RE:Crux- interview of Misk July 2020Kha thank you for the link
From the interview:
"Matthew Gordon: What is the value of those stockpiles that are sitting around the world? What are they down on the balance sheet as? Paulo Misk: It is about, let's say 2000 tons overall of V205. If you look at our production guidance, it's 12,000 tons of V205 this year, but our sales guidance, is about 2000 tons less. That's why we planned that situation and we are performing as planned.
Matthew Gordon: Say you produce that 2,000t at around, let's say a cost of USD$3.25. So that gives us a sense of how much money, net, is available to you sitting around the world in stockpiles. "
I do not see the answer to the question being asked.
What is the value of those stockpiles that are sitting around the world? We have 2000tonnes (~4.4 million pounds of V2O5)
Based on Matthew's comment we can consider the value to be at least USD3.25 per pound since this was the production cost. But the actual value will be higher since it depends on the current market price.
At USD5/pound this will be more than 22 million dollars
Do you know how is this reflected in the Q3 financials?