SFR 0.89% $8.35 sandfire resources limited

The company has referred to the EU introducing measures for...

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    The company has referred to the EU introducing measures for Spain and Portugal, which will decrease the power price to levels quite significantly below what SFR's updated guidance reflects (i.e. upside to SFR).

    Adding in the solar initiatives which will roll out in 2023, and I'd personally say there's zero chance that SFR temporarily suspends MATSA operations. It's still a very, very high margin operation (given the strength of copper prices).
    Last edited by Sharejon: 05/05/22
 
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