AGY argosy minerals limited

4.88%

4.3¢

Fundamentals (New), page-34

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billyen

4,518 Posts.

531

12/04/18

14:33

Post #: 32411152

Originally posted by BytheHorns ↑

No future dilution....

I like the cut of your jib but that's a pretty big call IMO

Stage 3 Capex for either 10ktpa / 15ktpa is going to be somewhere around USD120-160M.

My guess is Mgt will have to give up some equity to an off-take partner for Stage 3 funding a the remainder via debt & sales of Stage 2 output.

But if they can negotiate S3 without dilution then the projected 'ballpark' numbers look way better (see below)

Column 1 Column 2 Column 3 Column 4 Column 5 Column 6 Column 7 Column 8 Column 9 Column 10 Column 11 Column 12 Column 13 Column 14 Column 15

1 Capacity t/pa Income p/t USD Cost p/t USD Revenue USD Profit USD AGY Earn in % AGY EBIT USD USD>AUD Shares on Issue (incl Projected) Scenario 1 Mcap (P/E 10) Projected SP* Scenario 2 Mcap (Sector P/E 15.52) Projected SP* FX rate USD>AUD

2 15,000 18,000 3,500 270,000,000 217,500,000 90.00% 195,750,000 253,793,790 900M 2,537,937,900 $2.82 3,857,665,608 $4.29 1.29652

3 10,000 18,000 3,700 180,000,000 143,000,000 90.00% 128,700,000 166,862,124 900M 1,668,621,240 $1.85 2,536,304,285 $2.82

4 5,000 19,000 4,000 95,000,000 75,000,000 90.00% 67,500,000 87,515,100 900M 875,151,000 $0.97 1,330,229,520 $1.48

5 4,000 20,000 4,300 80,000,000 62,800,000 90.00% 56,520,000 73,279,310 900M 732,793,104 $0.81 1,113,845,518 $1.24

6 3,000 20,000 4,700 60,000,000 45,900,000 90.00% 41,310,000 53,559,241 900M 535,592,412 $0.60 814,100,466 $0.90

7 2,500 22,000 5,000 55,000,000 42,500,000 77.50% 32,937,500 42,704,128 900M 427,041,275 $0.47 649,102,738 $0.72

8 2,000 22,000 5,000 44,000,000 34,000,000 77.50% 26,350,000 34,163,302 900M 341,633,020 $0.38 519,282,190 $0.58

9 1,500 22,000 5,000 33,000,000 25,500,000 77.50% 19,762,500 25,622,477 900M 256,224,765 $0.28 389,461,643 $0.43

Expand

Looks like the FUNDS have looked at this chart.

Still a long way to go.
Incredibly undervalued.

So many catalysts in the next few days!

AGY Price at posting: 32.5¢ Sentiment: Buy Disclosure: Held

7 Upvote

0 Great analysis

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Last 4.3¢		Change 0.002(4.88%)		Mkt cap ! $63.28M

Open	High	Low	Volume
4.1¢	4.3¢	4.0¢	1.245M

Buyers (Bids)

Vol.	Price($)
706095	4.1¢

Sellers (Offers)

Price($)	Vol.
4.3¢	565808

Last trade - 16.10pm 27/07/2026 (20 minute delay)

AGY (ASX) Chart

Fundamentals (New), page-34

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	Column 1	Column 2	Column 3	Column 4	Column 5	Column 6	Column 7	Column 8	Column 9	Column 10	Column 11	Column 13	Column 14	Column 15
1	Capacity t/pa	Income p/t USD	Cost p/t USD	Revenue USD	Profit USD	AGY Earn in %	AGY EBIT USD	USD>AUD	Shares on Issue (incl Projected)	Scenario 1 Mcap (P/E 10)	Projected SP*	Scenario 2 Mcap (Sector P/E 15.52)	Projected SP*	FX rate USD>AUD
2	15,000	18,000	3,500	270,000,000	217,500,000	90.00%	195,750,000	253,793,790	900M	2,537,937,900	$2.82	3,857,665,608	$4.29	1.29652
3	10,000	18,000	3,700	180,000,000	143,000,000	90.00%	128,700,000	166,862,124	900M	1,668,621,240	$1.85	2,536,304,285	$2.82
4	5,000	19,000	4,000	95,000,000	75,000,000	90.00%	67,500,000	87,515,100	900M	875,151,000	$0.97	1,330,229,520	$1.48
5	4,000	20,000	4,300	80,000,000	62,800,000	90.00%	56,520,000	73,279,310	900M	732,793,104	$0.81	1,113,845,518	$1.24
6	3,000	20,000	4,700	60,000,000	45,900,000	90.00%	41,310,000	53,559,241	900M	535,592,412	$0.60	814,100,466	$0.90
7	2,500	22,000	5,000	55,000,000	42,500,000	77.50%	32,937,500	42,704,128	900M	427,041,275	$0.47	649,102,738	$0.72
8	2,000	22,000	5,000	44,000,000	34,000,000	77.50%	26,350,000	34,163,302	900M	341,633,020	$0.38	519,282,190	$0.58
9	1,500	22,000	5,000	33,000,000	25,500,000	77.50%	19,762,500	25,622,477	900M	256,224,765	$0.28	389,461,643	$0.43

Fundamentals (New), page-34

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