Australia's largest stock trading and investment forum Australia's #1 stock forum

ANO

Click for more information

0.00%

72.5¢ advance zinctek limited

EverZinc sell majority of that volume as industrial product for...

First 112 Last

Share
Profile

Follow
vestro

1,112 Posts.

483

27/05/19

18:56

Post #: 38767291
Share

Originally posted by mal85 ↑

@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.

Expand

EverZinc sell majority of that volume as industrial product for commodity zinc oxide purposes which we do not - it’s not even a comparison worth making sorry.

ANO Price at posting: $7.02 Sentiment: Buy Disclosure: Held
5 Upvote

0 Great analysis

Reply

Top Stories

CC9

The USA's dominance requires a domestic lithium supply chain. Chariot stands to benefit

FEX

From the Floor question: "When will FEX start using rail to augment & de-risk their haulage solution?" | Fenix Resources

Chris Judd's Talk Ya Book: Tracking Life360 on a journey to the stars

SXG

From the Floor question: "Could gold be manufactured in a lab like diamonds?"

AL8

From the Floor question: "What is the focus of AL8 and how is management going to attract shareholders to the registry?" | Alderan Resources

There are more pages in this discussion • 311 more messages in this thread...

First 112 Last

Add ANO (ASX) to my watchlist

(20min delay)
Last 72.5¢		Change 0.000(0.00%)		Mkt cap ! $45.26M

Open	High	Low	Value	Volume
72.5¢	72.5¢	72.5¢	$996	1.374K

Buyers (Bids)

No.	Vol.	Price($)
1	14660	72.0¢

Sellers (Offers)

Price($)	Vol.	No.
73.0¢	500	1

View Market Depth

No.	Vol.	Price($)
1	14660	0.720
1	425	0.705
1	455	0.655
0	0	0.000
0	0	0.000

Price($)	Vol.	No.
0.730	500	1
0.780	100	1
0.785	222	1
0.790	500	1
0.840	965	1

Last trade - 13.19pm 19/06/2024 (20 minute delay)

ANO (ASX) Chart

SPONSORED BY