F*** me. If that is the case, then $2240/t 5.2% FOB, really equates to probably $2500/t 6% CIF. My mind is absolutely blown…let’s just talk some real ball park figures below:
Plant 1 - 330ktpa, tied up in contracts say a conservative $500/t profit
Plant 2 - 200ktpa, sold on spot, average $1500/t profit
$465m profit/year, PE ratio of 20, market cap circa $9.4b compared to where we are today. I know very very broad brush strokes, but the above doesn’t even consider 1mtpa production, Posco downstream, Calix midstream. Holy moly, I need to sit down.
I for one will be having a drink tonight, all the pain and suffering seems to be worth it for this one, enjoy the ride.
Pap
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Last
$3.00 |
Change
0.060(2.04%) |
Mkt cap ! $9.045B |
Open | High | Low | Value | Volume |
$3.01 | $3.04 | $2.96 | $50.48M | 16.79M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 278720 | $3.30 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$2.76 | 40764 | 5 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 44 | 3.300 |
1 | 71015 | 3.260 |
1 | 58184 | 3.240 |
1 | 5150 | 3.220 |
11 | 532654 | 3.170 |
Price($) | Vol. | No. |
---|---|---|
2.760 | 40764 | 5 |
2.780 | 1878 | 1 |
2.800 | 14713 | 1 |
2.850 | 296663 | 17 |
2.860 | 3133 | 2 |
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