Her analysis of MIN's lithium portfolio is a bit superficial but does a good job illustrating the significant optionality in terms of future value creation for patient capital. She also rightfully points out the IO business is becoming a side show and this has created a market inefficient given the stock seems to trade on IO prices. The one piece missing is the high dividend yield at these sp levels, which over 3 years will see MIN return 20%+ on you money
Her analysis of MIN's lithium portfolio is a bit superficial but...
-
- There are more pages in this discussion • 7 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add MIN (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$36.95 |
Change
-1.520(3.95%) |
Mkt cap ! $7.385B | |||
| Open | High | Low | Value | Volume |
| $37.45 | $37.77 | $36.95 | $66.20M | 1.773M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 6 | 34350 | $36.95 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $37.16 | 2000 | 1 |
View Market Depth
| Last trade - 16.10pm 11/11/2024 (20 minute delay) ? |
| MIN (ASX) Chart |