Just reading some ORE stuff today...ALLKEM etc.. looks interesting. Anyway prior to the announcement of the merger the SP was around $5 with an MC of 1.72B MC. Now they obviously have a few projects but almost all their revenue comes from Olaroz. Which last year did 12.6 kt of LCO, only 44% of which was BG. Also remember they only own 66.5% of olaroz. So effectively they have a MC of 1.7B for 8.4ktpa of 44% BG LCO. Doesnt take into account of few factors obviously (resource size, opex, borax, hydroxide plant), but imagine 90% of 12kt at 100% BG, i.e AGY. Maybe it's naive to think we can do 100% BG, I don't know, but I feel like that is what we are aiming for.
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Last
8.8¢ |
Change
0.005(6.02%) |
Mkt cap ! $128.1M |
Open | High | Low | Value | Volume |
8.6¢ | 8.9¢ | 8.5¢ | $121.2K | 1.391M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 8174 | 8.8¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
8.9¢ | 147851 | 6 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 8174 | 0.088 |
3 | 39356 | 0.087 |
3 | 76962 | 0.086 |
3 | 133243 | 0.085 |
2 | 49889 | 0.084 |
Price($) | Vol. | No. |
---|---|---|
0.089 | 147851 | 6 |
0.090 | 311746 | 5 |
0.092 | 51482 | 2 |
0.093 | 56404 | 1 |
0.094 | 109034 | 2 |
Last trade - 14.47pm 04/07/2024 (20 minute delay) ? |
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AGY (ASX) Chart |