Re-ran the scenario with the updated preliminary TIMA Analysis information, and removed EU aspects.
https://x.com/i/grok/share/kOjcBhHN86dAUyGCTwlQE0vKD
If you compare with the last scenario - which was when the 89M Tonne MRE was released.
The moderate scenario has increased from 2 cents to 10 cents; still with the logical upper end of 20 cents give the in-situ valuation gross is still the same.
The Unlikely was 0.5 cents, now Unlikely is actually 5 cents.
It's clear this de-risking will need to bring more interest and price discovery and we got further to go - even on a base case.
EPM (AI: valuation math, comprehensions, delusions and errors), page-15
Add to My Watchlist
What is My Watchlist?
 (20min delay)
|
|||||
|
Last
1.4¢ |
Change
0.001(7.69%) |
Mkt cap ! $41.98M | |||
| Open | High | Low | Value | Volume |
| 1.3¢ | 1.4¢ | 1.3¢ | $112.4K | 8.475M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 4 | 1823686 | 1.4¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 1.5¢ | 1916086 | 2 |
View Market Depth
| Last trade - 16.10pm 25/06/2025 (20 minute delay) ? |
| EPM (ASX) Chart |