This looks seriously undervalued here.
my calcs show there are a tad under 320 M SOI after factoring in the convertible notes. At current SP gives a total MC of about 650M USD. The 2021 DFS had an after tax NPV of 1B USD. Factoring in the latest resource upgrade, guess the NPV would be in excess of 1.5B USD.
they are indicating nameplate in q4, would it be unreasonable to assume it would be trading closer to NPV if they are close to the numbers they have previously guided? Upside of in excess of 2 x plus in a fairly short time frame? Good timing for an acquirer to pounce?
Stars aligning for ADT - $4 party coming soon?, page-97
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Last
$2.79 |
Change
0.090(3.33%) |
Mkt cap ! $781.6M | |||
| Open | High | Low | Value | Volume |
| $2.79 | $2.95 | $2.72 | $1.513M | 540.3K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 5334 | $2.77 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.82 | 334 | 1 |
View Market Depth
| Last trade - 16.10pm 06/09/2024 (20 minute delay) ? |
| ADT (ASX) Chart |