Great to see the contract Battery Grade Carbonate prices remaining strong in Japan. Up at $69,000USD per tonne in some cases. If our OT partner is outside of China then we are in for one hell of a re rate forward looking to 12ktpa
Some Friday back of envelope numbers for fun.
- Puna Mining will look to clear $40,000USD per tonne.
- 12ktpa gives them $480,000,000USD per annum profit.
- AGY will move to 90% ownership when the permits complete pitting AGYs share at $432,000,0000USD per annum.
- PE ratio, I would use 5 as a low end figure as it sits for face value, I would add 2 multipliers for the IP and good will and 2 multipliers for a the long term OT agreement giving us a fair ratio of 9.
- Allow 32million a year for AGY company expenses and fees leaving AGY with $400,000,000USD a year profit, at today's USD/AUD exchange rate that's $620,000,000AUD.
- $620,000,000AUD x9 = $5.58B AUD Market Cap
- 5.58B divided by shares on issue 1.4B is $3.98 a share.
either way you look at it, it's a far cry from the $350m market cap we are currently on and the 10ktpa permits are only one email away!
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