PNR 4.17% 12.5¢ pantoro limited

Ann: Diggers & Dealers Presentation 2024, page-37

  1. 11,957 Posts.
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    Cheers for that Watchful, and nice to have you aboard (good entry timing too, I was surprised at how easily it retraced to below $0.08 (weak hands).
    Just noticed this broker report for OBM (I feel a good comparison stock for PNR). All I can say is.... if PNR can simply meet guidance.... they are going to should be able to at least rival OBM in the near term and over the medium term.... run away with the win (though all credit to the OBM MD, he is impressive).

    https://hotcopper.com.au/data/attachments/6382/6382920-e2b4f5f0d7f90c39e3124a87a2ba3722.jpg

    FY25 and FY26 guidance for OBM leaves me thinking that eve with all their targets hit, they are treading water.

    https://hotcopper.com.au/data/attachments/6382/6382924-2e0e6dedb1547f08dc64b0b7af510584.jpg

    The other main improvement PNR can keep working on, is providing clear, concise and accurate information regarding guidance, capex, non-sustaining etc.
    I had to cobble the info below from different announcements. Basically.... 100k for FY25. $12.5m non-sustaining, and $25m exploration (could be doubled).
    But.... is everything else built into the AISC, time will tell.

    https://hotcopper.com.au/data/attachments/6382/6382937-9ab97cd0ca64bbb0710cefa64bb9306b.jpg

 
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Last
12.5¢
Change
0.005(4.17%)
Mkt cap ! $806.7M
Open High Low Value Volume
12.0¢ 13.0¢ 12.0¢ $1.340M 10.73M

Buyers (Bids)

No. Vol. Price($)
10 1119000 12.0¢
 

Sellers (Offers)

Price($) Vol. No.
13.0¢ 3955281 20
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Last trade - 16.10pm 17/09/2024 (20 minute delay) ?
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