PNR 6.25% 12.8¢ pantoro limited

Ann: Investor Presentation - North American Roadshow, page-4

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  1. 12,011 Posts.
    lightbulb Created with Sketch. 6783
    Hey Cashed, firstly, good pickup with MEI.

    Just a little color on the presentation, 95% of it is exactly the same as diggers, except for this little bit of info (pretty important I feel!)

    https://hotcopper.com.au/data/attachments/6427/6427293-a95551559acb8d43de1d3705b4ceb9e5.jpg
    I also continue to like PNR streamlining their material, though I am greedy and want more detail about everything.

    https://hotcopper.com.au/data/attachments/6427/6427318-bd17dfad4f59719b43d880defa2ee307.jpg

    Good to have confirmation that the drilling contractor has... been contracted and is hopefully hitting the ground this week!

    https://hotcopper.com.au/data/attachments/6427/6427340-5aa5b17a413e77f0f627bcd6663ff81f.jpg
    Plus a little more color on what Butterfly might hold.

    https://hotcopper.com.au/data/attachments/6427/6427342-bfb5ea8e4578f5e5d14f2406f55ad38c.jpg

    PNR has it all....
    Brown and Greenfield exploration upside.. plus just converting the 5m ounces they already have in the MRE.

    https://hotcopper.com.au/data/attachments/6427/6427347-5531410cbbbe6695e66222968dc8bc93.jpg

    Now regarding MEI.... sheesh, they gave the asset away!
    $5m in script and.. and some delayed payments, for 350k in MRE.... $14 an ounce is incredibly cheap.
    As you say, seems like it would have been an excellent source of ore for Halls.... but then perhaps this is next on the list for WINs management.
    Looks like there is a huge amount of proceptivity around Halls. Sort of a shame PNR have not continued to explore it, but... Norseman is the key to it's future, not Halls.

    https://hotcopper.com.au/data/attachments/6427/6427360-f7998876b6f7947315d9616b6f1b4853.jpg

    Good to see PNR continues to state they are producing profitable ounces and that the trend in production will continue. Just need a really solid quarter to cement PNRs resurrection.
 
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Last
12.8¢
Change
0.008(6.25%)
Mkt cap ! $806.7M
Open High Low Value Volume
12.0¢ 13.0¢ 12.0¢ $6.001M 48.02M

Buyers (Bids)

No. Vol. Price($)
9 432136 12.5¢
 

Sellers (Offers)

Price($) Vol. No.
13.0¢ 6173961 41
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Last trade - 13.30pm 07/10/2024 (20 minute delay) ?
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