I know there’s a few MTR.L bulls here given about 1/3rd of their MCAP is represented by their SFR holding. And I know I’m cross promoting but if ur bullish SFR and are bullish the Botswana land package you’d be mad not to hold MTR.L. If McNeilly is right and there is 250kt CuEq at A4 that should bring in around 14p/share in pre-tax cash flow. Add in all the other investments (incl. 4m+ shares in SFR) plus T3 and the current 21p/share looks fairly cheap. Of course I’m uber bullish SFR as Degrussa will cash flow more than the EV in the next two years and it has huge upside in Botswana and Degrussa gold 2.0.
Talk Ya book- Michael McNeilly Metal Tiger re Sandfire, page-3
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Last
$10.31 |
Change
0.015(0.15%) |
Mkt cap ! $4.712B | |||
| Open | High | Low | Value | Volume |
| $10.33 | $10.37 | $10.17 | $6.216M | 605.6K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 15 | 3870 | $10.30 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $10.31 | 7459 | 26 |
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| Last trade - 14.17pm 19/11/2024 (20 minute delay) ? |
| SFR (ASX) Chart |