Note: have purposely reduced the basket price by approx 23% from $54.00P/kg down to $41.00 as Stage 2/ begins.
Reason being IMO: there will be an expected new supply to which will most probably push prices down & stabilize at around $41 or there abouts.
Have used Industry PE: of 8.57 ...... Playing conservatives :)
Note: have also left shares on issue @ 1.7Bill, will need to increase due to ( Mount Kellet Convertible Bonds. )
Stage1/ $1.88+ P/Share
Stage2/ $2.51+ P/Share
If we use higher P/E but still keep the above quoted basket prices unchanged ( It makes a considerable difference to the Share price outcomes )
P/E = 10
Stage1/ $2.20+ P/Share
Stage2/ $2.93+ P/Share
P/E = 12
Stage1/ $2.64+ P/Share
Stage2/ $3.52+ P/Share
P/E = 14
Stage1/ $3.08+ P/Share
Stage2/ $4.10+ P/Share
P/E = 16
Stage1/ $3.52+ P/Share
Stage2/ $4.69+ P/Share
P/E = 18
Stage1/ $3.96+ P/Share
Stage2/ $5.28+ P/Share
Hope this gives those that purchased above $1.00 some assurance over the coming post toll period.
.
- Forums
- ASX - By Stock
- LYC
- valuation post toll
valuation post toll
-
- There are more pages in this discussion • 10 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 LYC (ASX) to my watchlist
|
|||||
Last
$6.76 |
Change
0.020(0.30%) |
Mkt cap ! $6.318B |
Open | High | Low | Value | Volume |
$6.76 | $6.81 | $6.72 | $16.83M | 2.487M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 9162 | $6.75 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$6.78 | 5455 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 750 | 6.730 |
1 | 776 | 6.700 |
2 | 5300 | 6.680 |
2 | 14900 | 6.670 |
1 | 1000 | 6.650 |
Price($) | Vol. | No. |
---|---|---|
6.800 | 3857 | 3 |
6.810 | 1747 | 3 |
6.820 | 1800 | 1 |
6.850 | 301 | 1 |
6.880 | 4000 | 1 |
Last trade - 16.10pm 06/09/2024 (20 minute delay) ? |
Featured News
LYC (ASX) Chart |