Well we got the rerate- wrong direction unfortunately…..
looking at AMI and the different operations, IMO values below should underwrite the current market cap.
Dargues - $100M
Peak - $100M
Hera - $20M
Federation - $200M +
i think a couple of the concerns the market has here are that production growth will likely be fairly flat into next financial year (probably around 100k ounces -60k Peak, 30-35 Dargues, 5-10 Hera ) and all cash produced will go directly into paying for great Cobar and Federation. So really will be negligible cash build until sometime in FY24 or FY25 IMO. I read somewhere that Federation capex will likely be well in excess of 100M plus to get the plant upgraded
- Forums
- ASX - By Stock
- AMI
- Ann: Quarterly update and outlook - March 2022
Ann: Quarterly update and outlook - March 2022, page-44
-
- There are more pages in this discussion • 76 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add AMI (ASX) to my watchlist
(20min delay)
|
|||||
Last
17.0¢ |
Change
0.010(6.25%) |
Mkt cap ! $287.5M |
Open | High | Low | Value | Volume |
16.5¢ | 17.0¢ | 16.0¢ | $398.7K | 2.425M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
5 | 472362 | 16.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
17.0¢ | 694292 | 10 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
5 | 472362 | 0.160 |
12 | 885421 | 0.155 |
19 | 1796013 | 0.150 |
8 | 668903 | 0.145 |
13 | 845435 | 0.140 |
Price($) | Vol. | No. |
---|---|---|
0.170 | 694292 | 10 |
0.175 | 524674 | 11 |
0.180 | 1413608 | 12 |
0.185 | 380060 | 8 |
0.190 | 1391622 | 9 |
Last trade - 16.10pm 17/09/2024 (20 minute delay) ? |
Featured News
AMI (ASX) Chart |