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Strategies & Market Trends : Ride the Tiger with CD -- Ignore unavailable to you. Want to Upgrade?

To: Rocket Red who wrote (25209)1/21/2005 10:55:19 PM
From: Taikun  Respond to of 313685
 
Overvalued or fully valued on what basis?

NPV of Quicklime ONLY: NPV $375m @7% discount

Also, there is the Aggregate project

(The annual demand is projected around 7000 TONS)

This is a fairly accurate assessment:

Quicklime: Hammerstone
Aggregate: Muskeg

Net Present Value Quicklime Aggregate Combined
NPV@ 0% $842.0 $752.7 $1,594.7
NPV@ 5% $262.9 $329.2 $592.1
NPV@ 7.5% $140.5 $234.0 $374.5
NPV@ 10% $66.6 $173.2 $239.8

I think at least a double from here by June.

David


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