OZL 0.00% $26.44 oz minerals limited

trading at below bookvalue, page-15

  1. 13,994 Posts.
    lightbulb Created with Sketch. 54
    According to aspect huntley
    Intrinsic value = $3.15

    assumptions are
    1. 10% Discount Rate
    2. US$2.50/lb Cu
    3. US$1.00/lb Zn
    4. US$750/oz gold

    so what have we got now

    1. Cu $3.27774/lb
    2. Zn $0.80
    3. gold $794.70


    Zinc looks like the underperformer in that lot

    Copper and gold are performing better than expected

    $3.15 may be ok

    If so $1.52 looks cheap imo
 
watchlist Created with Sketch. Add OZL (ASX) to my watchlist

Currently unlisted public company.

arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.