SFR 0.94% $8.63 sandfire resources limited

Khoemacau - is SFR interested?, page-16

  1. 5,529 Posts.
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    Just a thought.

    A Khoemacau transaction will provide the basis to derive a contemporary market valuation for Motheo. The vendors have multiple bidders and high price expectations.

    Mr Market currently attaches a modest valuation to Motheo, at about invested capital. If Khoemacu is worth a lot, so is Motheo, quite apart from synergy possibilities from combining the two.

    SFR may suddenly and dramatically reprice - upward - even if Khoemacau goes elsewhere.

    Ash
 
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