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 ! $222.1M | |||
| Open | High | Low | Value | Volume |
| 58.0¢ | 59.5¢ | 56.5¢ | $245.7K | 424.1K |
Buyers (Bids)
| No. | Vol. | Price($) |
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| 1 | 8000 | 58.0¢ |
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| 59.0¢ | 3900 | 1 |
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| Last trade - 16.10pm 14/06/2024 (20 minute delay) ? |
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| 57.5¢ | 59.3¢ | 57.0¢ | 119480 | ||
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