SFR 0.66% $9.02 sandfire resources limited

Ann: December 2020 Half Year Financial Results Presentation, page-26

  1. 15,129 Posts.
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    You know the theme song of Greenacres -'Greenacres is the place to be'. Maybe before your time.
    https://en.wikipedia.org/wiki/Green_Acres

    WRT you comparison I not sure that OZL is that much better value. But it has both a stronger production profile and record of growth.
    While SFR at present has an outlook for falling production when Dougunna ends and OZL has a number of growth options ( say 3 X as much) that make SFR look like they have been twiddling their thumbs.

    I suspect SFR will be the dark horse (if that's PC) but that takes some faith and the market isn't interested in paying for it (especially with SFR's track record of doing SFA).
    Last edited by arsenic: 22/03/21
 
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