Sorry happy to be corrected if I'm wrong but 160000 tonnes supply to ganfeng per year for 5 years. Im assuming roughly at $500 per tonne... multiplied by 160000 by 5 years would earn AVZ approx 400 million? So would that mean current fair value of AVZ is at approx 14 cents which eould equate to approx $400m market cap?
happy to be corrected, just trying to get my head around the valuation.
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