Their graph in their corporate presentation clearly shows AUD$100/t as a cost base. If anything that's conservative based on the latest results.
Another way to check this with simple maths is, if they made $45million in net cash flow off 280k t of sales, that is a net margin of AUD$160k/t [$45m/280k].
They sold at ~USD$185k/t which is AUD$250k/t in revenues and a cost of AUD$90k/t to get to a net margin of ~$160k/t or $45m net cash flow.
80c Share Price, conservative & discounted valuation, page-5
-
- There are more pages in this discussion • 63 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add FEX (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
43.0¢ |
Change
0.010(2.38%) |
Mkt cap ! $298.6M | |||
| Open | High | Low | Value | Volume |
| 42.0¢ | 43.0¢ | 40.5¢ | $1.125M | 2.663M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 4 | 127866 | 41.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 43.5¢ | 122192 | 5 |
View Market Depth
| Last trade - 16.10pm 02/08/2024 (20 minute delay) ? |
| FEX (ASX) Chart |