Thanks @phuket guy. I like to build a buffer as insurance.
I run a quick calculation on an excel using what you said, added 50% additional capex for CLA, i.e. 75m/1mt, conversion rate to aud is 1.31.
Here what i got in AUD$ (million): 98(1mt) 171.94(2mt) 246(3mt) 319(4mt) 393(5mt) 467(6mt).
Remember, this is with assumption CLA' capex is 50% more expensive than nzc's. Result still looks very favourable when compare to peers.
CLA
Price at posting:
23.5¢ Sentiment: Buy Disclosure: Held
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