2 weeks ago My TO expectation was 60-80c. With rising VWAP and Boric meeting BYD and visiting China shows that Chile is really keen on pushing for EV and lithium, hence I have raised my target price to A$1 - 1.1.
NPV US$1.458 - $626 (Capex) = US832M. 40% discount to US499M around A$1.1 sp.
GLTAH
Codelco offering $1.22/share for buyout, page-136
-
- There are more pages in this discussion • 49 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)