I totally acknowledge your well considered post MadMax69.
None of really have a true understanding of what lies at Boda. It is clearly an important component of the val that will only be known at a later time.
Having said that, my lay person's assessment of the wider state of all asset markets leads me to be extremely bullish on the POG in a year, or two or three. None of that is taken into consideration in any of today's valuations of any miners including Calidus and/or Genesis.
It is possible that a sustainably higher POG may not happen. If so, my valuation will be overstated albeit with limited downside. Long term I suspect ALK will be acquired by a cashed up major, of which there are many. Mid - late commodity cycles are invariably accompanied by a flood of M&A activity.
Should Boda be the prize management believe it is, none of my external thesis will be important.
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Last
76.0¢ |
Change
-0.005(0.65%) |
Mkt cap ! $463.2M | |||
| Open | High | Low | Value | Volume |
| 76.0¢ | 76.5¢ | 75.0¢ | $11.68K | 15.34K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 5 | 1897 | 76.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 76.5¢ | 21559 | 3 |
View Market Depth
| Last trade - 10.03am 18/06/2025 (20 minute delay) ? |
| ALK (ASX) Chart |