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.
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Last
3.7¢ |
Change
0.000(0.00%) |
Mkt cap ! $48.94M |
Open | High | Low | Value | Volume |
3.8¢ | 3.8¢ | 3.7¢ | $10.68K | 286.7K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
3 | 274000 | 3.6¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
3.7¢ | 44438 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
3 | 274000 | 0.036 |
3 | 284567 | 0.035 |
1 | 58823 | 0.034 |
3 | 1175828 | 0.033 |
1 | 50000 | 0.032 |
Price($) | Vol. | No. |
---|---|---|
0.037 | 44438 | 1 |
0.038 | 188439 | 1 |
0.039 | 300000 | 2 |
0.040 | 325000 | 2 |
0.042 | 91906 | 1 |
Last trade - 11.34am 17/09/2024 (20 minute delay) ? |
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AGR (ASX) Chart |