you're right. They were my first thoughts when I looked at it some months back except the 45X would be $0.8 not $0.6 so worst case a loss of 20c per KG with a ~3% probability of happening when you run all the scenarios.
If you make $7 per ton, $0.6 from 45X, but your Opex is $8 then yeah... that's a situation. At the same time if the stars align, the profit margin is fantastic.
What surprised me was the opex cost in general. SYR are saying they can make natural at $3.64/kg which assumes Balama at full production so add on another 10% which still makes it ~$4/kg
- Forums
- ASX - By Stock
- NVX
- Ann: Quarterly Activities/Appendix 4C Cash Flow Report
Ann: Quarterly Activities/Appendix 4C Cash Flow Report, page-66
-
- There are more pages in this discussion • 19 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 NVX (ASX) to my watchlist
|
|||||
Last
61.5¢ |
Change
0.025(4.24%) |
Mkt cap ! $303.0M |
Open | High | Low | Value | Volume |
60.0¢ | 61.5¢ | 59.0¢ | $677.5K | 1.121M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 1450 | 61.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
61.5¢ | 33870 | 5 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 1450 | 0.610 |
4 | 34575 | 0.595 |
14 | 124015 | 0.590 |
6 | 105503 | 0.585 |
14 | 77289 | 0.580 |
Price($) | Vol. | No. |
---|---|---|
0.615 | 33870 | 5 |
0.620 | 80229 | 11 |
0.625 | 53333 | 3 |
0.630 | 81129 | 4 |
0.635 | 28432 | 3 |
Last trade - 16.10pm 30/08/2024 (20 minute delay) ? |
Featured News
NVX (ASX) Chart |
The Watchlist
1CG
ONE CLICK GROUP LIMITED
Mark Waller, MD
Mark Waller
MD
Previous Video
Next Video
SPONSORED BY The Market Online