From page 7 of the Corporate Presentation
• Independent third party expandable graphite pricing implies substantial upside to PFS pricing assumptions (implied US$1,577/t basket sales price)
• Environmental pressure on Chinese supply pushing up prices 5-20% in the last 12 months
• Certain flame retardants banned in EU from 2017 onwards – potential for increased demand for expandable graphite as replacement
A US$1577 basket price would give EBITDA of approx US$70 million or AUD$93 million.
as opposed to the corporate presentation case of US$47 million or AUD$63 million.
Obviously prices are dynamic and could go either way but its good to see they've been conservative
and there could be plenty of upside.
Basket Price
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Mkt cap ! $6.046M | |||
| Open | High | Low | Value | Volume |
| 0.7¢ | 0.8¢ | 0.7¢ | $11.85K | 1.685M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 1389907 | 0.6¢ |
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| Price($) | Vol. | No. |
|---|---|---|
| 0.8¢ | 579702 | 2 |
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| Last trade - 15.01pm 11/07/2024 (20 minute delay) ? |
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