sdl will produce 35mt of high grade iron ore at cost of $20 per tone ..in today;s iron ore spot price of $175, the profit per tonne is $150 per ton x 35m = 5.25 b
the above is in theory only ...
CCC will produce say 10 million in 2014-15....just say their profit will be $100 per ton thats only $1 b profit in theory
so, SDL current market cap 1.2 b and CCC 250m are correctly valued as SDL's potential future profit is 5 times more than ccc.
the above is only for illustration purposes
CCC Price at posting:
67.0¢ Sentiment: Buy Disclosure: Held