SYR 1.49% 34.0¢ syrah resources limited

future value, back of envelope

  1. 200 Posts.
    I have been constructing my thoughts on SYR and offer the following for debate.

    Chicken and egg on plant size V market capacity etc but to get the ball rolling, I used 100,000 product per year.

    Basic plant and ancillary items should be well under $150m

    It's a soft low abrasive product (relatively speaking)

    OPEX should be way under $800
    Sales maybe $1200
    Margin $400
    100,000 tpa will give 40,000,000 profit
    4 year payback
    LOM looks like forever but lets use 25 years
    So 21 years at $40m profit.....nice so a PE should be sweet at 10x
    So E of $120m gee.....this could be a $1.2 B company with little effort...
    4 bagger from here with minimal risk, I'm in .......

    Time will judge me, as it did with SBM......


    Note, the above is a result of red wine ramble ....... So is advice for fellow punters. Investors have long since left the tent.
 
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