Saying that you're a little more conservative, and then proceeding to value Moblan based on Kathleen Valley's valuation is very contradictory tbh.
Albemarle aren't buying Kathleen Valley for it's 156mt resource in isolation. The absolute predominant reason that they're buying Kathleen Valley is because in 12 months time it'll be producing 600ktpa of SC6. It's fully permitted and nearing towards construction completion. Moblan is years behind, unfortunately.
People very often don't factor in the time value of money, for which the effect is compounded when you're in a commodity boom. This and the risk associated with permitting/approvals.
- Forums
- ASX - By Stock
- SYA
- General Discussion Topics
General Discussion Topics, page-117241
-
- There are more pages in this discussion • 25,868 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add SYA (ASX) to my watchlist
|
|||||
Last
2.6¢ |
Change
-0.001(3.70%) |
Mkt cap ! $267.6M |
Open | High | Low | Value | Volume |
2.7¢ | 2.8¢ | 2.6¢ | $408.5K | 15.22M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
52 | 8484271 | 2.6¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
2.7¢ | 2681213 | 9 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
52 | 8484271 | 0.026 |
76 | 19889232 | 0.025 |
49 | 20659194 | 0.024 |
28 | 8198780 | 0.023 |
19 | 4075909 | 0.022 |
Price($) | Vol. | No. |
---|---|---|
0.027 | 2681213 | 9 |
0.028 | 8109747 | 35 |
0.029 | 6887216 | 29 |
0.030 | 7663496 | 48 |
0.031 | 1974886 | 13 |
Last trade - 16.10pm 02/09/2024 (20 minute delay) ? |
Featured News
SYA (ASX) Chart |