RE:RE:RE:RE:New presentationkade1 wrote: The attractive features of Purevap are that a 10,000 TPY Capex is in the US$40 million range as compared to a plant which would avarage over US$500 million Capex using any other technology.
The cost of solar silicon product is less than 1/3 the cost of any other technology at around US$4000 per ton (as opposed to US$15000 per ton average), which would have a significant impact on solar power facilities cost.
The very significantly lower Carbon emission of the Purevap system makes it an extremely attractive process.
If one where to consider the cost savings in Capex of say 10 plants, we are into about US$4.5 Billion and reduced silicon cost from $1.5 billion per year at todays existing cost to about US$0.5 billion per year (US$1 billion per year cost savings for the ten plants considered).
Over 5 years operation this could be in the range of US$5 billion plus the capex savings of US$4.5 billion, would total US$9.5 billion
With the above potential, the takeover value must be in the range of at least US$5 billion unless a bidding war started which would possibly increase this.
Assuming a float of 300 million shares this would fetch a share price of about US$16.50 per share.
All my HonestOpinion and some guessing
Was doing some research and these number might be spot on. Capital cost savings alone have a huge value