GREY:PORMF - Post by User
Post by
pgminvestoron Jun 06, 2014 1:57pm
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Post# 22638145
Potential value
Potential valueThe current market cap is $12 million @ 12 cents
1 Plant 200t/y has a Capex of $8 Million and gross margin of $10 million per year = 9.5 Month payback
* If the grams of PGM per Kg go up from 3.5 to 4.5 = $13.7 Million
* If the price of PGM goes from $1244 to $1400 = $15.8 Million
* This is 1 200 t/y plant using 4 reactors....... company is looking at 10 reactors.
A minimum of 4 reactors (200 TPY) could operate 24h / 365 days
Dedicated reactors will be installed to process other sources of material with high concentrations of precious metals
NOW....
* NOV can build more plants
* Joint partnerships to build / operate plants and grow the market
* Liscense greements to build plants based on royalty streams
* New higher margin products in response to customer's specs for immediate use
They currently have ongoing JV discussions...
Do your DD, start adding up the numbers here..
PGMinvestor