This would still 50m cash in the bank and should IO drop to as low as $160 inc Lump premium, so lets guess around $145USD they should still make around $50aud net.
7.5 ships for the 4th quarter, 7.5 x 57500 = 430,000 tonnes
430,000 x 50 = 21.5m
I think the saving grace for GWR is the fact they are helping offset falling IO prices with the increase in production.
Even if they only made $25AUD per tonne thats till going to be over 10m a quarter. Versus their EV value by the end of Q3 which at current SP could be as low as 50m.
50m EV making 40m a year.
I know these are all just numbers but you gotta think GWR are in a good position.
The issues is people have low risk appetite when its comes to GWR so theres a very real chance the SP stays down even while the EV is falling.
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Last
8.1¢ |
Change
0.005(6.58%) |
Mkt cap ! $26.01M |
Open | High | Low | Value | Volume |
7.6¢ | 8.5¢ | 7.6¢ | $156.2K | 1.932M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 180000 | 7.9¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
8.1¢ | 11998 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 180000 | 0.079 |
2 | 199863 | 0.078 |
2 | 130000 | 0.077 |
1 | 400000 | 0.076 |
2 | 500574 | 0.075 |
Price($) | Vol. | No. |
---|---|---|
0.081 | 11998 | 1 |
0.082 | 75000 | 1 |
0.085 | 75037 | 2 |
0.088 | 62500 | 1 |
0.090 | 110000 | 2 |
Last trade - 16.10pm 05/09/2024 (20 minute delay) ? |
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GWR (ASX) Chart |