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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F*** me. If that is the case, then $2240/t 5.2% FOB, really...
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Last
$3.01 |
Change
0.065(2.21%) |
Mkt cap ! $9.045B |
Open | High | Low | Value | Volume |
$3.01 | $3.04 | $2.96 | $37.81M | 12.58M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
43 | 185268 | $3.00 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$3.01 | 220078 | 62 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
33 | 118902 | 3.000 |
39 | 332680 | 2.990 |
31 | 318013 | 2.980 |
25 | 218860 | 2.970 |
37 | 324724 | 2.960 |
Price($) | Vol. | No. |
---|---|---|
3.010 | 284461 | 66 |
3.020 | 345746 | 39 |
3.030 | 394397 | 27 |
3.040 | 708783 | 40 |
3.050 | 314549 | 37 |
Last trade - 13.56pm 11/07/2024 (20 minute delay) ? |
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