From page 7 of the Corporate Presentation
• Independent third party expandable graphite pricing implies substantial upside to PFS pricing assumptions (implied US$1,577/t basket sales price)
• Environmental pressure on Chinese supply pushing up prices 5-20% in the last 12 months
• Certain flame retardants banned in EU from 2017 onwards – potential for increased demand for expandable graphite as replacement
A US$1577 basket price would give EBITDA of approx US$70 million or AUD$93 million.
as opposed to the corporate presentation case of US$47 million or AUD$63 million.
Obviously prices are dynamic and could go either way but its good to see they've been conservative
and there could be plenty of upside.
Basket Price
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