Thought we should do something useful in this interesting period.
So Iron Ore has surged to roughly $210 per tonne.
We own at least 250m tonnes
1. NPV has got to be over a $Bb, we will only get a small % , say 10% .
2. Gross value is 52.5Bn ish , let's take 1%
3. I have no idea. But clearly LKAB next door would value it highly due to synergies.
Any idea what that value might be. I did some calculations, they were outrageous. So rather than embarrass myself, I thought I would ask the question, anyone?
A decent size deal would limit dilution massively
Iron Ore Sale - Valuation
-
- There are more pages in this discussion • 38 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 TLG (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
55.5¢ |
Change
0.010(1.83%) |
Mkt cap ! $214.5M | |||
| Open | High | Low | Value | Volume |
| 54.0¢ | 56.5¢ | 53.8¢ | $162.1K | 294.2K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 8 | 34243 | 55.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 56.0¢ | 11299 | 8 |
View Market Depth
| Last trade - 15.30pm 12/07/2024 (20 minute delay) ? |
| TLG (ASX) Chart |