It looks like you normalized price of SC6 US$1359/t - I suppose this your forward price curve. I have seen other npv valuations on the forum and they simply project US$4,000/t flat and get much higher valuations. I think what your analysis has indicated , Leo has a lot upside in peer comparison. I would add that CXO as a company in production is much more derisked - so you should also add risked NPVs to your analysis.. the other point... I don't think factor expansion plans which have not been disclosed.
It looks like you normalized price of SC6 US$1359/t - I suppose...
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Last
10.5¢ |
Change
0.014(15.4%) |
Mkt cap ! $224.3M | |||
| Open | High | Low | Value | Volume |
| 9.5¢ | 11.0¢ | 9.5¢ | $2.302M | 23.06M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 23 | 1529093 | 10.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 11.0¢ | 2737771 | 40 |
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| Last trade - 11.16am 08/07/2024 (20 minute delay) ? |
| CXO (ASX) Chart |