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$1.90 kidman resources limited

After deal, kdr still hold more than twice li2O then ajm, with...

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396 Posts.

47

12/07/17

13:06

Post #: 25818612
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Originally posted by binwood ↑

Of course I am talking 100% of Mt Holland. It's still one resource and one valuation - you just get attributed half of it.

Yeah AJM will be producing 450kt of spod by 2019/2020. When are KDR going to exceed that figure?

Size doesn't matter unless you convert it into dollars.

So here is the point, is Mt Holland going to generate an NPV twice that of AJM over the next 10 years? If not then it makes AJM a more attractive buy than KDR based on current prices

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After deal, kdr still hold more than twice li2O then ajm, with $90 million dollar to develop, and near 50 % better grade, if Ajm priced at 15.5 cents, kdr should valued $1.50.

KDR Price at posting: 61.5¢ Sentiment: Buy Disclosure: Held
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