SMR 2.44% $3.16 stanmore resources limited

note current cap takes this into account. Say $250 guidance,...

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    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...
    Last edited by cobrakai1984: 21/06/22
 
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