Geez TT
not the easiest of questions to answer- that said ,
stage 1 , based in 13ktpa at a sale price of $50k per tonne gives gross cashflow of $650 mill - allow for DFS all in costs plus 10% gives roughly $5k per tonne, which gives nett free cashflow of $585 mill
whilst we don’t know yet what the set up of the capex costs will be - let’s say $50mill for that ( it literally could be zero or double that so without knowledge of how this will be financed it’s a rough figure) which then leaves cashflow at $515 mill . Assuming a P/E of 20 ( I think it would be higher due to the growth pipeline) we arrive at a mcap of $10billion plus or roughly $9 per share .
Once funding package for capex is known you can tighten these rough numbers up considerably, but that’s what I’d b looking for from stage 1
Stages 2 and beyond, I can’t calc due to the other minerals being included but we don’t have a definitive tpa for them
you can calc the lithium valve by simply multiplying the above
even at this stage I value asn multiples of the SP , based on reserves , DFS and peer companies
it’s quite easy to see why people, including myself get excited by the asn future-
a listing in the USA certainly wouldn’t hurt either!!
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Last
9.7¢ |
Change
0.000(0.00%) |
Mkt cap ! $125.1M |
Open | High | Low | Value | Volume |
9.9¢ | 10.0¢ | 9.7¢ | $117.9K | 1.204M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
6 | 451604 | 9.7¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
9.9¢ | 101010 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
6 | 451604 | 0.097 |
2 | 153191 | 0.096 |
3 | 183000 | 0.095 |
1 | 31344 | 0.094 |
6 | 175163 | 0.093 |
Price($) | Vol. | No. |
---|---|---|
0.099 | 101010 | 1 |
0.100 | 528072 | 2 |
0.105 | 446159 | 8 |
0.110 | 297021 | 4 |
0.115 | 242408 | 6 |
Last trade - 16.10pm 12/08/2024 (20 minute delay) ? |
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