@bene449, i know your generalizing and i agree regarding OMH. Thou for everyone, in the latest announcement GMC depict a plan of 8 furnaces with expected profit of $127.9m pa.
I also believe that the power costs would be known; as they have locked in electricity prices and have known running cost of these furnaces from previous installation.
I just thought i would share my personal view of price valuation:
Would be interested in others 'constructive' feed back/view of the below:
- Forums
- ASX - By Stock
- GMC
- Ann: Update on Cornerstone Investment
Ann: Update on Cornerstone Investment, page-18
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