Chalice mining went to $4.5b market cap dont forget, on discovery alone.
An impressive discovery, but if ARL gets the deal structure hinted at in this announcement, we will have a credible pathway to unlock the full $100b or so in ground value.
I see a scenario here where the deal structure requires consortia partners to fund not just the dfs, but the mining capex also, before they secure offtake.
in this scenario ARL just grinds higher and higher and could be a $10-20 stock. Not saying it would be fair value, but think about it, chalice hits $4.5b on discovery, why wouldnt we hit $4b on the right deal structure?
- Forums
- ASX - By Stock
- Ann: Japanese Consortium Update on Progress on KNP Goongarrie Hub
Chalice mining went to $4.5b market cap dont forget, on...
-
- There are more pages in this discussion • 52 more messages 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 ARL (ASX) to my watchlist
(20min delay)
|
|||||
Last
71.0¢ |
Change
0.040(5.97%) |
Mkt cap ! $141.6M |
Open | High | Low | Value | Volume |
68.0¢ | 71.0¢ | 67.0¢ | $95.38K | 138.9K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 67055 | 68.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
71.0¢ | 25815 | 3 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 67055 | 0.685 |
2 | 2757 | 0.675 |
1 | 20000 | 0.660 |
1 | 1528 | 0.655 |
1 | 4725 | 0.635 |
Price($) | Vol. | No. |
---|---|---|
0.710 | 25815 | 3 |
0.740 | 250 | 1 |
0.750 | 140 | 1 |
0.800 | 80000 | 2 |
0.830 | 9000 | 1 |
Last trade - 16.10pm 07/05/2024 (20 minute delay) ? |
|
|||||
Last
68.0¢ |
  |
Change
0.040 ( 0.00 %) |
|||
Open | High | Low | Volume | ||
69.0¢ | 69.0¢ | 67.5¢ | 11138 | ||
Last updated 14.20pm 07/05/2024 ? |
Featured News
ARL (ASX) Chart |
The Watchlist
I88
INFINI RESOURCES LIMITED
Charles Armstrong, CEO
Charles Armstrong
CEO
Previous Video
Next Video
SPONSORED BY The Market Online