Hi @ keeffo2002,no need to guess.
Totally agree.
$20B MC is ~ $6.7 SP
The Pilgangoora operation should see ~ 280kt of spod shipped in 1HFY23 ( vs 170kt in 1HFY22 ). And with contract spod pricing kissing US$5000/dmt ---- easy peasy.
We will have a clearer picture after the Q3 Activities report ( Mid - late April ) .
The FNArena's consensus calculations recently posted by @mayo1975, are ultra cautious, suggesting a NPAT of ~ $1550M for FY23.This equates to , at the extremes , 560kt @US$4000/dmt or 450kt @US$5000/dmt . IMO both the Production/Shipments and the nett price achieved will be better, resulting in a NPAT higher than $1550M.
Critique requested.
Cheers
* PLS WILL REACH - $5.27 - by 31 Dec 22. * - imo, page-172
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