The podcast was very good in some respects, but seemed to miss some key points.
1. Last year was high CAPEX so that was the reason little cash was generated.
2. Not sure how high cost Renison is, but with production going from 8,700 to 10,000 and higher grade AISC will drop
3. Not sure why retailings projects aren't "sexy" - if the IRR is good it's sexy to me if not hope it's put on the back burner
4. It won't be confirmed until the quarterly but his EV gap will likely drop $25m or so when we get the updated cash balances
The podcast was very good in some respects, but seemed to miss...
Add to My Watchlist
What is My Watchlist?
 (20min delay)
|
|||||
|
Last
57.5¢ |
Change
-0.005(0.86%) |
Mkt cap ! $511.8M | |||
| Open | High | Low | Value | Volume |
| 57.5¢ | 58.3¢ | 57.0¢ | $358.0K | 622.5K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 21 | 87378 | 57.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 58.0¢ | 58961 | 15 |
View Market Depth
| Last trade - 11.27am 01/08/2025 (20 minute delay) ? |
| MLX (ASX) Chart |