SRL 5.62% 42.0¢ sunrise energy metals limited

All, Has anyone done valuation work on the benefits of Scandium...

  1. 725 Posts.
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    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
 
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