Yes - I was thinking the same in my head that wlth the Tin AUD price over the quarter so far Ave 47-48 k , and assuming a quarter that is 1 average month and two good ones we should get cash flow of 22-25 m . This equates to MLX trading at sub 1.5 cash flow to EV so I agree it’s very cheap .
on a separate note I called the company and discussed the buy back and price cap. The price I am told will be reviewed post half year. The cap is obviously 37 now , I would like it see if go to 40c. As time progresses and TIn holds , the fundamental value of MLx increases quite a bit per quarter
4Q2024 Valuation, page-2
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Last
48.8¢ |
Change
-0.008(1.52%) |
Mkt cap ! $434.8M | |||
| Open | High | Low | Value | Volume |
| 48.0¢ | 49.0¢ | 47.8¢ | $971.0K | 2.014M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 14 | 78751 | 48.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 49.0¢ | 182182 | 13 |
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| Last trade - 10.55am 12/11/2024 (20 minute delay) ? |
| MLX (ASX) Chart |