AVZ 0.00% 78.0¢ avz minerals limited

Running discussion on SP, page-74224

  1. 594 Posts.
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    Just to get things rolling 2020 DFS had a 3 billion after tax profit for LOM (20 yrs) based on a 4.5 mt processing plant and a 2.5 yr payback period.
    3 billion came from SC6 @ $600 a ton now $6000 a ton, tin was 10 0000 a ton now over 50 000 a ton and pls is around 20 000 a ton
    remember that a 10 mt processing plant is on the cards now not a 4.5 mt plant
    so keeping it simple and extrapolating the 2022 after tax profits using 2020 production and adjusted 2022 prices puts profits at around 30 dollars a share. (total profits divided by SOI)
    the fun part is deciding how much you think AVZ will pass onto shareholders in form of dividends.
    Even if only half right its still one hell of a life changer.
 
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