im not doubting that Mitsu won't make this binding, my query was more so has anyone else run some numbers on revenue from 2000tpa to estimate share price in the next 6-18 months (also noting an offer sheet may also be signed during that time for the 10k).
CAPEX for the 2000kt plant is estimated at 25m aud as per AGY announcements. Given funding for stage 2 is taking so long I suspect there's no stage 3 surprise in the short term - so in terms of revenue we are looking at 2000-2500tpa within 18-24 months.
ive been a holder since early 2017, sold some around mid 20s, held the rest since. Contemplating time frames now as I did back then.
Been a long 2 years so far lots of ups and downs, any thoughts regarding SP welcome.
AGY Price at posting:
9.2¢ Sentiment: Hold Disclosure: Held
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