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
BMX auction tipping comp, page-188
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$2.80 |
Change
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Mkt cap ! $8.429B | |||
| Open | High | Low | Value | Volume |
| $2.81 | $2.89 | $2.79 | $52.63M | 18.65M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 23 | 263602 | $2.80 |
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| Price($) | Vol. | No. |
|---|---|---|
| $2.82 | 8000 | 1 |
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