maybe look at the USA investor presentation as your WAG is...

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12/11/21

14:22

Post #: 57531443
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Originally posted by PRB74: ↑

I've built up a small holding over the last few years - averaged down to .16 a share so feeling pretty comfortable at the moment.
But I'm kinda simple when it comes to looking at the basic maths of the company.

For argument, lets assume an average of $25k per ton for Lithium carbonate. Therefore 2000 tpa means revenues of $50 million a year, and 10000 tpa means revenues of $250 million a year. Fair enough, looks good.

But I don't think I've seen any concrete estimates of costs? Pilot plany isn't cost efffective, which is fair enough. But what are the full costs estimated to be for the 2000 tpa plant? $5k per ton or $20k per ton?

If we WAG $10k per ton GP, then the 2000 tpa plant generates $20 million GP a year, and the 10000 tpa plant generates $100 million. At a P/E of 15 doesn't that imply a marget cap of $300 million for the 2000 tpa plant and a market cap of $1.5 billion for the 10000 tpa plant? So the current price would seem to have the 2000 tpa plant priced in?

Just thinking through the basic maths of what AGY might be worth.

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maybe look at the USA investor presentation as your WAG is certainly wild.
Est cost of $4.6k per ton sell for $30k let’s say $50m per year * .775 * p/e 15 = $581m
i would times the 10k upgrade by 6 as its 12k total but the % to Puna mining falls from 22.5% to 10%
so it’s about $4bn without CAPEX

AGY Price at posting: 32.5¢ Sentiment: Buy Disclosure: Held
25 Upvote

3 Great analysis

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(20min delay)
Last 8.7¢		Change -0.001(1.14%)		Mkt cap ! $127.3M

Open	High	Low	Value	Volume
8.9¢	8.9¢	8.7¢	$102.6K	1.173M

Buyers (Bids)

No.	Vol.	Price($)
3	55945	8.7¢

Sellers (Offers)

Price($)	Vol.	No.
8.8¢	323875	9

View Market Depth

No.	Vol.	Price($)
3	55945	0.087
14	647616	0.086
13	601035	0.085
4	199677	0.083
2	61500	0.082

Price($)	Vol.	No.
0.088	323875	9
0.089	279088	6
0.090	968990	6
0.091	100000	1
0.092	21869	1

Last trade - 14.34pm 21/06/2024 (20 minute delay)

AGY (ASX) Chart

maybe look at the USA investor presentation as your WAG is...

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maybe look at the USA investor presentation as your WAG is...

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