Thought we should do something useful in this interesting period.
So Iron Ore has surged to roughly $210 per tonne.
We own at least 250m tonnes
1. NPV has got to be over a $Bb, we will only get a small % , say 10% .
2. Gross value is 52.5Bn ish , let's take 1%
3. I have no idea. But clearly LKAB next door would value it highly due to synergies.
Any idea what that value might be. I did some calculations, they were outrageous. So rather than embarrass myself, I thought I would ask the question, anyone?
A decent size deal would limit dilution massively
- Forums
- ASX - By Stock
- TLG
- Iron Ore Sale - Valuation
Iron Ore Sale - Valuation
-
- There are more pages in this discussion • 38 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
NEWS
Is oil undervalued?
Add TLG (ASX) to my watchlist
(20min delay)
|
|||||
Last
41.0¢ |
Change
-0.020(4.65%) |
Mkt cap ! $166.0M |
Open | High | Low | Value | Volume |
43.0¢ | 43.5¢ | 40.0¢ | $398.0K | 950.9K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 17921 | 41.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
42.0¢ | 13936 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 17921 | 0.410 |
4 | 118012 | 0.405 |
7 | 49620 | 0.400 |
1 | 315 | 0.395 |
1 | 5299 | 0.390 |
Price($) | Vol. | No. |
---|---|---|
0.420 | 13936 | 1 |
0.430 | 29244 | 2 |
0.435 | 7524 | 1 |
0.440 | 3500 | 2 |
0.450 | 78020 | 5 |
Last trade - 16.10pm 08/08/2024 (20 minute delay) ? |
Featured News
TLG (ASX) Chart |