MLX 1.52% 48.8¢ metals x limited

4Q2024 Valuation, page-33

  1. 598 Posts.
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    Quick update on my spreadsheet since Q2 just closed. Tin official cash in A$ averaged 49,187 for Q2 quarter. I assumed top line operating performance to be an average of the most recently reported three quarters.

    https://hotcopper.com.au/data/attachments/6278/6278797-865af1d7386f4c8c4303d85627164ce2.jpg

    Just wondering whether we will finally see some benefits from dumping Thaisarco and switching to YTC. That should lead to somewhat lower sales & marketing costs, right? Hope anyone with better knowledge and insight can comment. Cheers!
 
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