Oh deficit already theee since May and certain people supposedly expect the price to rise usd30,000/t
“The latest export restrictions are only expected to widen the antimony market deficit, which was measured at 10,000 tons in May.”
Revised aud revenue model
$249m - sb
$144m -au
—————-
$393m pa
$126m FCF from PFS could double, and a pe of 10 would potentially be a company worth in the billion - not advice
LRV mcap $70m, lucky owner of biggest sb deposit in Australia, and mine already in place, $73m all that’s needed to re-start in 15 months or so.
peer with mcap $530m has no mine, will start from scratch easily needs hundreds of millions to build it.
Extremely Undervalued - Rerate coming, page-27
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Change
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Mkt cap ! $133.4M | |||
| Open | High | Low | Value | Volume |
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| No. | Vol. | Price($) |
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