I think you touched on this previously, and whilst I disagree, it is clear that lack of faith in management to deliver on their growth projects in a timely manner is widespread. This explains a large part of the decline relative to peers.
The risk of operating in Argentina, and uncertainty with permitting for future brine expansion relative to asset potential can also be a reason.
If you’re discounting growth potential and only valuing this on expected PE then I don’t think seeing valuations of AU$4-5 per share is out of the question.
General Discussion, page-1317
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Last
$8.18 |
Change
-0.050(0.61%) |
Mkt cap ! $2.821B | |||
| Open | High | Low | Value | Volume |
| $8.14 | $8.21 | $8.12 | $12.50M | 1.530M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 1556 | $8.17 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $8.19 | 1070 | 1 |
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| Last trade - 16.10pm 01/11/2024 (20 minute delay) ? |
| LTM (ASX) Chart |