NSL Con. Ltd - NSL:ASX - Eisen in Indien - Kohle in Australien (Seite 46)
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ID: 1.167.526
ID: 1.167.526
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ISIN: AU0000018806 · WKN: A2JQ3A
Werte aus der Branche Investitionsgüter
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 5,4700 | +10,06 | |
| 12.800,00 | +5,79 | |
| 6,3600 | +4,95 | |
| 343,05 | +3,50 | |
| 3,3000 | +3,45 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 7,3000 | -1,08 | |
| 317,15 | -1,69 | |
| 71,91 | -1,99 | |
| 2,9600 | -2,95 | |
| 43,33 | -3,71 |
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Antwort auf Beitrag Nr.: 51.858.988 von speedlimiter am 29.02.16 01:53:50gibt wohl ne kapitalerhöhung.
ob das jetzt gut ist, keine ahnung.
ob das jetzt gut ist, keine ahnung.
Trading Halt in Ausiland.
Antwort auf Beitrag Nr.: 51.653.335 von speedlimiter am 04.02.16 06:27:26wer da wohl gekauft hat, würde ich gerne wissen?
Antwort auf Beitrag Nr.: 51.653.335 von speedlimiter am 04.02.16 06:27:2604/02/2016
2:41 PM
Response to ASX Query
http://www.asx.com.au/asx/research/company.do#!/NSL
2:41 PM
Response to ASX Query
http://www.asx.com.au/asx/research/company.do#!/NSL
Antwort auf Beitrag Nr.: 51.565.815 von Montekaolino am 24.01.16 11:55:22Auffälliger Handel heute in Australien und 50% plus und das ohne News?
Trading Spotlight
aus hotcopper
The next five years for NSL.
NSL executed an MoU directly with the government of Andhra Pradesh this week, one year after identifying NSL's AP14 project as a significant project to national infrastructure. The MoU outlines a plan to support a five year growth strategy in Andhra Pradesh.
As part of this strategy, a 28,000 acre industrial park is to be developed only 30kms from NSL's operations.
Approximately one ton of steel is required for every 18.58 m2 of building area.
18.58m2 = 1 tonne of steel
28,000 acre = 113.311km2
To produce 1 tonne of crude steel, it requires around 1.4 tonnes of iron ore.
If it takes 1.4 tonnes of iron ore to build 18.5 m2 of industrial area, we can see that it would require approximately:
(113 square kilometers) / (18.5 square meters) = 6 124 9712 tonnes of steel
6,124,972 * 1.4 = 8,574,960 tonnes of iron ore
This indicates that a rough estimate of steel requirements would require over 8 million tonnes of iron ore to allow construction of the entire industrial area.
Even with the current price of 65% Lump ore from NMDC being A$37. Our previous cost per tonne was advised to be around $28. However, it was later quoted as being 75%. We can work with either of these numbers but they are both essentially $28 at this point in time.
Cost: A$28
A$37 – A$28 = A$9
A$9 x 8,000,000 = A$72,000,000 profit
Let's say for example that we were to get our A$10 extra for being local and not using the prices of far away NMDC.
Cost: A$28
A$47 – A$28 = A$19
A$19 x 8,000,000 = A$152,000,000 profit
OR
Cost: 75% (A$35.25)
A$47 - A$35.25 = A$11.75
A$11.75 x 8,000,000 = A$94,000,000
Keeping in mind that this price was based off of a Fe 55% product, a further premium could be possible for selling ore that is suitable for steel manufacturing. So one could argue that if these kind of production levels were achieved, a profit of $72,000,000 per annum would be a very low ball figure.
If the price of iron ore was to fall any further for the rest of the world, perhaps even to US$28, with the cost per tonne being A$28, the company would still be in a favorable position to turn a profit of A$12 per tonne, totaling A$96,000.000 per annum.
Getting to a production capacity of 8,000,000 tonnes per annum won't happen over night, but it is very possible with enough funding and support for the government of AP.
It would have wide ranging implication for NSL as a company and would once again put it back up there with it's original hematite project 6 years ago.
This potentially is within the next 5 years.
How many stocks have a deal with a government to ensure that they go from 400,000 tonnes per annum of iron ore production to over 8,400,000 tonnes, 30km from a brand new 28,000 acre industrial area.
A market capital about 18 times lower than one years profits if this project gets off the ground. Making it nearly 100 times undervalued when reaching a PE ration of 11.
Now I am in no way saying that it will achieve any of this, and that the company are suddenly anymore likely to succeed but those are some pretty awesome odds. Within 5 years, a company could justify a share price 100 times higher than it currently is.
If there is more news of this project actually happening and progressing, it will be a good sign that this is not simply a piece of paper. An actual deal with the government that is going to happen with their full support and potentially allow a small Aussie miner to become a major player in India.
The next five years for NSL.
NSL executed an MoU directly with the government of Andhra Pradesh this week, one year after identifying NSL's AP14 project as a significant project to national infrastructure. The MoU outlines a plan to support a five year growth strategy in Andhra Pradesh.
As part of this strategy, a 28,000 acre industrial park is to be developed only 30kms from NSL's operations.
Approximately one ton of steel is required for every 18.58 m2 of building area.
18.58m2 = 1 tonne of steel
28,000 acre = 113.311km2
To produce 1 tonne of crude steel, it requires around 1.4 tonnes of iron ore.
If it takes 1.4 tonnes of iron ore to build 18.5 m2 of industrial area, we can see that it would require approximately:
(113 square kilometers) / (18.5 square meters) = 6 124 9712 tonnes of steel
6,124,972 * 1.4 = 8,574,960 tonnes of iron ore
This indicates that a rough estimate of steel requirements would require over 8 million tonnes of iron ore to allow construction of the entire industrial area.
Even with the current price of 65% Lump ore from NMDC being A$37. Our previous cost per tonne was advised to be around $28. However, it was later quoted as being 75%. We can work with either of these numbers but they are both essentially $28 at this point in time.
Cost: A$28
A$37 – A$28 = A$9
A$9 x 8,000,000 = A$72,000,000 profit
Let's say for example that we were to get our A$10 extra for being local and not using the prices of far away NMDC.
Cost: A$28
A$47 – A$28 = A$19
A$19 x 8,000,000 = A$152,000,000 profit
OR
Cost: 75% (A$35.25)
A$47 - A$35.25 = A$11.75
A$11.75 x 8,000,000 = A$94,000,000
Keeping in mind that this price was based off of a Fe 55% product, a further premium could be possible for selling ore that is suitable for steel manufacturing. So one could argue that if these kind of production levels were achieved, a profit of $72,000,000 per annum would be a very low ball figure.
If the price of iron ore was to fall any further for the rest of the world, perhaps even to US$28, with the cost per tonne being A$28, the company would still be in a favorable position to turn a profit of A$12 per tonne, totaling A$96,000.000 per annum.
Getting to a production capacity of 8,000,000 tonnes per annum won't happen over night, but it is very possible with enough funding and support for the government of AP.
It would have wide ranging implication for NSL as a company and would once again put it back up there with it's original hematite project 6 years ago.
This potentially is within the next 5 years.
How many stocks have a deal with a government to ensure that they go from 400,000 tonnes per annum of iron ore production to over 8,400,000 tonnes, 30km from a brand new 28,000 acre industrial area.
A market capital about 18 times lower than one years profits if this project gets off the ground. Making it nearly 100 times undervalued when reaching a PE ration of 11.
Now I am in no way saying that it will achieve any of this, and that the company are suddenly anymore likely to succeed but those are some pretty awesome odds. Within 5 years, a company could justify a share price 100 times higher than it currently is.
If there is more news of this project actually happening and progressing, it will be a good sign that this is not simply a piece of paper. An actual deal with the government that is going to happen with their full support and potentially allow a small Aussie miner to become a major player in India.
Antwort auf Beitrag Nr.: 51.488.877 von Montekaolino am 14.01.16 11:03:05hört sich ja alles sehr gut an, aber....
nsl macht pläne für die nächsten jahre.
was aber haben sie bis jetzt verkauft, das würde mich mal interessieren.
gruß
nsl macht pläne für die nächsten jahre.
was aber haben sie bis jetzt verkauft, das würde mich mal interessieren.
gruß
Antwort auf Beitrag Nr.: 51.488.736 von speedlimiter am 14.01.16 10:51:23
Kann dir nur zustimmen hier kommt 206 noch mehr wir sind erst am anfang.
NSL wird in indien der big player.
Kann dir nur zustimmen hier kommt 206 noch mehr wir sind erst am anfang.
NSL wird in indien der big player.
Antwort auf Beitrag Nr.: 51.378.594 von Montekaolino am 29.12.15 10:02:02News bei NSL: http://www.asx.com.au/asx/research/company.do#!/NSL
zwar nur ein MOU, aber die ganze Entwicklung macht mich doch optimistisch für eine positive Entwicklung bei NSL und das wir in ein paar Jahren, viel höhere Kurse sehen. (unabhängig von einen Re-splitt der Aktie)
zwar nur ein MOU, aber die ganze Entwicklung macht mich doch optimistisch für eine positive Entwicklung bei NSL und das wir in ein paar Jahren, viel höhere Kurse sehen. (unabhängig von einen Re-splitt der Aktie)
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