Thanks Hagetaka!
Some rough numbers from me, please correct me where I'm wrong.
Prod: 14mt (maybe aggresive?)
ASP: $163 (30% HCC @200, 62% PCI @150, 8% thermal @130)
Royalties/t: $22 (13,5% of ASP)
CC/t: $95
EBITDA: $644m
Tax: $85m (30% of EBITDA - D&A of $360m)
CAPEX: $160m
Leases: $150m
FCF: $249m USD, $400m AUD @1.61 USD/AUD.
Still a decent 15 % yield to equity on these levels. Hopefully I can be convinced that it should be higher
Ann: September 2024 Quarterly Activities Report, page-10
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Last
$2.36 |
Change
-0.090(3.67%) |
Mkt cap ! $2.127B | |||
| Open | High | Low | Value | Volume |
| $2.45 | $2.45 | $2.35 | $5.635M | 2.364M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 5 | 27687 | $2.35 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.37 | 9777 | 3 |
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| Last trade - 16.13pm 25/07/2025 (20 minute delay) ? |
| SMR (ASX) Chart |