PG – Many thanks for the analysis of revenues and projected profitability looks right to me – re Bircho’s question on the figures
PG & NB – strange as this may seem – I think you are both correct.
net net – Most importantly PG’s financials are I believe correct
PG – took the cobalt production figure & the cobalt price per tonne US$100 X 30% as EV battery Cobalt sulfate is at a 30% premium =US$130
NB ‘Bircho” is also correct that EV Battery Cobalt Sulfate is 20 (actually I think 21%) Cobalt.
So if we produced 2520 tonne pa of EV Battery Cobalt that would be about X 5 of Cobalt Sulfate = say 12,500 tonne of EV battery Cobalt Sulfate.
However the price of the Cobalt Sulfate would we 1/5 (20%) of the cobalt US$100 X the 30% premium= US$130– so US$130 X 20 % =US$ 26
So US$26 per tonne of EV Battery Cobalt Sulfate X 12,500 tonnes of Cobalt Sulfate produced pa = PG’s figures
Hope that makes sense
- Forums
- ASX - By Stock
- CLA
- my ammended CLA valuation
my ammended CLA valuation, page-13
-
-
- There are more pages in this discussion • 184 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add CLA (ASX) to my watchlist
(20min delay)
|
|||||
Last
1.1¢ |
Change
-0.001(8.33%) |
Mkt cap ! $28.28M |
Open | High | Low | Value | Volume |
1.2¢ | 1.2¢ | 1.1¢ | $540 | 45.01K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
33 | 6154143 | 1.1¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
1.2¢ | 1852595 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
32 | 6017780 | 0.011 |
18 | 14752995 | 0.010 |
9 | 937441 | 0.009 |
4 | 820074 | 0.008 |
3 | 2588560 | 0.007 |
Price($) | Vol. | No. |
---|---|---|
0.012 | 1852595 | 2 |
0.013 | 778881 | 2 |
0.014 | 1480000 | 4 |
0.015 | 5100000 | 3 |
0.016 | 2139775 | 4 |
Last trade - 15.58pm 11/10/2024 (20 minute delay) ? |
Featured News
CLA (ASX) Chart |