So if AVZ gets a mine up and running and produces 780ktpa of sc6 equivalent…. And I understand those are very very large obstacles to navigate but if it does, what do you see as fair value for something like that? At 51%, 66% ownership and do you price in any further expansions or only value as a multiple of earnings.
Sorry to single you out but I have read a few of your posts you seem very pragmatic.
AVZ Price at posting:
78.0¢ Sentiment: Buy Disclosure: Held
