thanks for your post but you seem to fail to grasp many crucial elements so not sure it’s overly useful in all honesty . I can see why you would be bitter being an ex holder. One thing I have learned in 30 years of successful investing is recognising when you have made a mistake selling prematurely and having the ability to re-enter when you have made a serious error in judgement.
- NPV closer to 1.2b based on spot prices. From the CEO himself last week ie DOUBLE the current market cap! Let that settle in for starters.
- not sure of your relevant technical experience in the industry but Snr Analysts I have access to are convinced Min Sands are a (lack of) supply story and current bullish prices likely to continue or indeed further improve.
- CEO deemed by experienced Analysts as the “next big mining Exec” in this country
- they are ahead of time and on budget for construction - a truly remarkable result considering current dynamics
- the build is relatively vanilla and close to 95% complete
- 50% production uplift is “likely” - anyone smart enough can work out what that does to NPV and likely share price impact
- Tanzania a free kick and much optionally going forward
- ILU right next door and has a declining prodn profile with their valn around 3x the metrics of STA. You don’t need to be Einstein to,work out what may well happen here
I genuinely wish you good luck, including reviewing past mistakes
- Forums
- ASX - By Stock
- STA
- Ann: Coburn Project Commissioning of WCP Advancing Rapidly
Ann: Coburn Project Commissioning of WCP Advancing Rapidly, page-21
-
- There are more pages in this discussion • 112 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add STA (ASX) to my watchlist
(20min delay)
|
|||||
Last
9.5¢ |
Change
0.000(0.00%) |
Mkt cap ! $138.9M |
Open | High | Low | Value | Volume |
0.0¢ | 0.0¢ | 0.0¢ | $0 | 0 |
Featured News
STA (ASX) Chart |
Day chart unavailable
The Watchlist
RCE
RECCE PHARMACEUTICALS LTD
James Graham / Dr Alan Dunton, MD & CEO / Non-Executive Director
James Graham / Dr Alan Dunton
MD & CEO / Non-Executive Director
SPONSORED BY The Market Online