C79 3.16% $4.90 chrysos corporation limited

Very interesting to see the 5 new contracts add $109m in TCV =...

  1. 2 Posts.
    Very interesting to see the 5 new contracts add $109m in TCV = $2.2m per unit per year. 36% higher than the $1.6m assumption in the prospectus base case. Assuming the maintenance engineer costs are mostly fixed, that could significantly improve the profitability of each machine. It also doesn't account for any upside above the minimum contracted rate...
 
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