GS are predicting LT spod at $1,100 and Carbonate at $15,000 as per below:
Carbonate production allowing for recoveries takes approx 8t of SC6 + conversion costs of c. $3k. So call all in cost $11,600. So your margin uplift is about $3,400
At NAL production rate you'd make about 20kt of Carbonate a year so based on estimate uplift that is around $70m extra profit vs just selling spod. Would be a $400m+ capex for that size refinery so that's likely a 7-8 year payback
As for other arguments NAL will be lucky to be in production by mid 2023 (I mean you were supposed to have a DFS 3 months ago and you just got a PFS, still need DFS, financing FID and construction to happen)
So based on GS numbers spod price over the PLL contract period is likely to be average something like $2,500. 113kt at $900 and 50kt at $2,500 works out to an average price of $1,390 which is barely above the PFS pricing.
Anyone ramping massive conservativeness built into this PFS is kidding themselves.
- Forums
- ASX - By Stock
- SYA
- Ann: Trading Halt
Ann: Trading Halt, page-322
-
- There are more pages in this discussion • 377 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 SYA (ASX) to my watchlist
(20min delay)
|
|||||
Last
3.1¢ |
Change
0.000(0.00%) |
Mkt cap ! $319.0M |
Open | High | Low | Value | Volume |
3.1¢ | 3.3¢ | 3.1¢ | $657.2K | 20.80M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
24 | 4663949 | 3.1¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
3.2¢ | 2145533 | 6 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
21 | 4483272 | 0.031 |
82 | 23437266 | 0.030 |
49 | 7838879 | 0.029 |
38 | 3732021 | 0.028 |
16 | 2850668 | 0.027 |
Price($) | Vol. | No. |
---|---|---|
0.032 | 1944421 | 5 |
0.033 | 3890334 | 16 |
0.034 | 4889612 | 28 |
0.035 | 9624247 | 35 |
0.036 | 4718584 | 28 |
Last trade - 16.10pm 26/07/2024 (20 minute delay) ? |
Featured News
SYA (ASX) Chart |