Please lads lets get this CORRECT. (@chokdee I think you were correcting @falling knife but i wasn't 100% sure)
The plan is to mine (no...produce) 4440 tons per annum (NOT million tons). A ton is 1000kg so its 4.44 million kg of NdPr oxide pa.
IMHO this will likely be double this by 2028-2030 as demand builds for supply from ex-China and Tier 1 (ex Africa/Russia/Myanmar) sources.
Aust/Canada/USA/Brazil/India are going to be those sources.
The DFS of Nov 2022 mentioned all-in production costs of approx. $A50 per kg ($A48.52), so at current exChina prices of $US66 (approx $A100) the $A50 per kg profit margin equates to (I assume) EBITDA of $A222mil Every $A1 increase in NdPr oxide pricing equates to a further $A4.44mil in EBITDA as all costs should remain the same. There are of course so many variables in these calculations and still 2-3 yrs away from production/delivery eg phosphoric acid sales revenue could be higher in 2026+, transport costs could be lower/higher, inflation, interest rates, etc.
But IMHO being valued at MC of only 4 times first full production EBITDA is a very low valuation.AllIMVHO, DYOR (cause I have), GLTA(patient)LTH "Buildit they will come for more"
- Forums
- ASX - By Stock
- ARU
- Ann: Director Resignation
Ann: Director Resignation, page-24
-
-
- There are more pages in this discussion • 6 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add ARU (ASX) to my watchlist
(20min delay)
|
|||||
Last
16.0¢ |
Change
0.000(0.00%) |
Mkt cap ! $383.8M |
Open | High | Low | Value | Volume |
16.5¢ | 16.5¢ | 16.0¢ | $18.60K | 112.7K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
23 | 1153214 | 16.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
16.5¢ | 471818 | 9 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
23 | 1153214 | 0.160 |
80 | 4055440 | 0.155 |
86 | 4196081 | 0.150 |
39 | 1720337 | 0.145 |
28 | 2103829 | 0.140 |
Price($) | Vol. | No. |
---|---|---|
0.165 | 471818 | 9 |
0.170 | 1531301 | 25 |
0.175 | 1215791 | 18 |
0.180 | 1237379 | 21 |
0.185 | 950701 | 16 |
Last trade - 10.00am 09/08/2024 (20 minute delay) ? |
Featured News
ARU (ASX) Chart |