I didn't think that I would every get this opportunity to buy at 70c and happy too. A quixotic chair who own 35% of an Co exporting massive amounts of hematite at $45/t and selling is a A$150/t net back can afford to blab on about conquering the world with GWh of renewables and soon. Long-life WA gold companies however need the ability to be able to be put in place in the front half of the US$AuP cycle and run on much tighter margins over ASIC in the troughs of the A$AuP cycle and hence cannot afford experimental technologies on the main train. Instead just select a 3rd party to provide the power, demonstrate the 35% reduction in CO2 (vs DFO) and get right back to the infill and extensions while riding rough short over the EPC for an on-time ans on-budget CIL. That is what is required, a sense from the presentation that management have lost a bit of focus, and when the market thinks the US$AuP is crashing through key support at c. US$1760/oz, the market cap is halved in a few days. Nothing much material has really changed - with a risk profile that has not shifted much in this massive re-price (some schedule risk, but MAC will make them hedge in any event, so not a lot of impact to realised A$AuP). .
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Last
$1.86 |
Change
-0.070(3.63%) |
Mkt cap ! $2.272B |
Open | High | Low | Value | Volume |
$1.87 | $1.90 | $1.86 | $2.468M | 1.318M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
15 | 62875 | $1.86 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$1.87 | 18352 | 4 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 3013 | 1.865 |
11 | 66105 | 1.860 |
20 | 93587 | 1.855 |
17 | 355827 | 1.850 |
9 | 29521 | 1.845 |
Price($) | Vol. | No. |
---|---|---|
1.870 | 17525 | 8 |
1.875 | 53716 | 12 |
1.880 | 46699 | 11 |
1.885 | 35263 | 8 |
1.890 | 65929 | 10 |
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