Technicals, page-111

@vestro
how can you reconcile FY19 sales, FY19 manufacturing capacity with those figures?
Everzinc had 400M Euros (approx $650m AUD) revenues in 2016 when they were sold to private equity and have 55,000tpa capacity now. They have publicly increased capacity by 30% last FY and assuming a further 30% prior to that from the sale date in 2016 gives approx 33,000tpa capacity at the revenue run rate of 650m AUD which equates to approx 20AUD/kg which is very close to ballpark figures for ANOs reported sales figures.
I suspect that the blended price is lower as the majority of the volume goes to distributors at a lower price point.
Will be interesting to see the actual financials when they come out this year.