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)
cruz the April presentation said that NMP was built into the...
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Last
34.0¢ |
Change
0.005(1.49%) |
Mkt cap ! $142.3M | |||
| Open | High | Low | Value | Volume |
| 34.0¢ | 34.8¢ | 33.8¢ | $209.4K | 610.8K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 11459 | 34.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 35.0¢ | 224488 | 4 |
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| Last trade - 16.10pm 19/07/2024 (20 minute delay) ? |
| VYS (ASX) Chart |