= $A600/t FOB.
And this is for 2009 contracts.
As far as MAK is concerned at 2mtpa and opex $A150/t this would give a cash margin of $A450/t, less 20% royalties, say $10M admin and 30% tax, say NPAT $A500M.
@PE4 = MC $2B/say 120M FPO's = $16.66/share.
Even if you half that and say $8/share......
I just hope that the $USD price of RP goes up to match the expected tanking of the $USD sometime soon, to maintain the $AUD price of RP.
The lack of required CAPEX is just what the doctor ordered in this current risk-averse global financial climate.
very positive brr, page-11
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