Re: If it's $10,000 per ton after processing
in response to
by
posted on
Oct 07, 2014 03:13PM
Hydrothermal Graphite Deposit Ammenable for Commercial Graphene Applications
Personally I don't think this method of valuation has much relavence to ZEN. If the operating costs are low in the 1-2K per ton range and the selling price is $10k, then this is worth much more than 5 or 10% of the RE. I believe this is where a DCF model such as has been done by Takenotes makes much more sense. The buyer will still make piles of cash under such a valuation model.
In this case the value is more like $2 to $3 billion which implies a share price of $36-$50. But this is just my opinion and I would be ecstatic with anything above $10 per share.