General Discussion AGY, page-4252

?????

BG Lithium current spot price us USD 46000-47000 ( may come down, may go up.... either demand needs to drop off or supply needs to increase to see prices fall, which side of the equation do you want to bet on )

Cost of production will be around UD 7000 per tonne ( for 2000 T plant ), so around 15% currently.

Regardless...

2000 x usd 40000 per tonne profit = USD 80,000,000 Profit PA . PE x15 = market cap USD 1.2 billion ( Puna and AGY )
2000 x USD 30000 per tonne profit = USD 60,000,000 Profit P . PE x15 = market cap USD 900 mill ( Puna and AGY )
2000 x USD 20000 per tonne profit = USD 40,000,000 profit PA . PEx 15 = market cap USD 600 mill ( Puna and AGY )

so even at worst numbers above
USD 40,000,000 x 77.5% x 0.72 exchange rate = for AGY cut ( 77.5% ) , around AUD 645 mill market cap.

we are sitting at just under AUD 500 mill

So for me , it still has someway to go ... and the people buying in last few days know it !