ARU 0.00% 13.0¢ arafura rare earths ltd

LYC produced an EBITDA of $601.2m for FY22 (26th August ann) The...

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    LYC produced an EBITDA of $601.2m for FY22 (26th August ann)

    The LYC $7.8bm/c to ARU $824m m/c ratio remains a whisker under 10:1

    ARU will be producing an ave EBITDA over its 38 year LOM of $573m on the base case and an ave EBITDA of $912m upside case...

    I feel that there is quite a pricing mismatch at current valuations

    DYOR
 
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