When I get some time I’ll provide a detailed analysis and valuation but it’s worth pointing out the price action on MNB (disclosure: held), which is a similar business with a similar market cap but the key difference is Next investors are shareholders so you get the occasional pump email, which creates some amazing price action - see yesterday, up 34%. MNB is also more widely followed.
Here’s a post of their recent note, which has huge relevancy for AGR and aligns to what @blister has been posting ie the underlying commodity has been booming which magnifies the NPV.
https://hotcopper.com.au/posts/54066800/single
It’s worth pointing out that while the NPV is lower at AGR, we’re fully funded, should be in production sooner and have some highly economic copper exposure that has a fantastic upside.
- Forums
- ASX - By Stock
- AGR
- Ann: Investor Update - InvestorStream Interview
Ann: Investor Update - InvestorStream Interview, page-10
-
-
- There are more pages in this discussion • 1 more message in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add AGR (ASX) to my watchlist
|
|||||
Last
2.9¢ |
Change
0.001(3.57%) |
Mkt cap ! $31.40M |
Open | High | Low | Value | Volume |
2.9¢ | 2.9¢ | 2.8¢ | $42.64K | 1.492M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 450000 | 2.7¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
2.9¢ | 130000 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 450000 | 0.027 |
1 | 200000 | 0.026 |
1 | 396050 | 0.025 |
1 | 250000 | 0.024 |
3 | 442856 | 0.021 |
Price($) | Vol. | No. |
---|---|---|
0.029 | 130000 | 1 |
0.030 | 1296666 | 4 |
0.031 | 55555 | 1 |
0.032 | 100000 | 1 |
0.045 | 90939 | 1 |
Last trade - 15.55pm 16/07/2024 (20 minute delay) ? |
Featured News
AGR (ASX) Chart |