comparing to spot price is not the correct approach, most companies have a blend of multi-year contracts (low), 6-month contracts (medium), and whats left is available for spot (High, this is actually a very small portion of the total). Both Alkem and PLS mention an average of $3200 (from memory) which is still a huge amount in comparison to 1250.
The big problem that anyone putting together a DFS will have is predicting a price way out in the future which is why most chose a very conservative number that does not require them to defend how they arrived at it while sitting in front of investors.
General Discussion Topics, page-53727
-
- There are more pages in this discussion • 89,638 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add SYA (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
2.3¢ |
Change
-0.001(4.17%) |
Mkt cap ! $236.7M | |||
| Open | High | Low | Value | Volume |
| 2.4¢ | 2.5¢ | 2.3¢ | $337.1K | 14.25M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 64 | 14483458 | 2.3¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 2.4¢ | 5943785 | 11 |
View Market Depth
| Last trade - 16.10pm 06/09/2024 (20 minute delay) ? |
| SYA (ASX) Chart |