General comments/chat, page-16968

Replying to Post #: 51713890:

Based off our market capitalization ~A$900 mil, one could insinuate that at this SP the market is expecting ADN at a bare minimum based on the present PFS output configuration of 233Ktpa that all output has been signed off to customers and we have gone straight to selling premium refined Kaolin selling at A$700 tonne and no DSO. That would give us an after-tax cash flow of ~A$48mil and at a PE ratio of 20 would be sitting at ~960 mil MC. Priced to perfection based on PFS numbers with still a number of assumptions that need to be handled. Thoughts @Scarpa?