MLX 1.16% 43.5¢ metals x limited

Updated my spreadsheet for Q2 in the hope that grades in Q2 will...

  1. 521 Posts.
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    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.

    https://hotcopper.com.au/data/attachments/6130/6130738-b1f31a0a8dcf12ee28a8fbce3b39a249.jpg
 
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Last
43.5¢
Change
0.005(1.16%)
Mkt cap ! $394.2M
Open High Low Value Volume
44.0¢ 44.3¢ 43.0¢ $954.5K 2.189M

Buyers (Bids)

No. Vol. Price($)
11 122040 43.0¢
 

Sellers (Offers)

Price($) Vol. No.
44.0¢ 141590 3
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Last trade - 16.10pm 10/05/2024 (20 minute delay) ?
Last
43.5¢
  Change
0.005 ( 1.16 %)
Open High Low Volume
43.5¢ 44.0¢ 43.0¢ 828597
Last updated 15.59pm 10/05/2024 ?
MLX (ASX) Chart
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