I got the sinter price wrong. I wasn't being negative for the hell of it.
the different product mix, which until they started producing, was the assumed story, plus the slip in prices, at $18.5/t opex makes a big difference to share price value
it's pretty simple but this how I get to a 26-27c share price. I had thought it through.
stage one: 20yrs, 1.5mtpa rom, 615ktpa product, $45 lump, $31 sinter, $47 fines
from other notes, stage two needs $130-150m capex, I haven't put that in yet. perhaps I should so I might not feel so cheated.
- Forums
- ASX - By Stock
- SFZ
- Ann: Quarterly Activities Report
Ann: Quarterly Activities Report , page-13
-
- There are more pages in this discussion • 2 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 SFZ (ASX) to my watchlist
Currently unlisted public company.
The Watchlist
LU7
LITHIUM UNIVERSE LIMITED
Alex Hanly, CEO
Alex Hanly
CEO
Previous Video
Next Video
SPONSORED BY The Market Online