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 $US1.5b (choose your own number).
Matsa. 1.865
Motheo 1.500
_________________
3.365
less debt 500
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$US2.865m or $A4,425m
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MC today $A3.056m
Ash
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Last
$8.90 |
Change
0.010(0.11%) |
Mkt cap ! $4.070B | |||
| Open | High | Low | Value | Volume |
| $8.79 | $8.93 | $8.67 | $24.76M | 2.807M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 11608 | $8.85 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $8.91 | 10000 | 1 |
View Market Depth
| Last trade - 16.10pm 23/08/2024 (20 minute delay) ? |
| SFR (ASX) Chart |