LAC.
Neighbour up the road. Financed and in construction target of 40,000tpa. 45% owned compared to AGY's ultimate 90% (assumption is keeping same stake in JV).
That would be equivalent of AGY targeting 20,000tpa. With AGY planning 12ktpa, call it 60% value of LAC.
LAC further advanced (funding/OT's/development) but current MC of LAC = AUD$4.1billion.
60% $4.1b = $2.46b.
With no further dilution thats an AGY SP of $1.97
General Discussion AGY, page-2590
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