This is from James earlier today on another TMT thread?
I couldn't have said it better myself.
===========================
Nice work. I think your model is spot on. This is extremely valuable.
I value a company at this stage of development to be worth around 10-20% of its NPV. If it gets permits I would knock it up to 15-25%, and progressively increase until it gets to funding and construction to 30-40%. Once in production I would put it above 50%. This is just my standard rule of thumb for most developers, everyone has their own.
If I overlay the current V price I get a very good sense of where the market cap should be. It current sits within that range.
Just my opinions.
=============================
Where we stand today, pre-enviros approval I'd say $1.20.
With enviros $2
I'm here for At LEAST $2. It's been a very long and often frustrating wait
- Forums
- ASX - By Stock
- TMT
- HERE WE GO!
HERE WE GO!, page-21
-
-
- There are more pages in this discussion • 81 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 TMT (ASX) to my watchlist
Currently unlisted public company.
The Watchlist
1CG
ONE CLICK GROUP LIMITED
Mark Waller, MD
Mark Waller
MD
Previous Video
Next Video
SPONSORED BY The Market Online