VYS 6.49% 41.0¢ vysarn limited

announcement, page-47

  1. 10,022 Posts.
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    xFire

    at this stage c/r is not the preference if they can secure debt finance.

    your calculation for fair value only includes Geelong plant and the first US plant (which is only 25% of total US supply),
    you need to include the other 75%, that's NPAT $44.1, and maybe 30% of it should reflect on the m/c that gives you $13.23m, plus other opportunity around the world.

    this is not a finite resource, it's infinite resource and no one is able to compete with this company in the world atm.
 
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