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
F*** me. If that is the case, then $2240/t 5.2% FOB, really...
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Last
$2.98 |
Change
-0.030(1.00%) |
Mkt cap ! $8.974B | |||
| Open | High | Low | Value | Volume |
| $3.00 | $3.11 | $2.97 | $82.16M | 27.12M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 12 | 65571 | $2.97 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.99 | 7500 | 1 |
View Market Depth
| Last trade - 16.10pm 08/11/2024 (20 minute delay) ? |
| PLS (ASX) Chart |