Running the numbers against my PFS estimates, Sandfire could pay A$5.00/sh (or ~US$650M fully diluted) and still achieve a post-acquisition, post-tax IRR of around 25%. Beats the crap out of T3 and makes so much sense economically if WACC is 8-10%. Also makes too much sense strategically, taking out Adriatic secures a new flagship mine that will help transition from DeGrussa (closing '22-'23, right when Vares should go into production)
Sup Karl, page-15
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$3.15 |
Change
-0.130(3.96%) |
Mkt cap ! $884.0M | |||
| Open | High | Low | Value | Volume |
| $3.22 | $3.27 | $3.15 | $2.389M | 748.3K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 5 | 17669 | $3.15 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.17 | 625 | 1 |
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