I bought a few of these today. It looks very reasonably priced when you consider that the pretax NPV (@8% discount rate) in the October 2023 Mine restart study was $201 million based on conservative metal price assumptions of USD 2,200/tonne (Pb), USD 2,750/tonne (Zn), 23/oz (Ag) and AUD/USD of 0.67. Pre-production capex is only $24 million with peak cash drawdown $38 million, so financing should not be an issue. Also, I rate management very highly.
GLTA & DYOR
Ann: MAC: Strategic Investment in Polymetals Resources Limited, page-10
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24.5¢ |
Change
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Mkt cap ! $47.71M | |||
| Open | High | Low | Value | Volume |
| 25.0¢ | 25.0¢ | 24.5¢ | $79.03K | 318.1K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 25000 | 24.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 25.0¢ | 72355 | 2 |
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| POL (ASX) Chart |