I don't understand the AGY bashing in here at times, I hold both. I never post on AGY as I never feel compelled to. Sure, their resource is small compared to others and their 2kt plant seems small compared to others' aspirations, but they have runs on the board. At $1B MC I think they are close to fair value now but they will very soon be generating real income which will fund future expansion.
ASN have taken a different path but at their current point of project maturity, if one considers AGY fair value at $1B, I'd argue ASN should be circa $500-700M, or 50-60cps right now.
Given ASNs larger resource, Tier 1 jurisdiction, 10-13kt Stage 1 output, strong ESG etc etc, I see ASN fairvalue at commencement of construction of circa $1-2B MC.
- Forums
- ASX - By Stock
- ASN
- ASN General Discussion
ASN General Discussion, page-8232
-
- There are more pages in this discussion • 12,708 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
Add ASN (ASX) to my watchlist
|
|||||
Last
9.6¢ |
Change
0.000(0.00%) |
Mkt cap ! $124.0M |
Open | High | Low | Value | Volume |
10.0¢ | 10.3¢ | 9.6¢ | $270.0K | 2.743M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
6 | 267067 | 9.6¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
9.7¢ | 3741 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
4 | 187067 | 0.096 |
5 | 383250 | 0.095 |
3 | 163258 | 0.094 |
5 | 155163 | 0.093 |
1 | 10800 | 0.092 |
Price($) | Vol. | No. |
---|---|---|
0.097 | 3741 | 1 |
0.100 | 10000 | 1 |
0.105 | 300000 | 3 |
0.110 | 334982 | 6 |
0.115 | 202408 | 4 |
Last trade - 16.10pm 16/08/2024 (20 minute delay) ? |
Featured News
ASN (ASX) Chart |