This comparative analysis is not intended as financial advice. You are encouraged to do your own research and make your own investment decisions. Disclosures - held, sentiment bullish/long. This is my own analysis and I have not received compensation for it.I should add that RACE's market cap is currently AUD $478m, for the AML buyout example above the market cap would need to climb to over AUD $6B - so grow at least 12-fold.
From the above there is extreme potential for high intrinsic value but I think blue sky sits in a more conservative band from $60 to $159 per share (above this band would be a record-breaking buyout). I think we'd need success in a number of trials to push to the upper end of this band ( that's just because sentiment driven by results is needed for extreme move the share price ).
The risked NPV for the 3 pillars described above is from my analysis below.
Ann: Quarterly Activity Report & Appendix 4C, page-77
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Last
$1.94 |
Change
0.055(2.92%) |
Mkt cap ! $330.4M | |||
| Open | High | Low | Value | Volume |
| $1.89 | $1.96 | $1.85 | $333.0K | 174.5K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 3105 | $1.94 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $1.95 | 7574 | 1 |
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| Last trade - 16.10pm 12/07/2024 (20 minute delay) ? |
| RAC (ASX) Chart |