Some very profound calculations/analysis, page-22

Increase the tonnage to 4,000,000pa and double the profit to $100/t gives an sp north of $15 with using a pe of 15. Why not?

If anybody has the stomach to dig back through these threads, you'll see some fevered speculations from me where I forgot that there was a physical limit to the production capacity as well as assuming that there would be significant income from the tech metal/fracking sand end of the market on top of the glass grade. In those posts I was going for an sp of $50 to $100 from memory (I haven't the guts to look back myself!). 

The company hasn't made much talk of the ultra pure exotic stuff. I guess that if this stuff is possible from Muchea, It would require extensive benification in small batches for the relatively limited market. There might be a few tens of thousands (even hundreds) to be made per year with this stuff (or a bit more - who knows?) but the real story is the bulk volume high grade glass and foundry sand. To twist an old retailer's recipe for success to our circumstances: Pile 'em high and sell 'em dear!

Where's the feaso Bruce!