With Hydroxide prices rising to USD13.3k (vs PFS at 12k); and factoring in the substantially higher tin prices since too; one should adjust up the published PFS NPV by c20-30% to USD 1.33-1.44bn.
We are therefore trading at 23%-25% of NPV.
For reference, Ganfeng is offering to buy Bacanora at 70% NPV, for a clay asset in riskier jurisdiction (Mexico).
That’s 3x upside for EMH from here.
2021 - The Year for EMH, page-609
-
- There are more pages in this discussion • 890 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 EMH (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
29.0¢ |
Change
0.000(0.00%) |
Mkt cap ! $60.15M | |||
| Open | High | Low | Value | Volume |
| 30.0¢ | 30.0¢ | 29.0¢ | $2.975K | 10.25K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 6300 | 28.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 30.0¢ | 34878 | 1 |
View Market Depth
| Last trade - 13.15pm 12/07/2024 (20 minute delay) ? |
| EMH (ASX) Chart |