Recap #3 of the mesa ASFs since the March MOR came out.
Not much has changed, only a small amount of a loss of shareholders equity coming into this month (with no furnaces sold yet, as of March 31)
-GTAT Can sell furnaces at about $309k per furnace for equity to survive. (all would have to be sold however)
-2036 Furnaces are valued at about 330 mil on the balance sheet, or 160k per furnace in the Inventory Asset.
-Market price of the 2036 furnaces can safely be put at least 460k. In this scenario, 1465+1 or so would have to be sold to realize a safe balance sheet.
-If furnaces are sold for 460k, assets would equal 1.4 billion or so, whilst liabilities would be about 1.1 still. Stockholders equity net of 300 million, consistent with last month.
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