What i like about the report is the investment thesis.
If you look at historical graphs, supply & demand along with Macro & international, the CAPEX requirements going forward like the OIL & GAS thesis is somewhat of T$1.3 WORLD WIDE.
"That is not going to happen"...so any diversified miner with Capex, cash flow above percentile with longevity of product in mine supply chains, ou have a good story going forward.
That to me resonates a good trade line going forward beit up or down.
Either way S32 has great management, knowledge & geopolitical tension to have good upside on a sell down BOT input.
BAD NEWS IS GOOD NEWS FOR TRADERS AND LONG TERM HOLDERS ALIKE.
Ann: Quarterly Report December 2023, page-6
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Last
$3.66 |
Change
-0.050(1.35%) |
Mkt cap ! $16.57B | |||
| Open | High | Low | Value | Volume |
| $3.73 | $3.73 | $3.60 | $56.87M | 15.57M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 7 | 348810 | $3.65 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.66 | 22679 | 3 |
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| Last trade - 16.10pm 28/06/2024 (20 minute delay) ? |
| S32 (ASX) Chart |