Looking at the graph posted the deficit appears to be in place till 2029.
I don't see how prices could fall off and i think assuming $5000 spod as a baseline is very very realistic.
When you plug that number into a P1000 project - things start looking pretty insane.
We're looking at $7 - $8B in EBITDA.. which could result in a SP of north of $12 - $15. Crazy stuff.
We just need 3 things
- PLS to continue to execute (high confidence)
- Deficit to remain in place (reasonably confident)
- Patience
Good News & Bad News, page-13646
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Last
$3.16 |
Change
-0.030(0.94%) |
Mkt cap ! $9.516B | |||
| Open | High | Low | Value | Volume |
| $3.17 | $3.19 | $3.06 | $50.14M | 15.97M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 49357 | $3.10 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.17 | 74794 | 5 |
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| Last trade - 16.10pm 15/11/2024 (20 minute delay) ? |
| PLS (ASX) Chart |