All is riding on Q2 report. We need AISC to drop to about A$20k/t. Right now it looks like MLX profit margin above AISC is shrinking dramatically at current spot. Market is extrapolating this out into the future. As such the company may not be cheap, but maybe fairly valued. So the cheapness thesis hinges fundamentally on low AISC and realized tin price of, say, A$40k/t or higher.
Add to My Watchlist
What is My Watchlist?
 (20min delay)
|
|||||
|
Last
62.5¢ |
Change
-0.030(4.58%) |
Mkt cap ! $553.9M | |||
| Open | High | Low | Value | Volume |
| 66.0¢ | 66.0¢ | 61.0¢ | $2.280M | 3.628M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 4 | 86376 | 62.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 62.5¢ | 180867 | 5 |
View Market Depth
| Last trade - 16.21pm 25/07/2025 (20 minute delay) ? |
| MLX (ASX) Chart |