Hi Gero,
Why wouldn't you just use the pre tax NPV from the 19ktpa DFS = US$1 bil = AUD $1.5m
After tax NPV will be around AUD $1 Bil then divide this by the number of shares on issue (350 mil).
The future NPV per share = ~$2.80 which is a possible 100% gain.
This is subject to Talga obtain all the permits, successfully commissioning the mine and the AAM production facility. obtaining offtake at US$12 per tonne and its operating costs of US$2.3 per tonne.
If Beach is correct where SYR is looking at selling its AAM for around US$5k per tonne, how realistic is TLG's forecast pricing of US$12k per tonne?
Be honest now!, page-40
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Mkt cap ! $220.2M | |||
| Open | High | Low | Value | Volume |
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Change
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