Updated my spreadsheet for Q2 in the hope that grades in Q2 will look a lot more like in 2023 Q3 & Q4.
At 44c / 400mn market cap I get an implied IRR (on post-tax basis for 2025 onwards) of 21% assuming cash earnings track TTM (Trailing 12 months). If you're selling MLX at this valuation you better find sth yielding at least 20%! Needless to say, IRR will be massively higher if tin stays around A$50k/t.
Ann: Quarterly Activities Report, page-40
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Last
43.5¢ |
Change
-0.015(3.33%) |
Mkt cap ! $390.0M | |||
| Open | High | Low | Value | Volume |
| 45.0¢ | 45.5¢ | 43.0¢ | $561.7K | 1.261M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 156720 | 43.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 44.5¢ | 33579 | 4 |
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| Last trade - 16.10pm 08/10/2024 (20 minute delay) ? |
| MLX (ASX) Chart |