let do some back of the envelop numbers
50 mln tons @ $25 per ton (price agreed by FMS) = $1250 mln
Aurion report shows 38% profit margin on IO
$ 1250 mln * 0.38 = $475 mln
apply 27 PE
valuation $ 12825 mln value on completion of the project
Does not look ridiculous, does it ?
$4 bln profit for Roland and $2 bln for Pdy if it went ahead.
Would anybody else be interested ?
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