion of assessing finance against NPV and actual nominal cash flows, because interest payments and principal is paid from cash flow btw
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So, the key with OT'S is they need to be BINDING.@Scarpa , however many here dont, especially when linked with supply/demand.
