@Rotane
About 16 cents per share (give or take) is what I’ve previously estimated for the 2 ktpa operation up and running at current prices.
But your logic applies equally to every lithium developer out there. Stellantis obviously see value in ALE given their US$90m investment, yet they don’t have a JORC resource, let alone a plant.
As far as AGY goes, the extra progress (relative to peers) is accounted for in the share price. There’s about $150m extra value ascribed to AGY right now when compared to ALE, hence it’s sitting pretty close to fair value given the issues with commissioning….
@RotaneAbout 16 cents per share (give or take) is what I’ve...
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Last
9.2¢ |
Change
-0.001(1.08%) |
Mkt cap ! $133.9M | |||
| Open | High | Low | Value | Volume |
| 9.2¢ | 9.4¢ | 9.1¢ | $52.46K | 567.8K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 24631 | 9.2¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 9.4¢ | 173785 | 5 |
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| Last trade - 10.54am 14/06/2024 (20 minute delay) ? |
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Last
9.2¢ |
Change
-0.001 ( 1.08 %) |
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| Open | High | Low | Volume | ||
| 9.1¢ | 9.4¢ | 9.1¢ | 190863 | ||
| Last updated 11.01am 14/06/2024 ? | |||||
| AGY (ASX) Chart |