I'm working on a CY year basis no FY year which the CR preso uses ... slide 17 from Sep 30 presentation.
So I just average it starting off with basically using 60Kt for 2nd half of FY'23 (CY'23 Jan - Jun) and 90Kt for 1st half FY'24 *CY'23 Jul - Dec). That's how I get to 150Kt for 2023 and since assuming both OTAs apply at 75Kt each, for the model 100% of production goes to OTA and none to spot.
DSO is a bonus. I only include "revenue" for that in 2022 ... probably not material to overall model.
Oh No - Another Valuation Thread!, page-14
-
- There are more pages in this discussion • 45 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 CXO (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
11.0¢ |
Change
0.010(10.0%) |
Mkt cap ! $235.0M | |||
| Open | High | Low | Value | Volume |
| 10.5¢ | 11.5¢ | 10.0¢ | $3.029M | 27.71M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 7 | 374502 | 11.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 11.5¢ | 3715512 | 56 |
View Market Depth
| Last trade - 16.10pm 12/07/2024 (20 minute delay) ? |
| CXO (ASX) Chart |