GREY:EORBF - Post by User
Post by
fattailon Sep 20, 2012 5:41pm
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Post# 20393037
Luisa is being very conservative!
Luisa is being very conservative! Comparing the Orbite's white papers to Luisa's analysis, there are some very significant differences:
HPA pricing: Luisa $65/kg and Orbite @ $120/kg (Mackie conservatively had $200/kg in Nov 2011 report)
HPA production: Luisa has 5 tonnes per day thru to 2020 & Orbite thinks they will be at 10 tpd by 2015
These are astronomical differences. I can't believe she still got to an $8 target price with these lowball numbers plus no silica, only one SGA plant, and no licensing or consulting.