I think this may be the best (or at least top 3) risk/reward opportunity of any stocks I’ve held having done this for a significant number of years. We still have a decent risk profile, which hopefully will be brought down shortly. It’s just the valuation opportunity if we can do that is huge. Just having a quick scan comparing AKO to RHK - the thing that stands out for AKO is the lower capex (relative to cashflow) and lower impurities - but most importantly the significantly higher IRR.
This is just a great investment opportunity if they can reduce permit risk and get funding sorted. Hopefully we’re talking months for that to happen and the early investors will be appropriately rewarded.
AKO General Discussion, page-615
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Last
14.5¢ |
Change
-0.005(3.33%) |
Mkt cap ! $17.47M | |||
| Open | High | Low | Value | Volume |
| 14.5¢ | 14.5¢ | 14.5¢ | $1.45K | 10K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 493244 | 14.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 14.5¢ | 2548 | 1 |
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| Last trade - 10.20am 05/07/2024 (20 minute delay) ? |
| AKO (ASX) Chart |