cruz the April presentation said that NMP was built into the $8.6m forecast. There was discussion of this, personally I was a little disappointed it wasn't extra icing on the cake given some of the postings here that it could double or treble the profitability. Today's announcement confirms this. I think this offtake was a formality which is why it has always been part of the forecast. The real value adding of the NMP could yet make a difference to profit in years to come but perhaps is unattainable for the time being.
Bottom line I am happy their forecast remains on track.
But the US is the key if we want a rerating.
A US roadshow prior to tangible US related announcements eg selection of site / contracts, is a waste of time in my opinion.
(I used to post as ACB)
ann: alox offtake agreement, page-18
-
- There are more pages in this discussion • 43 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 VYS (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
39.0¢ |
Change
0.015(4.00%) |
Mkt cap ! $163.2M | |||
| Open | High | Low | Value | Volume |
| 37.5¢ | 39.0¢ | 37.5¢ | $67.22K | 177.3K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 40461 | 37.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 39.0¢ | 11786 | 1 |
View Market Depth
| Last trade - 16.10pm 19/08/2024 (20 minute delay) ? |
| VYS (ASX) Chart |