CG1 0.00% 6.7¢ carbonxt group limited

Ann: Management Presentation, page-30

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  1. 601 Posts.
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    Hey guys, I would be grateful if you can give me a hand with the numbers in this presentation.

    -Page 3 says that the Kentucky facility adds 57% percent to CG1 capacity (from 16K tons to 25K tons)
    https://hotcopper.com.au/data/attachments/4687/4687840-1863efac5d728de8cd6df82b5110a591.jpg
    - However page 4 says that the revenue of the company more than doubles by this 57% increase in capacity (25M added to 18.2 M)
    https://hotcopper.com.au/data/attachments/4687/4687843-c50d6619fdd9cdab5fe8f7d689c56bf5.jpg
    => Well you may argue that GAC (Kentucky stuff) are more expensive. But the presentation says otherwise (prices are similar).
    -Here are prices of current CG1's current products (p3):
    https://hotcopper.com.au/data/attachments/4687/4687845-0d245e76fc9b06dbd41bc0ffd27fc3ab.jpg
    - And price of Kentucky material (p10):
    https://hotcopper.com.au/data/attachments/4687/4687847-24440d9817e16a7aab7eb9c5f0e68836.jpg
    Are we dealing with a group of careless crooks or I am missing something?

    I guess I have to cut losses: my mistake, I shouldn't have been here.
    Last edited by maxkieh: 19/09/22
 
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