Assuming finance is secured and in production by 2018 EPS by 2020 should be 4c/sh i.e. 25% return p.a. on current sp/mcap (after dep/amor,tax, repay etc), assumptions 20ktpa ramped to 40ktpa in 2020 with aisc $660/t dropping to $570/t in 2020 (source broker data), basket price $1320/t and zero (yes zero) value to spherical (i.e. battery) products.
Assuming the market keeps getting it wrong and the mcap stays at $40m, EPS is 4c/sh on 40kpta of concentrate! i.e. this is the doom and gloom case of zero battery sales, zero value-add and zero ramp up to 60kpta case (let alone 80-120-150ktpa) - so the pessimistic downramping outcome is EPSc 4c/sh by 2020...
What happens for 60ktpa case, spherical sales to/through Sojitz and battery facility you ask??? DYOR this is just one analysts thoughts only and assumes finance is approved and mine is built, and is not financial advice. Have a nice weekend
- Forums
- ASX - By Stock
- EGR
- Time to sell ?
Time to sell ?, page-35
-
- There are more pages in this discussion • 94 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add EGR (ASX) to my watchlist
|
|||||
Last
12.5¢ |
Change
0.010(8.70%) |
Mkt cap ! $56.75M |
Open | High | Low | Value | Volume |
12.5¢ | 12.5¢ | 11.5¢ | $55.12K | 453.7K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
9 | 66896 | 11.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
12.5¢ | 44539 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
8 | 58200 | 0.115 |
12 | 239600 | 0.110 |
6 | 124623 | 0.105 |
13 | 299594 | 0.100 |
1 | 140000 | 0.099 |
Price($) | Vol. | No. |
---|---|---|
0.125 | 44539 | 2 |
0.130 | 2500 | 1 |
0.135 | 10000 | 1 |
0.140 | 84519 | 2 |
0.145 | 24910 | 1 |
Last trade - 16.10pm 17/07/2024 (20 minute delay) ? |
Featured News
EGR (ASX) Chart |