'...Gupta’s BHP-style vision as the supplier of iron ore and primary steel to be shipped globally and value-added locally...'
Where exactly will this iron ore be sourced? Grants/ Maldorky/ GIB?
IMO the GFG global restructure raises the stakes on negotiations on HAV's Fe assets. For Gupta as well as HAV.
The SP being stuck ~ 14/16c ps on assets worth IMO multi-$ ps with an iron ore hungry '20 mtpa' global steel producer licking its lips suggests the Market continues to lack confidence in current HAV leadership delivering Value to its Shareholders. Maybe they’ll surprise the Market with a Fair Value deal? Based on recent performance, not holding my breath...
DYOR
Ann: SIMEC Exclusivity Extended on Iron Ore Projects, page-67
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Last
18.0¢ |
Change
-0.005(2.70%) |
Mkt cap ! $58.57M | |||
| Open | High | Low | Value | Volume |
| 18.0¢ | 18.0¢ | 18.0¢ | $3.6K | 20K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 100000 | 17.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 18.5¢ | 19663 | 2 |
View Market Depth
| Last trade - 13.56pm 02/09/2024 (20 minute delay) ? |
| HAV (ASX) Chart |