Looking at MLX this afternoon I have roughly worked out following.
30 June 2021 MLX was valued at c. $235m MC, was net cash 0, had CYM investments/debt and NC1 probably valued at nothing.
30 June 2022 MLX gonna be $390m MC (as of today), net cash $120-130m, holding $30m of NC1 shares/oppies and still have our CYM debt/investment.
The EV is almost unchanged over the last 12 months.
Despite this MLX have delivered a good year, they have done a stack of capex and we are about to enter the high grade with tin prices picking up again (tin was 33k on 1 July 2021)
I feel like a major baggie after the last couple months but when you look at the above it doesn't make a lot of sense.
Looking at MLX this afternoon I have roughly worked out...
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Last
43.0¢ |
Change
-0.010(2.27%) |
Mkt cap ! $385.5M | |||
| Open | High | Low | Value | Volume |
| 44.0¢ | 44.0¢ | 43.0¢ | $429.8K | 988.6K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 9 | 201402 | 43.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 43.5¢ | 23408 | 4 |
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| Last trade - 16.10pm 18/10/2024 (20 minute delay) ? |
| MLX (ASX) Chart |