Yep, the dream was always to produce at least 10ktpa.
We are well on our way.
It’s anyone’s guess as to future pricing etc, but even some rough scenarios paint a very promising picture.
Example:
Even US$20k/t profit at 12 ktpa = circa AUD$300M for AGY per year.
Whack a P/E of 15 on that.
That’s bare bones conservative imo.
…looking forward to the market taking this more seriously when the expansion permits and funding land.
I also think more eyes will start to open when we are shipping BG product later this year. That simply cannot be ignored, considering the tiny amount of actual brine producers globally.
GLA
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