I've seen the report.The analyst is using USD 26k /tonne for ferroniobium when the price which has been stable for more than a year is USD 40k /tonne with also high production costs of 15 USD /tonne so thats a margin of 11 versus 25 USD /tonne which changes their
discounted valuation from 22.88 to 50/share plus they also allowed for a capital raising of 700m at 30/share when this will get debt funded
because its such a high margin long life operation
General discussion, page-8428
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