WR1 4.11% 70.0¢ winsome resources limited

Ann: A$34m equity raise at a significant premium, page-232

  1. 531 Posts.
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    Three things you are completely glossing over.

    1. Frontier is ~40% higher MC than Winsome $AUD.
    2. Winsome vs. Frontier upside potential (resource potential) - care to comment?
    3. MC considering macro conditions - MC was double that of WR1 in Q1 2023, when WR1 peaked. How do you see that impacting the comparison?

    Love the kevin "spray and pray" approach to analysis
    Last edited by clipsed: 11/10/23
 
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