not too familiar with their FA, but GSC seems to be hunting a fair chunk of boron, and LPI MC looks like it's less than $10m more than AGY's whilst having about $10m more cash so EV same as AGY right now
found all-in-cash-cost estimates too = $2-3K p/t
est sales price of $7-10K p/t
so profit of $4-8k p/t
let's go with avg. $6K p/t profit
phase 2 = 1000-1500tpa(let's say 1250)
$6K x 1250 = $7.5m npat
$7.5m npat x PE of say 10 = $75m divided by SOI gives a SP of 99cents
looks like she might have run a bit too hard a bit too early, but I guess what promising specky doesn't
AGY Price at posting:
7.8¢ Sentiment: None Disclosure: Not Held
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)