F'ing hell, how many more shakes of tree are needed for this to...

First 2327 Last

Share
Profile

Follow
clancey

512 Posts.

34

14/02/22

11:40

Post #: 59551974
Share

Originally posted by Himmmel: ↑

The very reason we need to get this demerger going ASAP - investors who want to add gold exposure, can do that more easily by not selecting FFX but these pure gold plays (and not to get drag down like Lithium stocks, which is the case today); the same story for the other group of investor, when come to increase Lithium exposure, they would not prefer FFX if there is other pure Lithium play. In addition, the overlaps between these two group of investors are not significant - as many here are going to dump FFX to chase LLL or vice versa.

In fact, many here would only buy FFX if it's ultra-undervalued, i.e. gold investors will pay like 70% of fair value of gold business and 30% of fair value of lithium while lithium investors would pay like 70% of fair value of lithium business and 30% of fair value of gold. Not many would be kind enough to pay for full fair as everyone has a different purpose. (don't quote on exact number, just to make a point here)

The thing is, anyone who wants both Li/Au, can always purchase the stocks individually and then rebalance them separately (so you don't have to buy or sell altogether), that's why FFX is always undervalued in the current form and I cannot wait for demerger shortly!

Expand

F'ing hell, how many more shakes of tree are needed for this to play out.

Not likely day traders could be making money, guessing this schizophrenic stock.

Ok 64, we're on our way.

GLTA...

FFX Price at posting: 67.0¢ Sentiment: Buy Disclosure: Held
3 Upvote

0 Great analysis

Reply

Top Stories

SKS

SKS Technologies wins US$90M award to supply power to international hyperscale data centre in Melbourne

I88

Infini soars 50% as company reveals it could’ve just made uranium history – redefining what it means to be “high grade”

IMM

Immutep reports strong response rate from immunotherapies treating carcinomas

NIM

Nimy to raise $1.21M to explore 'newsy' WA targets

MDI

Nanocap Middle Island Resources kicks off Barkly copper-gold drill run – a potential IOCG-style NT project

ASX hits all time high out the gate on Friday trades following bullish US inflation data

Bitcoin investors need to know the risks

Week 27 Wrap: ASX hits all time high; CBA shares' two realities; US inflation hits 3% ahead of China plenum

AII

Almonty locks in govt agreement for tungsten oxide plant in South Korea

BHP

BHP dips as WA nickel suspended after A$6B hit; losses eased by US CPI and forewarning

There are more pages in this discussion • 7,669 more messages in this thread...

First 2327 Last

Add FFX (ASX) to my watchlist

F'ing hell, how many more shakes of tree are needed for this to...

Top Stories

SKS Technologies wins US$90M award to supply power to international hyperscale data centre in Melbourne

Infini soars 50% as company reveals it could’ve just made uranium history – redefining what it means to be “high grade”

Immutep reports strong response rate from immunotherapies treating carcinomas

Nimy to raise $1.21M to explore 'newsy' WA targets

Nanocap Middle Island Resources kicks off Barkly copper-gold drill run – a potential IOCG-style NT project

ASX hits all time high out the gate on Friday trades following bullish US inflation data

Bitcoin investors need to know the risks

Week 27 Wrap: ASX hits all time high; CBA shares' two realities; US inflation hits 3% ahead of China plenum

Almonty locks in govt agreement for tungsten oxide plant in South Korea

BHP dips as WA nickel suspended after A$6B hit; losses eased by US CPI and forewarning

Featured News