Let's assemble known information
Page 18
Large resource – 2,964PJ 2C
50+ years
Page 10
Australian Urea demand • Stable at 2.5Mt/a (>90% imported)
Realistic forward price...$300? $400? Is that pre shipping prices too?
Page 6 shows
15Gj Syngas = 12Gj Synthgas (which gas goes into Fertiliser??)
590 liters of ammonia (or 39 liters per Gj)
490 liters of methano (33 litres per Gj
Questions
How much Pj can they do per year? Assuming we divide 2,964Pj / 50 years = 60 Pj/year.
So 60 Pj = 60,000,000 Gj
And if 38Gj = 1 tonne, then that = 1.6m tonnes pa
Assume sale price of $400(?) per tonne = $640m pa revenue less Opex. DCFd on CapEx etc
Back of serviette stuff but a start. Need to find an Incitec Pivot broker report
Here are the brokers that cover IP http://investors.incitecpivot.com.au/phoenix.zhtml?c=170340&p=irol-analysts but I can't find a broker report on line which would have many breakdowns we could use
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