GWR 5.06% 7.5¢ gwr group limited

Ann: First Shipment on Track as Iron Ore Stockpile Builds, page-539

  1. 119 Posts.
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    Sadly i think the transport, 30% split etc costs are going to be higher than everyone expects. So i would estimate around $35m per 1mt at the current IO prices. Still, agree though, even that x 10 is $350m market cap. Current industry average is around 13, so thats $450m. That is still around $1.40 per share. Assuming IO prices dont change much. IMHO
 
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