KLL 0.00% $7.28 kalium lakes limited

Ann: Investor Presentation - First SOP Production and Update, page-95

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  1. 4,311 Posts.
    lightbulb Created with Sketch. 699
    When I compare KLL to my gold/copper hold AIS - which conveniently has double the market cap as here (to use your should be double theory), it doesn't seem fair value to me.

    AIS is a dual commodity producer which is absolutely printing cash right now, debt free, proven producer and building quite a war chest of cash.
    They are also an explorer with upside there.

    Vs. KLL - an unproven producer with a decent whack of debt and even if all is going well not exactly printing cash.
    I think we should be trading a bit higher but there are some good reasons we aren't and I completely understand it will take time to reach that double target.
    Last edited by Gibbaz: 07/10/21
 
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