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
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Well we got the rerate- wrong direction unfortunately…..looking...
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Last
19.0¢ |
Change
0.010(5.56%) |
Mkt cap ! $321.3M |
Open | High | Low | Value | Volume |
18.0¢ | 19.0¢ | 17.5¢ | $2.272M | 12.04M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 55948 | 18.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
19.0¢ | 100000 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 55948 | 0.185 |
1 | 130000 | 0.180 |
2 | 100075 | 0.175 |
6 | 473747 | 0.170 |
4 | 1157038 | 0.165 |
Price($) | Vol. | No. |
---|---|---|
0.190 | 100000 | 1 |
0.195 | 742924 | 9 |
0.200 | 1063293 | 16 |
0.205 | 743508 | 8 |
0.210 | 1158924 | 10 |
Last trade - 16.10pm 21/06/2024 (20 minute delay) ? |
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