Hugely positive Updated PFS.
key to note is that BOTH reported NPV and IRR are assuming commodity process WELL BELOW market. Hydroxide at $17k (spot near $40k). Tin $24k vs spot at $42.5k (!). capex and opex are higher than 2019 pfs BUT much higher updated IRR take both of those into account for a juicy 36% post tax (again on those much lower commodity price assumptions than spot).
By my calculations if you adjust both of these commodity price inputs for spot you get to >USD 4bn NPV and IRR probably close to 50%. This means the stock is valued currently at CHEAP c8% of NPV!
and this assumes ONLY 10% of total resource is utilised.
This can SKY ROCKET
- Forums
- ASX - By Stock
- EMH
- Ann: PFS Update Delivers Outstanding Results
Ann: PFS Update Delivers Outstanding Results, page-14
-
-
- There are more pages in this discussion • 304 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add EMH (ASX) to my watchlist
|
|||||
Last
20.8¢ |
Change
0.000(0.00%) |
Mkt cap ! $43.04M |
Open | High | Low | Value | Volume |
0.0¢ | 0.0¢ | 0.0¢ | $0 | 0 |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 2684 | 20.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
20.5¢ | 2515 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 2684 | 0.200 |
1 | 50000 | 0.195 |
7 | 115000 | 0.190 |
1 | 15000 | 0.180 |
1 | 27582 | 0.175 |
Price($) | Vol. | No. |
---|---|---|
0.205 | 2515 | 1 |
0.210 | 59264 | 1 |
0.250 | 51987 | 2 |
0.280 | 15350 | 1 |
0.285 | 13000 | 1 |
Last trade - 07.00am 13/08/2024 (20 minute delay) ? |
Featured News
EMH (ASX) Chart |
Day chart unavailable
The Watchlist
ACW
ACTINOGEN MEDICAL LIMITED
Steven Gourlay, Managing Director and CEO
Steven Gourlay
Managing Director and CEO
SPONSORED BY The Market Online