Australia's largest stock trading and investment forum Australia's #1 stock forum

VIV

Click for more information

0.00%

2.5¢ vivid technology limited

The thing that struck me was the modelling suggesting that the...

First 10 Last

Share
Profile

Follow
herbalist

7,086 Posts.

74

22/06/18

08:42

Post #: 33874113
Share

Originally posted by verce ↑

I think it's good buying at these levels and evidently other people thought so today as well.

In the immediate term - one steel plant, according to the recent announcement, will produce ~400,000 tons of methanol annually.

In the previous graphic, we can get a rough calculation for the value proposition this represents for just one plant.

View attachment 1158705

So 321,888 tons/year of methanol should represent $140m revenue per year for the plant using the technology - of which GER (aka VIV) can expect a measly $1.4 million per year in royalties.

$1.4 million per year for just one plant's output of methanol from the technology is pretty good! And it scales upwards.

Maybe in 2019 when initial progress rolls in we won't need to worry about capital raisings anymore - and the lighting side of the business can just keep growing organically financed by the CO2 royalties.

Of course, if a carbon tax is ever introduced, the economics get even better here in Australia.

Expand

The thing that struck me was the modelling suggesting that the effect on the profitability of the steel plant through the incorporation of the NCFtech was a circa 48% increase. So huge end user benefits.

VIV Price at posting: 4.7¢ Sentiment: Buy Disclosure: Held
2 Upvote

1 Great analysis

Reply

Top Stories

CKA

Cokal upgrades infrastructure for BBM ramp-up in Indonesia

RCE

Recce eyes Indonesia for novel anti-infective as Indo-Aus ties grow stronger

ACW

Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

BCI

BCI reaches close of funding facility for salt-first part of Mardie project

SLS

Solstice Minerals to ramp up drilling campaign at Yarri Gold Project

Week 40 Wrap: China's nonsensical stimmy hype wanes (shocking!); HotCopper's picks; oil & inflation

BUX

Buxton projects new graphite province discovery at WA Narryer play

WCN

White Cliff jumps 24% on 'bonanza grade' copper rock chips at Rae project, Canada

NTI

Neurotech knocked back by FDA as agency declares target condition not rare enough for special status

COD

Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

There are more pages in this discussion • 4 more messages in this thread...

First 10 Last

Add VIV (ASX) to my watchlist