“A monopoly!”
BellPotter estimates that WA1 EBITDA from Luni alone will be 427 mn AUD p.a.
CBMM EBITDA is around 456 mn AUD or 1700 BRL.
A monopoly!
Not really, but like most other industrial sectors there is an oligopoly of efficient producers at scale.
Once again we have the silliness of a future PE being less than two for a profitable miner with a stable, long life high grade asset it has oligopolistic supply over.
Hmmm. Something doesn’t add up!
“A monopoly!”BellPotter estimates that WA1 EBITDA from Luni...
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Last
$14.50 |
Change
-0.470(3.14%) |
Mkt cap ! $940.5M | |||
| Open | High | Low | Value | Volume |
| $14.77 | $15.00 | $14.32 | $2.470M | 170.0K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 533 | $14.47 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $14.52 | 1748 | 2 |
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| Last trade - 16.10pm 04/10/2024 (20 minute delay) ? |
| WA1 (ASX) Chart |