Enlighten me.
PLL entitled to 113mt of SPOD at a ceiling price of US$900/t. Guidance is 144mt, which means if new nameplate is hit, SYA gets 31mt (22% of total production).
Current production cost for 5.4 Li2O is US$793 * excluding freight and royalties (so 78% of SYA's output will be sold at cost basically).
If on target, and let's be honest, when have they honestly hit a target that hasn't been obfuscated, they would get 31mt per FY. At current spot prices, would net $52M in revenue, potentially $30M in profit. Is that big enough to cover ongoing annual exploration, downstream ambitions, issues as they arise?
We're trading at a significant premium to our actual EBITA.
- Forums
- ASX - By Stock
- SYA
- 2023 AGM discussion and comments
2023 AGM discussion and comments, page-464
-
- There are more pages in this discussion • 40 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 SYA (ASX) to my watchlist
(20min delay)
|
|||||
Last
3.5¢ |
Change
0.000(0.00%) |
Mkt cap ! $360.2M |
Open | High | Low | Value | Volume |
3.5¢ | 3.6¢ | 3.4¢ | $716.1K | 20.41M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
19 | 8111041 | 3.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
3.6¢ | 12582608 | 29 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
19 | 8111041 | 0.035 |
24 | 11535225 | 0.034 |
45 | 14526311 | 0.033 |
65 | 9515798 | 0.032 |
32 | 8254489 | 0.031 |
Price($) | Vol. | No. |
---|---|---|
0.036 | 12582608 | 29 |
0.037 | 12487795 | 39 |
0.038 | 15771088 | 31 |
0.039 | 9230259 | 26 |
0.040 | 6925221 | 40 |
Last trade - 16.10pm 18/10/2024 (20 minute delay) ? |
Featured News
SYA (ASX) Chart |