It's a pretty safe argument that the market isn't pricing in anything at all for:
- NNT or carbon capture
- any tailwinds on supply chain (lifetime value in the DFS was calculated at the most challenging imaginable time)
- any resource upgrades at GW which would materially upgrade mine life (est. 35Mt on mining lease vs. 15Mt reserve)
- Bronze Whaler
- Eyre Kaolin JV
- any of the other prospects (REE, gold etc.)
Now this might be expected and reasonable at this tage, but the fact is that none of these things are pipe dreams, and they all present very real potential for upside.
It's a pretty safe argument that the market isn't pricing in...
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Last
2.2¢ |
Change
-0.001(4.35%) |
Mkt cap ! $71.53M | |||
| Open | High | Low | Value | Volume |
| 2.3¢ | 2.3¢ | 2.2¢ | $79.58K | 3.565M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 191924 | 2.2¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 2.3¢ | 399958 | 10 |
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| Last trade - 12.54pm 23/07/2024 (20 minute delay) ? |
| ADN (ASX) Chart |