ZYL have done a great job in their communication on this one. Well structured, clear,conservative and delivered as promised, not subsequent to the end of Nov.
I care a lot about profitability and I could glean the Price, Qty, Cost variables easily.
My selfish takeaways:
+ We are going to sell it for a higher price than reported.
+ We are going to sell greater volumes than reported.
+ We are going to make cost savings from the new Maputo port investment, and economies of scale on logistics.
+ As the mine transitions to UG, OpEx will shrink, and production (tonnes/a) will ramp up.
+ Owner-operated contractor = best financial upside, least risk.
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Last
0.7¢ |
Change
-0.001(12.5%) |
Mkt cap ! $37.66M | |||
| Open | High | Low | Value | Volume |
| 0.8¢ | 0.8¢ | 0.7¢ | $26.22K | 3.523M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 73 | 29831806 | 0.7¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 0.8¢ | 4352587 | 7 |
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| Last trade - 16.10pm 13/08/2025 (20 minute delay) ? |
| AZL (ASX) Chart |