PLS 5.83% $3.07 pilbara minerals limited

Beer & Co to make a return

  1. 2,375 Posts.
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    As posted earlier today I sent a text message to NB this morning asking whether they would continue with Beer & Co as they will have their own model within 8 weeks. He kindly texted me back advising that for the time being they would use B&C. So that may mean in a week or so we might see an updated report from Pieter Bruinstroop. The mind boggles at what his unrisked valuation might be although he only publishes a risked valuation. It is not difficult to extrapolate the risked values out to the unrisked value per share. I reckon Pieter is pretty much on the money with his calculations and SP predictions although they exclude a T/O premium.

    Neil also advised that other than the two existing analysts that cover the stock he predicted that there is likely to be two more analysts covering the stock soon. That can only help get the message out. I know from experience over at TNG over nearly 10 years that it is much more difficult to get analysts interested than you would believe.

    This was all done by sms so I cannot advise anymore on the subject.
    Chrs W2
    Screaming buy still IMHO
 
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