PUA 0.00% 0.3¢ peak minerals limited

Ann: Inside Briefing interview on Polar Sapphire acquisition, page-19

  1. 263 Posts.
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    Misleading? The MC is currently $9M because they haven't raised the $30M. When they do the MC will be $50M. Is that somehow complicated or misleading?

    Since we're dealing in hypotheticals, if they raise the $30M that also means we are mere months away from production of 1000tpa of 4N and 5N HPA. What's an appropriate MC for a company generating say USD $25m pa EBITDA? At 8xPE it's AUD$270M not including upside of additional 1000tpa modules at $12M CAPEX each funded through profits.

    It's all subject to financing of course but your comment about the MC being misleading is laughable.
 
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