FY24 copper guidance of 135kt
How much did OZ Produce? 125,486t in 2021 + GOLD and Silver
How much did BHP Pay for OZL? 9.6b aud
How much is SFR? 2.97b...
Why the difference?
- It no longer mine life
- Its not debt
- It could be Soveriegn risk in Africa, but unlikely
- Some difference in gold production
- its not much of a difference in AISC
But it doesnt take a genious there is alot oof upside here.
Market might take todays news as negative but its very much depreciation story which is tax benefit
EBITA is 506m , a p/e of 5-6 here....
The market has it wrong - the good news is anyone wanting Copper exposure on the ASX has only one option now - SFR
Ann: FY2023 Financial Results, page-7
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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 |