SUV 10.2% 4.4¢ suvo strategic minerals limited

Ann: $7.5M Placement to Accelerate Pittong Plant Expansion, page-28

  1. 1,094 Posts.
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    As someone who is running a ruler over the figures so far, are your figures derived via FOB, or CIF?

    At present, Kaolin prices run at about $300/t ?

    Fuel prices have risen to 'around' 2.10/ltr. How much does it cost per tonne of Kaolin to transport to harbour, if trucks are used? Will the inflated fuel prices really need to be factored in to the COP, or are access points to export hubs relatively negligible in distance?

    Rail possibilities ??

    I'm super interested in your reworked figures and revised EPS.

    With the worst case scenarios in place, a 'real world' EPS might be calculated, with a true % yield. At this point, relatively 'cheap' shares might actually return well above 10% , something that many listed companies would be envious of...


 
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