ETM 5.00% 2.1¢ energy transition minerals ltd

Ann: CLSA Rare Earth Forum Presentation, page-64

  1. 544 Posts.
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    @nro

    This is what i was saying with my revenue chart with the commodity prices.
    If the prices of these REM's that GGG is mining go up in the next 3 years by 25% ( which is a CAGR of only 8.33% p.a) the "ultra conservatives estimate" given the current demand what is available, then GGG will be generating over $1 billion AUD in revenue.
    That is not even including if old fashioned uranium heads in a positive direction.

    I have always said in 2023-2024 when they are mining and operational they are $4 - $8 per share.
    If the CAGR rate holds at 8.33% pa is achieved with the REM price, over the next 3-4 years then GGG shares alone will "comfortably" valued within this range without discussion, unless people disagree with basic stock economics.

    Killing me people debating GGG over the years who cannot spend a month doing market / commodity eval, and look at GGG tenements and operational revenue once ML is granted.

    Could not be more obvious



 
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