SMR 0.00% $3.10 stanmore resources limited

What a beast this company is. Plugging in those figures equates...

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    What a beast this company is. Plugging in those figures equates to a free cash flow of A$774 million for the quarter. If we annualize that to $3.1 billion, it compares sensationally to the market cap of $3.15 billion, we can see the obvious value there (~ EBITDA = Market Cap).

    You want more I hear you say? How about..
    - SMR are likely to be at zero net debt in a few days
    - Coal prices have strengthened and will likely continue to strengthen as Russia gets further ostracised and China fires into life again.
    - Met coal pricing is not as ridiculously priced compared to thermal coal relative to history (meaning met coal produces should be more protected from market cycles)

    https://hotcopper.com.au/data/attachments/4995/4995511-26254abf3a1539761dce3441e6e5cc7d.jpg
 
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