= $A600/t FOB.
And this is for 2009 contracts.
As far as MAK is concerned at 2mtpa and opex $A150/t this would give a cash margin of $A450/t, less 20% royalties, say $10M admin and 30% tax, say NPAT $A500M.
@PE4 = MC $2B/say 120M FPO's = $16.66/share.
Even if you half that and say $8/share......
I just hope that the $USD price of RP goes up to match the expected tanking of the $USD sometime soon, to maintain the $AUD price of RP.
The lack of required CAPEX is just what the doctor ordered in this current risk-averse global financial climate.
= $A600/t FOB.And this is for 2009 contracts.As far as MAK is...
-
- There are more pages in this discussion • 13 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add AEV (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
1.0¢ |
Change
0.000(0.00%) |
Mkt cap ! $27.04M | |||
| Open | High | Low | Value | Volume |
| 1.0¢ | 1.0¢ | 1.0¢ | $60.11K | 6.011M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 7 | 6166617 | 0.9¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 1.1¢ | 3644602 | 8 |
View Market Depth
| Last trade - 16.10pm 09/08/2024 (20 minute delay) ? |
| AEV (ASX) Chart |