This is to show how good FMG is traveling now: (All FMG numbders are my estimates)
Market Cap: BHP $134B; FMG $22B, BHP is 6 times bigger than FMG
IO:
IO Shipped: BHP 136 wmt, FMG 86 wmt
IO Revenue: US$6930M or US$50.95 / dmt ; FMG US$4443M or US$51.66 / dmt
FMG has better sale price than BHP!
Total:
Underlying EBITDA: BHP: US$9896M; FMG US$2583M, BHP is less than 4 times of FMG
NPAT: BHP US$3.2B; FMG: US$1.2B, BHP only 2.6 times more than FMG.
Dividend: BHP: US40c or 66% payout ratio; FMG???
Now:
RIO - 70% payout ratio (dividend + buyback)
BHP - 66% (dividend)
FMG surely will have to match the big 2..... 70% is US28c or 37c per share.
Can't wait for the report tomorrow morning.
DYOR.
Frank.
Iron Ore Price, page-19310
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Last
$20.68 |
Change
0.580(2.89%) |
Mkt cap ! $63.67B | |||
| Open | High | Low | Value | Volume |
| $21.26 | $21.59 | $20.48 | $371.6M | 17.83M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 17519 | $20.67 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $20.69 | 1250 | 2 |
View Market Depth
| Last trade - 16.10pm 30/09/2024 (20 minute delay) ? |
| FMG (ASX) Chart |