Sweet - HPA demand for battery seperators increased last quarter significantly - and HPA price seems to stick around the top levels used for ATC's valuation / business case. While they typically use $30/kg HPA as "conservative" number - the price seems to stick more around at $40 per kg - and increased demand is unlikley to bring the price down, isn't it?.
If it stays that way than the current DCF value (accoding tho the recent Petra analysis) of an ATC share should be already above 60 cents. All good - bring on the finance!
ATC Price at posting:
12.5¢ Sentiment: Buy Disclosure: Held
