I think you are right on the production, so it is ~5.5kt per annum (1.7% global prod) but includes a smelter in the purchase price. You'd never have a smelter in such a high cost of energy country like Australia, and I am not 100% sure what portion of sale price should be assigned to the mine valuation vs that of smelter. Can others comment on this?
On the operating income, its highly variable which is why I took an average, I am not sure why COGS increased so much in 2023. Comparing 2022 and 2023 the EBITDA reduced 37% while the Operating income reduced 77% - seems like cost of goods sold was impacted in 2023 due to something which is not ordinary business. At least that is my take on it.
MLX Price at posting:
40.0¢ Sentiment: Buy Disclosure: Held
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