Apologies update to above I forgot about tax - scale it up 30% so $2.85k USD to $3.57k USD per ton to hit $10 EPS with lower bound being JVs are moderately performing and upper bound being no benefit from JVs
I think if we scale up and pricing has a good year could get to $10 but I don't think it would stay ($10) there would likely settle $7 to $8 assuming market pricing stabilises between 2k to 3k USD per tonne of spodumene - haven't dug into Hydroxide pricing just assumed 2k Spod equates to $20kUSD hydroxide where a plant could operate at 50% loose net prof margin with that pricing so $200m per JV after tax in AUD earnings per year
so JVs come to like half a bil in profit cumulatively in a low long term (2kUSD/t spod pricing scenario) and flicking to maybe $700 to $900m in a really good year.
all IMHO not financial advise I am a retail investor like you all and just do grade 10 maths on things I don't understand
- Forums
- ASX - By Stock
- PLS
- Ann: Pilbara Minerals Expands Ganfeng Offtake Agreement
Ann: Pilbara Minerals Expands Ganfeng Offtake Agreement, page-123
-
-
- There are more pages in this discussion • 7 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add PLS (ASX) to my watchlist
(20min delay)
|
|||||
Last
$2.99 |
Change
0.010(0.34%) |
Mkt cap ! $9.000B |
Open | High | Low | Value | Volume |
$2.93 | $3.01 | $2.89 | $104.7M | 35.12M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
3 | 11874 | $2.98 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$2.99 | 65336 | 3 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 5944 | 2.980 |
4 | 23697 | 2.970 |
4 | 2326 | 2.960 |
4 | 16176 | 2.950 |
4 | 26405 | 2.940 |
Price($) | Vol. | No. |
---|---|---|
3.000 | 33244 | 8 |
3.010 | 24535 | 9 |
3.020 | 32584 | 9 |
3.030 | 72673 | 8 |
3.040 | 80177 | 10 |
Last trade - 16.10pm 19/07/2024 (20 minute delay) ? |
Featured News
PLS (ASX) Chart |