Plant 1 60,000 tpa @ $300pt = 18Mil
EBITDA= 8.6M pa (A 'give me' conservative target IMO)
Expect this to be far higher IMO.
SP=$1+
NMP profit upside on Plant 1 is reported to be potentially 20M pa on Plant 1. Yet this is not a 'give me'. So you cannot really include unless you offer substancial discount like 95%. Giving a 5% success rate on these forward earnings. Yet I do not price anything into calculations.
SSC Plant 125,000 tpa @ $300 = 37.5M pa
Alcoa US Plants 400,000 @ $300 = 120M pa
Entitled to 100% of the OS profits as opposed to ONLY 60% from Aussie Plant. Thus the very fast expansion into the US. As the upside during 2011 OS will be our main upside.
SP= who knows (10 Bagger + potential for 2011)
Silica- who knows it BOOM time for silica projects. So great time to make several hundred percentage gains on their original purchase. Like I always have stated sell it for overseas expansion funding IMO. 50 Mil will go a long way. I noted a Commercial Lawyer employed for Silica project- I hope it is to sell it off for our main expansion opportunity in ALU. IMO.
Anyway if MHM must be rated as one of the best up and coming small caps on the market for 2011. The base Plant is $1+ then OS upside and other projects upside is mouth watering.
Even a commodity correction will have little affect on us going forward IMO. As we have mountains of Alu slag to recycle and huge gains OS to be made. NMP and SPL are all icing.
IMO DYOR
- Forums
- ASX - By Stock
- VYS
- back of the envelope calculations
back of the envelope calculations, page-22
-
-
- There are more pages in this discussion • 5 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add VYS (ASX) to my watchlist
(20min delay)
|
|||||
Last
49.0¢ |
Change
-0.010(2.00%) |
Mkt cap ! $253.5M |
Open | High | Low | Value | Volume |
50.0¢ | 50.5¢ | 49.0¢ | $181.7K | 366.8K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 4597 | 49.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
50.0¢ | 50904 | 3 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 4597 | 0.490 |
8 | 161856 | 0.485 |
2 | 7000 | 0.480 |
3 | 40845 | 0.475 |
4 | 80752 | 0.470 |
Price($) | Vol. | No. |
---|---|---|
0.500 | 38126 | 1 |
0.510 | 15670 | 2 |
0.515 | 105000 | 2 |
0.520 | 2000 | 1 |
0.525 | 70000 | 1 |
Last trade - 16.10pm 11/10/2024 (20 minute delay) ? |
Featured News
VYS (ASX) Chart |