SGA 6.67% 9.8¢ sarytogan graphite limited

Hello. Reading about SGA for the first time, ever, the...

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  1. 3,607 Posts.
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    Hello. Reading about SGA for the first time, ever, the impression is they are claiming their graphite is better. This said, the impression is the current price is US$500/t. US$500/t appears to result to a CAPEX Payback of around 12 years, which might possibly be uncommercial. It looks worse if the debt funding is only 40%, which would result in lots (understatement) of dilution.

    https://hotcopper.com.au/data/attachments/6376/6376109-0028f1005c2c745a42f1da27a79f85bc.jpg

    https://hotcopper.com.au/data/attachments/6376/6376113-6a51927925084f3147319b62510bb366.jpg

    https://hotcopper.com.au/data/attachments/6376/6376124-d118ff3cab5841686a24a7ac0d403dd6.jpg

 
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