that evaluation was pretty interesting. they included risk, cost of debt, and rather low PE to get their estimate. I look at it as 20ktpa at $2k profit/ton (from novonix' report) is $40 mil profit. divide by # shares and multiply by a PE of 15 (typical) then the year they sell 20k stock could be about $1.30/ share. when they sell 100ktpa then around $6/share. 150ktpa = $15/share. this doesn't include Saudi component or cathode division. So in my head, by 2030 it could be $15/ share. if the hype train hits it agin then nobody knows. not too many available stocks in this space.
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Novonix Research Report Feb 2024, page-9
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Mkt cap ! $334.9M |
Open | High | Low | Value | Volume |
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Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
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Sellers (Offers)
Price($) | Vol. | No. |
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No. | Vol. | Price($) |
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1 | 2232 | 0.685 |
4 | 72815 | 0.680 |
4 | 171670 | 0.675 |
2 | 10316 | 0.670 |
2 | 36028 | 0.665 |
Price($) | Vol. | No. |
---|---|---|
0.690 | 22670 | 4 |
0.695 | 80658 | 9 |
0.700 | 278397 | 14 |
0.705 | 13078 | 4 |
0.720 | 42679 | 6 |
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