Markets value on forward earnings. 2019 is 300K tons, twice your estimate. Fixed cost per ton go down as production increases. Spherical starts production at price points ($2k per ton+). Cash flow turns positive in second half 2018. Cash flow generation and use of free cash flow are key to valuing Syrah at a multiple of free cash flow.
SYR SP Discussion, page-10
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Last
22.5¢ |
Change
-0.010(4.26%) |
Mkt cap ! $232.8M | |||
| Open | High | Low | Value | Volume |
| 23.5¢ | 23.5¢ | 22.5¢ | $1.802M | 7.921M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 24 | 1034048 | 22.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 23.0¢ | 443295 | 9 |
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| Last trade - 16.10pm 15/11/2024 (20 minute delay) ? |
| SYR (ASX) Chart |