Mbalam railway construction starts late August 2023, page-118

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Justme321

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25/07/23

13:37

Post #: 68969155
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Originally posted by Praetor: ↑

I'm just trying to set a realistic expectation, because 19c does not.

A couple of points (given ANS Shares = 6B, rounded up)
1. It will not be zero %. We are the infrastructure partner - which is important in context. But let's go with the higher 25%
2. AU 19c per share would mean the new entity has a value of 6B (ANS shares)*0.19 = AUD1.14B...times 4 (for 100%) = AUD4.6B or USD3.1B

That's about a tenth of my expectation. Not so huge.

If it's a USD10B project (estimated $10B USD project from FEB 23 Austsino announcement), then 25% share of that value is USD2.5B or US 42c per share. AU 62c per share.
If it's a USD20B project, then 25% share of that value is USD5.0B or USD83 per share. AUD1.23 per share.
If it's a USD30B project, then 25% share of that value is USD7.5B or USD1.25 per share. AUD1.85 per share.
Even using 20% of USD20B project value, yields USD4B which is AUD5.9B...which divided by 6B shares is close to AUD1 per share.

We need the share % and the project valuation to confirm. But 19c is way too low IMO

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to me in my opinion...alot of entities were put in place .So i am pretty sure all in all we will be in the drivers seat.
licenses that were taken away...wouldnt be given to ans....but to someone we are associated to in a very close way..
all in my opinion...but obvious
ANS Price at posting: 1.7¢ Sentiment: Hold Disclosure: Held
1 Upvote

0 Great analysis

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Mbalam railway construction starts late August 2023, page-118

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