AGY 13.6% 9.2¢ argosy minerals limited

Ann: US$5M Strategic Investment by ATL, page-97

  1. 561 Posts.
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    And for all those doing DCF valuations, ATL's price point provides a really good data point to re-calibrate the model.

    I would assume the basis for ATL valuation was AGY's on a standalone basis (selling to spot market, no offtake, current spot prices), cost structure and productivity as evidenced by their DD. Production volumes and ramp up as they expect.

    With that, I see $1 sp, with carbonate price (offtake) at $28k/t.
 
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9.2¢
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0.011(13.6%)
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8.4¢ 9.6¢ 8.3¢ $761.7K 8.626M

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No. Vol. Price($)
1 14047 9.2¢
 

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Price($) Vol. No.
9.4¢ 10000 1
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