Two years ago I bought unxo (Mns option) @ 0.085, at time when syr @ $4.50, because I believe Mns offer more value than syr, today Mnso traded @ 0.98 , unfortunately I do not have them any more, as I bought more mta. Today syr capitalized @$ 1.5 b is about at its NPV, Mns capitalized @ $ 585 million against its $2.2 b NPV,
Mta now just capitalized @ $21 million, so what about its NPV?
Mta cost similar to syr's, but basket price is 30 % higher than syr's, roughly operaing margin is US$1000/t,
Say sales 50,000 t /year, capex US $80 million, it's NPV is around $ 360 million,
If sales is 100,000 t/ year, capex US $ 100 million, it's NPV is about $800 million;
If sales is 200,000 t/year, capex US$ 12o million, it's NPV is $1700 million.
Syr's BFS based on sales 313,000t/year, capex US $144 plus 10%, Mns 's BFS based on 220,000/year, capexUS $269 million plus 71 million, I think the market are favor to Syr's model, i.e. Lower capex. Mta is more close to syr's model in term of capex.
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