TLG 6.67% 40.0¢ talga group ltd

TLG - Media, page-3054

  1. 2,188 Posts.
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    What am I missing or reading incorrectly...............?

    Nouveau Monde are stating their EBITDA @US$4,445 per tonne. If I then use TLG figures TLG works off a revenue figure of US$11,250 per tonne

    If Nouveau Monde are using anywhere near that figure that implies Nouveau Monde's costs as $6,805 per tonne.

    TLG has stated cash costs per tonne of US$1,852 per tonne ( page 30 of December presentation)

    Mmmmmmmmmmmmmm.............................. BIG difference
 
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