FY23 is looking so juicy just by using the most conservative baseline numbers.
If we plug FY22 numbers into FY23 for a full year and be conservative with costs also going up (worst case scenario)
1. 420,000 dmt
2. Spod price $3000 USD
3. Cost $700 USD
420,000 x ($3000 - $700) = $966M USD = $1.341B AUD EBITDA
We all know that annual dmt will be higher than 420,000 in FY23, Spod prices potentially higher as well.
So plenty of upside for close to $2B in EBITDA for FY23. This is without further expansions, P680, P1000, POSCO JV, Calix. The mind boggles!
A $20B market cap = double SP from here is all but inevitable.
Ann: December 2021 Quarterly Activities Report, page-69
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