RE:RE:RE:RE:Silicon market projections 2016-2024MrAnderson wrote: While there is plenty of room for upside here the numbers you have given are essentially just dividing the finished product value by the number of shares and forgetting the costs and time associated with making a finished product. Also 1 ton of input materials do not make that same amount of output materials. Napkin math is good but needs to be a bit more detailed. Personally My napkin math is in the $2.00 to $5.00 range, yes a big range but it is tough to predict what speculation could do for the upside and what "the cost of money" could do to the downside. Ie 10,000,000 in profits received over a 20 year period is not worth 10,000,00 in a buyout today. ( values used are just for demonstration of the concept).
Keep it real people.
Napkin math should not consider speculation for the buy out price which is what is being estimated.
genrally speaking, since I have chosen to ignore 10 of our 12 Quartz properties, I have probably grossly underestimated the value of the property we own now. Funny you did not pick up on that with your corrections.