Finally got in today after watching this for three months. Sold out of other positions as I didn't have the liquidity to just add it. I wrote this up for a family office I work with who haven't moved on it as they're of a size they require a commodity hedge. Even tried to design one off of the Platts HCC Index.
I'm more of a watcher than a talker and have seen some spot-on analysis on this stock here, often the case when there's not too many following and no official feasibility study provides the outlook.
My 10-year DCF has an NPV10 of between $750m - $930 depending on coal price sensitivities. As many here have pointed out a standard price/earnings multiple will see this double at least. Looking forward to adding to this position.
Nice to click that held position button.
Finally got in today after watching this for three months. Sold...
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Last
$3.15 |
Change
-0.070(2.17%) |
Mkt cap ! $2.839B | |||
| Open | High | Low | Value | Volume |
| $3.23 | $3.24 | $3.12 | $1.746M | 553.0K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 6961 | $3.14 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.16 | 7418 | 1 |
View Market Depth
| Last trade - 16.10pm 04/11/2024 (20 minute delay) ? |
| SMR (ASX) Chart |