It makes SDL's published forecast sell price of $63.12 p/t (taken from the recent investor presentation) seem such a wildly incorrect assumption when compared to the current MBIO index price of $144.03 p/t.
IMO I expect margins to be considerably hugher than the published $43.47 p/t.
A $100 margin just might be acheivable. Now what would that do to the NPV chaps!
HB
SDL Price at posting:
15.0¢ Sentiment: Buy Disclosure: Held