I think the issue is theyre using a different processing technique due to different host material type, hence their processing *may* be cheaper/easier to get up to high concentration.
Based on their current assumptions there is more room for negative surprise with MEY, already upside factored into their numbers.
With BMN we already have much downside factored into the numbers, with potential for improvement on the opex cost revisions.
is it the time to buy?, page-13
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Last
$3.32 |
Change
0.040(1.22%) |
Mkt cap ! $592.9M | |||
| Open | High | Low | Value | Volume |
| $3.33 | $3.37 | $3.25 | $1.845M | 557.0K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 1660 | $3.32 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.35 | 270 | 1 |
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| Last trade - 16.10pm 14/10/2024 (20 minute delay) ? |
| BMN (ASX) Chart |