Lets assume what you are saying is 100% correct
i.e
a) SC6 price is US$850 for ever
b) FCF valuation multiplier = 10
c) LTR drops to A$0.50 inline with your analysis.
Q1 Now you also said that PLS will "Pounce in" with a merger proposal at that price/valuation? Is that because LTR is more valuable than A$0.50 and if LTR is more valuable than A$0.50 - isnt your analysis wrong or you believe the PLS dont know how to value LTR and they will overvalue it and "Pounce in" with a merger proposal?
Q2 As per your crystal ball - Will LTR Board be very excited when they see PLS has "pounced in" with a merger proposal ?. Will they accept? They should accept it if your analysis is correct as they are getting 10x of FCF with SC6 = US$850 for eternity.
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Last
79.0¢ |
Change
0.010(1.28%) |
Mkt cap ! $1.921B | |||
| Open | High | Low | Value | Volume |
| 81.0¢ | 82.0¢ | 78.5¢ | $10.27M | 12.88M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 2994 | 86.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 70.0¢ | 42500 | 2 |
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| Last trade - 15.59pm 16/08/2024 (20 minute delay) ? |
| LTR (ASX) Chart |