@PsyaNiteAlso agree that this is agreat post - thanks for taking the time to provide some context for calculating valuation. Based on this, a potential buy out figure of US$1 to 1.25 billion is in the ball park. I think DM is targeting US$1 billion plus. US$1.1 billion equates to a share price of circa $1. In my opinion (and only IMO) we should be trading around at least 20% of that potential buy out figure based on current development (i.e. 20 cents per share). I would hope success on PLT5 & 6 would see the SP trading at 50 to 60% (prior to offers). If someone wants to buy the IP, I think a price of $1 to $1.15 is achievable.
As others have pointed out, management need to be 'doing more' to communicate the value of the Company to Industry participants and Investors alike. The cone of silence has been lifted (somewhat) but they need to start learning how to piss in the long grass!
$1 per share would be a great result and constitutes a Disallowed based on current SP. Definitely worth a punt at these levels.
@PsyaNiteAlso agree that this is agreat post - thanks for taking...
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Last
8.3¢ |
Change
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Mkt cap ! $146.3M | |||
| Open | High | Low | Value | Volume |
| 8.4¢ | 8.6¢ | 8.1¢ | $199.7K | 2.412M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 29999 | 8.3¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 8.5¢ | 312878 | 2 |
View Market Depth
| Last trade - 16.10pm 10/05/2024 (20 minute delay) ? |
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8.3¢ |
Change
-0.001 ( 0.72 %) |
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| Open | High | Low | Volume | ||
| 8.3¢ | 8.6¢ | 8.1¢ | 869200 | ||
| Last updated 15.59pm 10/05/2024 ? | |||||
| 4DS (ASX) Chart |