CHN chalice mining limited

9.73%

$1.81

This post didnt age very well did it."I really wouldn't be...

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spiderman14

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21/10/24

12:18

Post #: 76220958
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Originally posted by Gwydaer: ↑

Yes, agreed on the EV/Hybrid preferences across Australia and China, I don't think this will have much material impact on Pd demand shortfalls however. Supply looks to be the issue.

I completely understand that the scoping is preliminary. However, when comparing these very rough/approximate figures to the current MC, the company seems overvalued (on a bonkers scale). It's priced as if it has been both in production for 5 years and with further outstanding discoveries/acquisitions. The current 550m MC is almost 1/4th of its very rough post LOM net profit of ~2.25b (after initial CAPEX). Crazier even, that when it was $8/2.9b MC, the company was worth MORE than this post LOM net profit based on current prices (yes, hindsight, things have changed). I just can't see the value here, at all. And it hasn't even hit DFS stage. I really wouldn't be surprised to see this slip below $1 for a sustained period.

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This post didnt age very well did it.

"I really wouldn't be surprised to see this slip below a $1 for a sustained period"

I hope you exited your short position in time as i wouldn't be surprised to see this pop it's head above $2 and keep going up for a far longer period.

Still can't see the value here?

CHN Price at posting: $1.86 Sentiment: Buy Disclosure: Held
23 Upvote

1 Great analysis

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(20min delay)
Last $1.81		Change 0.160(9.73%)		Mkt cap ! $702.1M

Open	High	Low	Value	Volume
$1.73	$1.86	$1.71	$10.02M	5.567M

Buyers (Bids)

No.	Vol.	Price($)
1	2500	$1.80

Sellers (Offers)

Price($)	Vol.	No.
$1.81	11173	1

View Market Depth

No.	Vol.	Price($)
1	820	1.765
2	5170	1.760
8	41983	1.750
1	5000	1.745
1	1000	1.740

Price($)	Vol.	No.
1.805	11173	1
1.810	11173	1
1.820	39000	2
1.825	2045	1
1.835	1831	2

Last trade - 16.11pm 27/06/2025 (20 minute delay)

CHN (ASX) Chart

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