a real quick and sorry for the lack of detail valuation is this (I could do it more accurately as NMT has provided a lot of information to get our heads around, but I still cannot predict the future, lol)
CR said margin on a 10 tpd plant around $1000 per tonne.
If we get 1 plant its 1000*say 250*10=maybe around $2.5 million profit/10 tpd plant
I've ignored financing costs etc.as this is unknown, and what the CAPEX would be or JV outcome
The PE is anyone guess, maybe an average of 20 as there is still huge competition, and we are trying to get a slice.
So, my thesis is around MC A$50 mill/10 tpd plant. I could be wildy wrong but I will keep buying at this level and hope we get a couple of plants and that is the gamble I will see out for 5 years
No, I don't think it will go to zero.
a real quick and sorry for the lack of detail valuation is this...
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