Why are we looking at the ships and what does it all mean ? As cash flows in larger investors view PLS in a new light. If we take a concervative $850USD/t for the 6.256% Spod, (maybe higher or lower), and look at the USD-Aus currently 0.712 (may go higher or lower). assumIng a concervative 8 tImes multIplIer. Money talks.
1st ship Oct = 8,800t = $10.5Mill Aus = a run rate of $126 Mill Aus EBITDA a year, 8 times multiplier = MC $1.08B
2nd ship = 15,000t = $17.9Mill Aus (now if each month) = a run rate of $214Mill Aus EBITDA a year, 8 times multiplier = MC $1.7B ($1.36B current PLS MC lookIng well undervalued)
full stage 1 nameplate is 26,600t per month = $31.8Mill per month = $382Mill EBITDA, 8 times multiplier = MC $3.05B
full stage 2 nameplate approx 73,333t per month $87.5Mill per month = $1,050Mill EBITDA per year = MC $8.4B
Note: this is just the Li Spod, excludIng the Tantalium (unknown $) and DSO (approx +$14MIll today).
All these numbers won't be seen untIl the next quarter fInancials, but its easy to get a rough guide as the ships head out.
All IMO, DYOR and have fun.
Why are we looking at the ships and what does it all mean ? As...
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Last
$2.90 |
Change
0.020(0.69%) |
Mkt cap ! $8.732B | |||
| Open | High | Low | Value | Volume |
| $2.86 | $2.94 | $2.80 | $102.1M | 35.55M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 314863 | $2.88 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.91 | 20820 | 2 |
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| Last trade - 16.10pm 13/09/2024 (20 minute delay) ? |
| PLS (ASX) Chart |