AUD380/t with unit costs of AUD113/t last quarter. At that rate, and assuming 2.4Mt sold in next 12 months, that is earnings of ~AUD650M. Almost exactly current market cap.
As of mar 31, cash + receivables = $330M => EV AUD300. EBITDA/EV = ~0.5.
Also pellet stockpile of 180,000t, worth AUD68M at current rate.
Nuts, just nuts. I don't know that I've ever seen a relatively low risk business so undervalued.
Pellet Price, page-809
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