Thanks @tradeprofits
I have updated for 2022 DFS. And I have also included a conservative 2% inflation and also factored in a 40% reduction in SP from dilution (from Cap Raise).
So at NdPr average price of US$150/kg the fairvalue of ARU should be about $1.20 (post cap raise).
- This excludes revenue from the additional resource located at Nolans, potential processing of others and acquisitions.
- I think they could further reduce their tax (my calc is very simplistic)
What do people think?
Valuing ARU, page-26
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Last
18.0¢ |
Change
0.005(2.86%) |
Mkt cap ! $415.8M | |||
| Open | High | Low | Value | Volume |
| 18.0¢ | 18.5¢ | 17.5¢ | $754.5K | 4.202M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 82780 | 18.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 18.5¢ | 908935 | 19 |
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| Last trade - 16.10pm 01/07/2024 (20 minute delay) ? |
| ARU (ASX) Chart |