What profit margins are they expecting on c-103 with the amount of tonnage (105) required by users up until full year 2028?
Anybody done some calcs?8 Feb 2024 — The current market price for C103 powder ranges from $4,150 to $5,385 per kilogram, with order lead times extending from 12 to 24 months.
Fairmont estimates the demand for C103 PBF powder in FY2025 at25 tonnes with estimated demand
growing to 105 tonnes in FY2028 for a 62% CAGR over the 5-year period ending FY2028. Fairmont’s
survey of current C103 powder price reflects a range of $4,150 / kg to
$5,385 / kg (US$2,700 / kg to US$3,500 / kg) with order lead times estimated at 12–24 months.
Is that across industry demand or for Amaero market share only?
Media, page-68
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