AGO BCI

Atlas being the largest junior, you would assume the package is...

  1. Vicboy
    44 Posts.
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    20/12/14
    10:49
    Post #: 14490836
    Atlas being the largest junior, you would assume the package is tailored to them.
    Given that the cut-off price for eligibility is $A90 ($US73), this might be Atlas’ cash
    breakeven price – the WA govt. wouldn’t let them make a profit at their expense.

    Multiply each dollar over $US73 by 13mtpa = $A16m, or 1.75c per share.

    If IO is at $US83, 17.5c per share. Plenty of upside imo.
    BCI Price at posting: 48.5¢ Sentiment: None Disclosure: Not Held
    AGO Price at posting: 15.0¢ Sentiment: Hold Disclosure: Held
    Likes Created with Sketch. 8  Upvote
    lightbulb Created with Sketch.  Great analysis
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