FAR 1.04% 48.5¢ far limited

Investors will pay up but with discount to NPV based on risk...

  1. 14,131 Posts.
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    Investors will pay up but with discount to NPV based on risk analysis.  It is early days and many of the costs, revenues, interest rates and finance deals are imaginary guesses.  Gradually as risks are removed the value will become more tangible/real and less imaginary/guesswork.   If Samo is a real 2nd SNE then another 10-15c is not unreasonable expectation for SP.  Today FAR long term funding is an imagination/thought bubble with a $ sign in it followed by a ?...... when that becomes a tangible funding solution with known risk a substantial re-rate will follow in my opinion. I am hopeful and somewhat confident that the unknowns will become known someday
    Last edited by szaba_the_hut: 16/10/18
 
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