Just thought I'd create this thread now given we are near.
Also alot if posters posting junk now so might as well add to what could be argued as a pipe dream.
But is it? Let's take a rosy view.
Initial production is 700ktpa spod selling at 6.5k less cost of productin is 400 = 6.1k margin for 700ktpa = 4.5b ebit!
PLs just sold sc6 for 6.5k
Discounting to 66 percent ownership = 3b
Multiply by 10 p/e = 30b or $10!
Now double throughout to 10mpta and we are double that or $20, maybe we should start that thread too!
Now release these numbers as BFS, along with the rest with 160m shorts needing to cover and we could be $30!
Either way shorters going to hurt
And either way this thread will be resurfaced when we get to $10
