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Lay off the mushrooms when you use your calculator!!!PAN is...

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entropylord

13,980 Posts.

1053

19/10/23

19:34

Post #: 70435326
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Originally posted by tomboy: ↑
9.2% margin x 304M = $28M pQ profit
assuming CC & PAN figures are correct, no extra-ordinaries or capex

121.7/28M x 4 = 112M = PER of 1.09

MCR PER was 19.9
WSA PER was 39.0
BHP PER average last 5 years is 12.58

On current results if PAN had same PER as MCR, PAN would be at 75c right now !

And PAN has a massive 1.5MTpa MILL built and pumping on top which MCR does not.
the MILL alone would cost $400M to build taking 3 years (thats 14c ps).
Market values the MILL at $40M or 10% of replacement, LOL

Either market has the PER, MCap and MILL value all wrong or PAN is shuttered not producing today or these results are wrong & cannot be sustained at even 10% of it going forward which defies belief.

PAN ought to be at a SP today of 27c+ imho.

BHP Group PE Ratio - YCharts

26 rows · Oct 13, 2023
PE Ratio Range, Past 5 Years
3.896 Minimum Sep 26 2022 31.45 Maximum
Nov 07 2018 13.92
Average 12.58
Median PE Ratio Benchmarks PE Ratio Related Metrics In depth view into BHP Group PE Ratio including …
DATE VALUE
1 October 13, 2023 11.11
Expand
Lay off the mushrooms when you use your calculator!!!

PAN is still running one significant mishap away from another CR.
PAN Price at posting: 4.1¢ Sentiment: Sell Disclosure: Not Held
1 Upvote

0 Great analysis

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