you're right. They were my first thoughts when I looked at it some months back except the 45X would be $0.8 not $0.6 so worst case a loss of 20c per KG with a ~3% probability of happening when you run all the scenarios.
If you make $7 per ton, $0.6 from 45X, but your Opex is $8 then yeah... that's a situation. At the same time if the stars align, the profit margin is fantastic.
What surprised me was the opex cost in general. SYR are saying they can make natural at $3.64/kg which assumes Balama at full production so add on another 10% which still makes it ~$4/kg
- Forums
- ASX - By Stock
- NVX
- Ann: Quarterly Activities/Appendix 4C Cash Flow Report
Ann: Quarterly Activities/Appendix 4C Cash Flow Report, page-66
-
- There are more pages in this discussion • 19 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 NVX (ASX) to my watchlist
|
|||||
Last
78.5¢ |
Change
0.040(5.37%) |
Mkt cap ! $378.9M |
Open | High | Low | Value | Volume |
78.5¢ | 80.0¢ | 76.5¢ | $1.945M | 2.488M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
10 | 29652 | 78.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
79.0¢ | 139388 | 4 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
10 | 29652 | 0.785 |
11 | 31210 | 0.780 |
12 | 67381 | 0.775 |
6 | 93061 | 0.770 |
4 | 29607 | 0.765 |
Price($) | Vol. | No. |
---|---|---|
0.790 | 139388 | 4 |
0.795 | 112244 | 10 |
0.800 | 238815 | 28 |
0.805 | 108413 | 5 |
0.810 | 25234 | 4 |
Last trade - 12.38pm 26/06/2024 (20 minute delay) ? |
Featured News
NVX (ASX) Chart |