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$5.28 galaxy resources limited

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XForceOne

1,374 Posts.

76

04/08/20

19:17

Post #: 46300327
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Originally posted by Mturns: ↑

So I'm interested to hear people's thoughts on what value they anticipate GXY would be under the following scenario:

- SDV and James Bay operational in line with current guidance on timing
- All 3 resources fully owned and funded by GXY
- All 3 resources contain current indicated reserves
- Qualities in line with guidance
- Operational costs for the 3 resources in line with guidance
- No additional reserves discovered at the 3 resources
- Spod (5-6%) pricing finds a consistent level around $650 (or LCE equivalent)

Basically I'm intrigued to see what SP price people think GXY will achieve based on the company delivering on their commitments and with pricing going back to reasonable long term levels. Justifications for any valuations would definitely add to the value of this thread!

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Three months ago I valued GXY at $1.4 as per NPV. But that must be higher now with all the news since then. It's all down to spod price from here on

Last edited by XForceOne: 04/08/20

GXY Price at posting: $1.18 Sentiment: Buy Disclosure: Held
3 Upvote

0 Great analysis

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