“A monopoly!”
BellPotter estimates that WA1 EBITDA from Luni alone will be 427 mn AUD p.a.
CBMM EBITDA is around 456 mn AUD or 1700 BRL.
A monopoly!
Not really, but like most other industrial sectors there is an oligopoly of efficient producers at scale.
Once again we have the silliness of a future PE being less than two for a profitable miner with a stable, long life high grade asset it has oligopolistic supply over.
Hmmm. Something doesn’t add up!
General discussion, page-11054
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Last
$13.31 |
Change
0.290(2.23%) |
Mkt cap ! $902.6M | |||
| Open | High | Low | Value | Volume |
| $13.23 | $13.56 | $13.15 | $1.765M | 132.2K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 115 | $13.29 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $13.31 | 227 | 9 |
View Market Depth
| Last trade - 15.00pm 08/11/2024 (20 minute delay) ? |
| WA1 (ASX) Chart |