Always good to have a chat with JZ, for me the market is simply factoring in the current Lithium price into earnings and relating that to our MC. The market overshot in recent months IMO and is in the process of under shooting now...
At current carbonate prices ( spot price which are higher than contract prices) NPAT is likely in the 2-3cents per share range assuming 1550tpa, with the likelyhood of more shares on issue through a strategic partner....make of that what you like in terms of establishing value within this sector.
Cheers Whisky
General Discussion AGY, page-13420
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Last
3.5¢ |
Change
0.000(0.00%) |
Mkt cap ! $50.95M | |||
| Open | High | Low | Value | Volume |
| 3.5¢ | 3.6¢ | 3.5¢ | $20.13K | 574.6K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 9 | 869179 | 3.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 3.6¢ | 962327 | 13 |
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| Last trade - 15.27pm 15/11/2024 (20 minute delay) ? |
| AGY (ASX) Chart |