Hi Reg,
here's the background to that SWS speculation on Share Price vs Fair Value. Not sure I follow the discount rate calculation, or share their view of the Cost of Equity (seems to be 2.2% if I'm reading it right) - I think they have the wrong value in the Risk-Free Rate table cell.
I could be completely wrong on those points. And I'd love to know what assumption they're making on the timing of cash flows in 2024- 2025, which seem to make no allowance for scaleable production.
However, here's how they run their model:
Cheers,
GLTA(LT)H
Valuation, page-66
-
- There are more pages in this discussion • 25 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add MSB (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
98.0¢ |
Change
0.010(1.03%) |
Mkt cap ! $1.118B | |||
| Open | High | Low | Value | Volume |
| 96.0¢ | 99.0¢ | 95.5¢ | $5.286M | 5.409M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 91218 | 98.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 99.0¢ | 63577 | 4 |
View Market Depth
| Last trade - 16.10pm 27/06/2024 (20 minute delay) ? |
| MSB (ASX) Chart |