All,
Has anyone done valuation work on the benefits of Scandium to CLQ?
What we know:
- largest reliable supply outside Congo
- bottom of quartile extraction cost
- Boeing discussions for supply on-going
- agreement with Chinas 2nd largest Alumounium producer to explore use in light vechiles, buses, & IMO military.
At 170t of oxiode from off-take we get at todays price ... we are talking revenue of $1,300,000,000 inclusive off all other commodities as well Nickel, Platinum and Cobalt.
EPS generation of $1.10.. post financing and CODB at announced rates.
At x12 PE long run median of Mining we are talking $13.20 share price.
Volume is consistent with announcements to market.
What is missing?
Why is this not re-rated yet?
This was done by/with a friend. I just cant see flaws
$13.20 Valuation
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| Open | High | Low | Value | Volume |
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