note current cap takes this into account. Say $250 guidance, royalties increase by say $30-40 a tonne. So net will be $215-220ish from prior $250. $100x margin(cost say around $110-115 a tonne) x 13mt still $1.3bn ebitda in usd, $1.8bn in aud x 80pc ownership 1.45bn odd . market cap $1.8bn todays close plus $1bn in debt is $2.8bn eV. Total EV/ebitda is still under 2x. The debt level might have gone down a bit by december, so its still cheaply priced...
Increase in Queensland Royalties, page-27
-
- There are more pages in this discussion • 13 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add SMR (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$3.23 |
Change
0.060(1.89%) |
Mkt cap ! $2.911B | |||
| Open | High | Low | Value | Volume |
| $3.29 | $3.32 | $3.23 | $4.785M | 1.466M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 4 | 15200 | $3.22 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.26 | 1753 | 1 |
View Market Depth
| Last trade - 16.10pm 16/08/2024 (20 minute delay) ? |
| SMR (ASX) Chart |