Yeah GBS, 5 announcements in 4 days, fore sure, a lot to take in. De-risk and value add says it all. Look's as though Roskill's chart in the stage 3 SS on the money, likely (hopefully) the bottom in SC6 prices. A further 6 month delay in delivery of stage 2 tonnage will have a few of the converters worried, but if the partering and funding strategy stacks up, why not skip stage 2 and go directly to stage 3.
POSCO JV quarantined = 12ktpa of roxide or carb.
30 to 60ktpa (say 45) of additional roxide or carb
= total of 57ktpa, thats value add. With US$5,500 margin, = US$314 mill EBITA (AUD$439 mill). That number is roughly equivalent to EBITA from stage 2 SC6 production. Now when will that start to sink into to the smooth brain analyst?
Ann: Stage 3 Partnering Process Commences, page-59
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