I think those numbers are lean but running with them; $10/kg profit x 11m kg = $110m pa profit.
10x p/e makes it a $1.1b company, or about 55c per share. (Admin and interest included in the $20 cop.)
Ph2 ramped get $15 x 22m kg = $330m ptofit, a $3.3bn company and fair price around $1.60. (Lower COP at higher volume.)
No medium term upside from Duncan, metals etc factored in of course.
Add to My Watchlist
What is My Watchlist?
 (20min delay)
|
|||||
|
Last
$9.67 |
Change
1.380(16.7%) |
Mkt cap ! $9.045B | |||
| Open | High | Low | Value | Volume |
| $9.50 | $9.96 | $9.38 | $153.8M | 15.88M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 914 | $9.67 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $9.68 | 12000 | 2 |
View Market Depth
| Last trade - 16.10pm 11/07/2025 (20 minute delay) ? |
| LYC (ASX) Chart |