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CMSB UPCOMING PHOSPHATE PLANT, HOW MUCH CAN MAKE?

LogicTradingAnalysis
Publish date: Fri, 19 Jul 2024, 02:51 PM
share my own research

CMSB OWNED 60% MEAN, A YEAR THEY EARN USD 60 MILLION FROM PHOSPHATE PLANT. CHANGE TO RM IS 282 million (x4.7)

we kasi discount half make 141 million also hoseh lohhh what you say? 141 mil / total share 1.074 bil = EPS 13 cent. pe 10 also ada RM 1.30 loh.. not yet count other business lohh... 


SEPTEMBER START OPERATION FULL LOOOO
study below lohhhh... 

Cahya Mata Sarawak Firing Its Phosphorus Plant And Steps Up ESG Efforts (businesstoday.com.my)

AT FIRST WE STUDY HOW MUCH THEY CAN PRODUCE? WE GOT THE DATA 

annual capacity of 48,000 metric tonnes (MT) of yellow phosphorus, 75,000 MT of technical phosphoric acid, and 60,000 MT of food-grade phosphoric acid.

hOW MUCH is these thing worth ?

technical phosphoric acid per metric tonne usd 728 per tonne

food-grade phosphoric acid per metric tonne 800 per tonne

Yellow Phosphorus were assessed at USD3223 per tonne
(rough number from google)


Great, we have the prices. Now, we can calculate the total worth of the annual production capacities.
  1. Yellow Phosphorus:

    • Annual capacity: 48,000 MT
    • Market price: USD 3,223 per MT
    • Total worth: 48,000 MT * USD 3,223 per MT = USD 154,704,000
  2. Technical Phosphoric Acid:

    • Annual capacity: 75,000 MT
    • Market price: USD 728 per MT
    • Total worth: 75,000 MT * USD 728 per MT = USD 54,600,000
  3. Food-grade Phosphoric Acid:

    • Annual capacity: 60,000 MT
    • Market price: USD 800 per MT
    • Total worth: 60,000 MT * USD 800 per MT = USD 48,000,000

Summing these values gives us the total worth:

USD154,704,000+USD54,600,000+USD48,000,000=USD257,304,000USD 154,704,000 + USD 54,600,000 + USD 48,000,000 = USD 257,304,000USD154,704,000+USD54,600,000+USD48,000,000=USD257,304,000

The total worth of the annual production capacities is USD 257,304,000.

what is the cost usually

The cost of producing yellow phosphorus, technical phosphoric acid, and food-grade phosphoric acid can vary significantly based on various factors such as raw material costs, energy costs, labor costs, technology, and regional economic conditions. However, I can provide a general outline of the factors involved and a rough estimate based on industry averages.

Cost Factors:

  1. Raw Materials:

    • Yellow Phosphorus: Produced from phosphate rock, coke, and silica.
    • Technical Phosphoric Acid: Produced by reacting phosphate rock with sulfuric acid.
    • Food-grade Phosphoric Acid: Produced by further purification of technical phosphoric acid.
  2. Energy:

    • Significant energy consumption is involved, especially for yellow phosphorus production, which requires high-temperature processes.
  3. Labor:

    • Costs related to the workforce operating and maintaining the production facilities.
  4. Capital Costs:

    • Depreciation of plant and equipment used in production.
  5. Environmental and Regulatory Compliance:

    • Costs associated with adhering to environmental regulations and waste management.

Rough Industry Averages (Estimates):

  1. Yellow Phosphorus:

    • Estimated production cost: USD 1,500 - 2,000 per MT
  2. Technical Phosphoric Acid:

    • Estimated production cost: USD 400 - 600 per MT
  3. Food-grade Phosphoric Acid:

    • Estimated production cost: USD 500 - 700 per MT

Using the midpoint of these ranges for our calculations:

  1. Yellow Phosphorus:

    • Annual capacity: 48,000 MT
    • Estimated production cost: USD 1,750 per MT (average of USD 1,500 and USD 2,000)
    • Total production cost: 48,000 MT * USD 1,750 per MT = USD 84,000,000
  2. Technical Phosphoric Acid:

    • Annual capacity: 75,000 MT
    • Estimated production cost: USD 500 per MT (average of USD 400 and USD 600)
    • Total production cost: 75,000 MT * USD 500 per MT = USD 37,500,000
  3. Food-grade Phosphoric Acid:

    • Annual capacity: 60,000 MT
    • Estimated production cost: USD 600 per MT (average of USD 500 and USD 700)
    • Total production cost: 60,000 MT * USD 600 per MT = USD 36,000,000

Total Production Costs:

USD84,000,000+USD37,500,000+USD36,000,000=USD157,500,000USD 84,000,000 + USD 37,500,000 + USD 36,000,000 = USD 157,500,000USD84,000,000+USD37,500,000+USD36,000,000=USD157,500,000

Summary:

  • Total Revenue: USD 257,304,000
  • Total Production Costs: USD 157,500,000
  • Gross Profit: USD 99,804,000

Please note that these are rough estimates, and actual production costs can vary. For precise costing, detailed data on raw material prices, energy consumption, labor rates, and other operational costs specific to the production facilities in question would be required.

good estimate. mean per year can roughly make 100mil usd

Yes, based on the rough estimates provided, the production of yellow phosphorus, technical phosphoric acid, and food-grade phosphoric acid could yield a gross profit of approximately USD 100 million per year. Here's a summary:

Annual Revenue:

  • Yellow Phosphorus: USD 154,704,000
  • Technical Phosphoric Acid: USD 54,600,000
  • Food-grade Phosphoric Acid: USD 48,000,000

Total Revenue: USD 257,304,000

Annual Production Costs:

  • Yellow Phosphorus: USD 84,000,000
  • Technical Phosphoric Acid: USD 37,500,000
  • Food-grade Phosphoric Acid: USD 36,000,000

Total Production Costs: USD 157,500,000

Gross Profit:

Total Revenue - Total Production Costs = USD 99,804,000

Summary:

  • Estimated Annual Gross Profit: Approximately USD 100 million


CMSB OWNED 60% MEAN, A YEAR THEY EARN USD 60 MILLION FROM PHOSPHATE PLANT. CHANGE TO RM IS 282 million (x4.7)

we kasi discount half make 141 million also hoseh lohhh what you say? 141 mil / total share 1.074 bil = EPS 13 cent. pe 10 also ada RM 1.30 loh.. not yet count other business lohh... 

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