BH & team have hit their marks, or better.
SFR is still undervalued. Matsa cost an eye-watering $A2.8b yet is now worth more than cost after resource extension and productivity improvements with additional growth ahead in Sotiel. Motheo development program excellent.
The modest mis-match between FCF and bold capex agenda entirely explains the growth in debt.
Cu prices still low, set to rise strongly.
Very bullish.
Ash
Ann: December 2023 Half Year Financial Results Presentation, page-3
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 (20min delay)
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Last
$10.92 |
Change
-0.070(0.64%) |
Mkt cap ! $5.045B | |||
| Open | High | Low | Value | Volume |
| $11.00 | $11.19 | $10.91 | $201.8K | 18.37K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 728 | $10.91 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $10.93 | 99 | 2 |
View Market Depth
| Last trade - 10.07am 26/06/2025 (20 minute delay) ? |
| SFR (ASX) Chart |