Interesting video - he stated that ADT has not repally been re-rated yet but if they meet AISC of $US10 he inferred they will be re-rated upwards. The DFS was based on a $US7.30 AISC so he is suggesting an 37% higher AISC.
Rick Rule recently stated similar views on ADT being re-rated.
Do we have 2 expert views with strong credentials who have very positive views on ADT which stands in contrast to the clown of a fund manager I noted in an earlier post.
PS as I write this silver price is $US29.60 up 3.4% and PIG is $US2,399 up 1.34%.
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Last
$4.20 |
Change
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Mkt cap ! $1.089B |
Open | High | Low | Value | Volume |
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Buyers (Bids)
No. | Vol. | Price($) |
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2 | 4092 | $4.19 |
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Price($) | Vol. | No. |
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1 | 3292 | 4.190 |
2 | 1719 | 4.170 |
5 | 5121 | 4.160 |
9 | 18400 | 4.150 |
1 | 4975 | 4.120 |
Price($) | Vol. | No. |
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4.220 | 15000 | 2 |
4.230 | 1423 | 2 |
4.240 | 19714 | 2 |
4.270 | 1700 | 1 |
4.280 | 2000 | 1 |
Last trade - 16.10pm 29/05/2024 (20 minute delay) ? |
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Last
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Change
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Open | High | Low | Volume | ||
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