Hi all,
Long time holder here asking for some input from those with experience in dealing with companies such as this one but in a more mature phase. I.e. ATC in a few years time.
We know the project NPV and the assumptions that inform it. What is a reasonable MC for that project assuming that's 'as good as it gets'? (Maintains single plant, contract etc. - only price sensitive input is the HPA to whatever degree the Mitsubishi contact allows price variation)
We know a CR must occur (perhaps the final CR for the project in its current form) & finance is pending but this wont influence the MC / NPV relationship in the long run - 100% production capacity. Therefore MC should be.....? 50% of NPV, more.. less?? Do we have a good comparable company to support that figure?
ATC's future seems clear as per insto preso. Maybe in the far future we could build additonal plants but that's pure speculation.
Anyone have a informed response to the above?
Cheers,
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