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Poor old Tomboy with his fictional numbers and bonkers analysis...

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entropylord

13,961 Posts.

1047

21/05/24

19:43

Post #: 73941493
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Originally posted by tomboy: ↑

Poor Peter Harold,
lost his super and all his 100M shares here for nothing.

He was saying PAN was a screaming buy at 10c now 0.0c

PAN could be profitably producing
current NP of aud$32,000pT
production of 6500Tpa
= $208Mpa revenue
= profits of $80Mpa
PER = 1.28

WSA PER was 39.0
IGO PER is 20.83 (current 6000/288 ebitda)
PAN prior PER was 6.5

1.28 PER is ridiculous low undervaluation imho.

PAN BOD and CEO pulled the plug too early, even if they loss produced for 6 months Oct to March till now they would now be profit producing all of April & May by 35% margins now & still had $40M cash at bank to weather the storm.
They got suxed into thinking this NP was going to stay low for 10 years when it was a pathetic short 6 months.
BIG SHOT & Trafigura punk'd the PAN BOD totally.

RESTART & RELIST NOW !

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Poor old Tomboy with his fictional numbers and bonkers analysis was saying it was a screaming buy at 37, that must be nearly 4 times as bad as PH. Ah, but TBs “buys” are a much stronger sell indicator than just about anything.

PAN Price at posting: 3.5¢ Sentiment: Sell Disclosure: Not Held
1 Upvote

0 Great analysis

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