POS 12.5% 0.5¢ poseidon nickel limited

On restart of production, POS will have to be valued by INSTOs...

  1. 9,800 Posts.
    lightbulb Created with Sketch. 4233
    On restart of production, POS will have to be valued by INSTOs at a PER of 10.0 - 20.0
    As POS has a large revenue increase profile from 7500tpa to 15tpa to 20ktpa to 50ktpa on existing MILL CAPACITY ALONE, the PER is normally way higher than peers of 10.0 (eg twitter facebook MCR WSA)

    Peer PERs are :-
    MCR 19.9
    WSA 39.0
    PRU 29.0
    ASX200 is 20.4

    It was INSTOs who rerated ANL from 20c to 450c in 2016 NOT AFAF.
    It was INSTOs who rerated FMG from 30c to 30,000c NOT AFAF
    It was INSTOs who rerated MCR from 2015 lows of 20c to 270c in 2022 NOT AFAF
    (AFAF in fact bought in at 4.9% around 90c & then took 20% at 136c & then bid 100% at 140c)

    on the maths its simple -
    PER 10.0
    FCF on 8600tpa = $100M (POS BFS +14%) or TB $150M at 20% capacity
    = 29.5c to 43.0c
    if they use the MCR PER = 56c to 84c ps
    but as CEO has been planning talking of going to 15ktpa -20ktpa then this ration goes to =
    51.5c - 75c low PER low range
    or
    130c - 195c at the MCR PER & high range of 20ktpa
    But if the PER is higher or production higher using HG ore or NP increases from 9 to 12-25 as im calling, then this could even double that with LJ another jewel in the crown to add to that.

    It will be INSTOs & their internal maths teams and Padley who will rerate POS imho.

    True Multi $M wealth come not from pip trading but running LONG MBer in multiples of 10-3000
    AFAF would know this as he is Oz richest men because of  INSTO rerates on maths from FMG ANL

    Seen this already before in -
    POS 1969
    ANL 1996
    POS 2008
    SIR 2013
    MCR 2015-2022
    MBN 2008
    FMG 2003-2022
    ESR 2021 et al.
    All moves LONG in 10-3000 multiples.

    Who doesnt want his $100K to be worth $2M overnight like winning the lotto?
    Who doesnt want to be rich?
    Just ask Elvis & AFAF. You think these INSTOs & Padley & his Army will be happy to make fortunes overnight or do they want to stay struggling forever in the current pathetic zigzag market?

    the holy grail is financial freedom,
    thats how you get to the TBC target imho.
    Last edited by tomboy: 07/07/23
 
watchlist Created with Sketch. Add POS (ASX) to my watchlist
(20min delay)
Last
0.5¢
Change
0.001(12.5%)
Mkt cap ! $16.71M
Open High Low Value Volume
0.5¢ 0.5¢ 0.5¢ $3.993K 859.4K

Buyers (Bids)

No. Vol. Price($)
75 64320256 0.4¢
 

Sellers (Offers)

Price($) Vol. No.
0.5¢ 6658037 19
View Market Depth
Last trade - 15.49pm 26/07/2024 (20 minute delay) ?
POS (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.