TC I think you are spot on in your interpretation.
To simplify things
If we can assume for a minute that margins will be the same
Aust processing is 60,000 tones pa. = nett profit. $6.8m
US processing is 250,000 tones pa = nett profit. $ 35.7m
Total NP.in say 18 mths $42.5m
Say at a conservitive PE of 15
= Mk cap 637.5m
= projected SP of $4.90
This is for the ALuminium operations alone, from 2plants alone, not taking into account any blue sky.
Even if the US margins are lower or the $ Aust remains strong,there is plenty in this, tell me if I am mistaken.
mhm america figures, page-27
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