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
42.3¢ |
Change
-0.008(1.74%) |
Mkt cap ! $380.6M | |||
| Open | High | Low | Value | Volume |
| 42.5¢ | 44.0¢ | 41.5¢ | $2.116M | 4.911M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 8 | 159584 | 42.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 42.5¢ | 87882 | 16 |
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| Last trade - 13.26pm 30/07/2024 (20 minute delay) ? |
| MLX (ASX) Chart |