Value is looking compelling here.
Dargues has delivered just under 20k oz for the half at around 1800 / oz. Guidance has been maintained so we should see improved production at a much lower AIsc.
Peak and Hera are going along ok, with Federation still expanding. I also am starting to think they should be able to fund Great Cobar and Federation with cash flow + debt, as opposed to needing to dilute which was a concern for me previously.
As others have pointed the current EV could arguably be justified by Federation alone, so effectively getting everything as a bonus is pretty compelling in my mind
Value is looking compelling here.Dargues has delivered just...
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Last
18.0¢ |
Change
-0.005(2.70%) |
Mkt cap ! $304.4M | |||
| Open | High | Low | Value | Volume |
| 18.0¢ | 18.5¢ | 17.5¢ | $444.5K | 2.468M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 299999 | 18.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 18.5¢ | 561330 | 5 |
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| Last trade - 16.10pm 01/11/2024 (20 minute delay) ? |
| AMI (ASX) Chart |