EXR 24.1% 18.0¢ elixir energy limited

Ann: Taroom Trough Coals Flowed for First Time, page-101

  1. 2,363 Posts.
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    Good question....hard to answer definitely because we're really still at the risky end of a valuation (although rapidly de-risking)....step change valuation (and sp) will occur once a major lobs ina bid for our Grandis asset- this will set the floor for Grandis asset "true value" but won't be the ultimate value IMO as we hope (fingers x'd) a multi stage progressive bidding war ensues- or at least multiple bids from our partner if we've given them optionality on it etc,

    I've copied a post made by a contributor on another EXR thread- I won't let my strong opinion of that poster get in the way with his opinion on the Arrowhead data though (as below)-he some some merit in his thoughts but anyway, DYOR, caveat emptor etc etc

    This Arrowhead report (and a Taylor Collison report) are accessed here:
    https://elixirenergy.com.au/research/


    https://hotcopper.com.au/data/attachments/6403/6403477-485d7d4c609ad3967df88202bc11efe4.jpg

 
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