my BVPS from 2 x EVs based on original DFS was $1.82 I think the GR DFS will be far better so with out calculating $2 plus could be fair value on a BVPS basis - how much EV multiples you want to add based on sentiment well how long is a piece of string ? What I will say is not that long ago RIO bought a project with 5 million Mt LCE for $825 million USD they have added $206million USD in capex to that figure for a total of $1.031 Billion USD or $1.55 billion AUD to produce in the future 3000 Mtpa LCE so asn at a minimum of 4 times that production for 1 plant and in a superior jurisdiction , it could be argued has an EV of $6 billion AUD could be argued for 1 plant let alone 2 I don't believe this is the case I merely feel RIO just paid too much .
BUT
You can see what ASN are doing here they are breaking the mould the world will eventually see and then ASN a will have it's afterpay moment and someone will more than likely buy it .
Regards TT
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13.0¢ |
Change
0.010(8.33%) |
Mkt cap ! $161.3M |
Open | High | Low | Value | Volume |
12.5¢ | 13.0¢ | 12.5¢ | $68.93K | 550.8K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
5 | 121161 | 12.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
13.0¢ | 369290 | 10 |
View Market Depth
No. | Vol. | Price($) |
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5 | 121161 | 0.125 |
8 | 630058 | 0.120 |
11 | 2552070 | 0.115 |
6 | 531272 | 0.110 |
13 | 851559 | 0.105 |
Price($) | Vol. | No. |
---|---|---|
0.130 | 369290 | 10 |
0.135 | 476973 | 8 |
0.140 | 614962 | 7 |
0.145 | 145333 | 4 |
0.150 | 486863 | 5 |
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