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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Last
25.0¢ |
Change
0.030(13.6%) |
Mkt cap ! $258.7M |
Open | High | Low | Value | Volume |
22.0¢ | 25.5¢ | 22.0¢ | $1.716M | 7.127M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 140002 | 25.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
25.5¢ | 535418 | 13 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 140002 | 0.250 |
3 | 61721 | 0.245 |
8 | 442026 | 0.240 |
9 | 282485 | 0.235 |
8 | 511149 | 0.230 |
Price($) | Vol. | No. |
---|---|---|
0.255 | 535418 | 13 |
0.260 | 167323 | 4 |
0.265 | 81217 | 2 |
0.270 | 32000 | 2 |
0.275 | 46900 | 3 |
Last trade - 16.10pm 26/08/2024 (20 minute delay) ? |
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