Well you have assumed no revenue from fines (26 July 2021). The A$8.4m of capital is not going to be an issue and the payback at current prices is approx 1-month so its a no-brainer that it should occur. I presume its happening but there hasn't been any commentary on it that I've noted.
The slide set for the DFS noted a Platt's spot sale price of $850/t (16Jul2021) and indicative pricing was $75-$85/t (for simplicity lets call this 10% of Spod prices but it could be a better multiple at higher prices if the adjustment reflected processing costs). The volume was 110kt. Incremental costs were noted as US$23/t.
So you can add A$75m to the EBITDA. [110kt*(US$5,000*10% - $23) = US$52.5m. Divided by 0.7 = A$75m].
Banter and general comments, page-12449
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9.3¢ |
Change
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Mkt cap ! $198.7M | |||
| Open | High | Low | Value | Volume |
| 9.3¢ | 9.5¢ | 9.1¢ | $1.027M | 11.10M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 21 | 1922509 | 9.1¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 9.3¢ | 49999 | 1 |
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