https://hotcopper.com.au/posts/69653898/single
Endorse your comments, Esquat.
SFR is due repricing. BH & team exhibit the radiant qualities seen at S32 and OZL.
Many considered SFR over-paid for Matsa at $US1.865m. Not anymore. A year of solid production, a JORC, drill targets, efficiencies and talk of enlargement. All incremental, worthwhile. I can comfortably value it at cost.
Khoemacau transacting at $US1.5-3b obliges a re-measuring of Motheo to market. Its plant, permits, production and ore assets can be valued - including the unmeasurable Botswana Africa discount. What if this valued Motheo at $US1.5b (choose your own number).
Matsa. 1.865
Motheo 1.500
_________________
3.365
less debt 500
_________________
$US2.865m or $A4,425m
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MC today $A3.056m
Ash
Ann: FY2023 Financial Results, page-11
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Last
$10.44 |
Change
0.070(0.68%) |
Mkt cap ! $4.785B | |||
| Open | High | Low | Value | Volume |
| $10.26 | $10.44 | $10.11 | $14.15M | 1.368M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 500 | $10.43 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $10.45 | 7874 | 4 |
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| Last trade - 16.10pm 01/11/2024 (20 minute delay) ? |
| SFR (ASX) Chart |