Australia's largest stock trading and investment forum Australia's #1 stock forum

SFX

3.39%

28.5¢ sheffield resources limited

Apologies, the link I included above was for the earlier report...

First 2 Last

Share
Profile

Follow
Franpower

204 Posts.

413

12/04/22

18:09

Post #: 60814149
Share

Originally posted by Franpower: ↑

Hi All,

Below is the link which takes you to the latest Bridge Street Capital, SFX research report ($2.00 per share price target)
https://www.sheffieldresources.com.au/site/PDF/617155bc-8287-4042-a8fb-9a6e8dc67554/BridgeStreetCapitalResearchReportThere is a very interesting comparison in the report between STA's 100% share of the Coburn project and SFX's 50% share of Thunderbird. The unlocked value in SFX (if the STA market capitalisation is anything to go by) is undeniable (subject to debt funding being secured).

Note the comparison of the difference in production costs between the two projects, the production cost estimates for TB seem to be conservative and there's room for higher than forecast margins to be achieved. We also need to consider whether the Coburn cost estimates may be overly optimistic.

Also of interest is the placing of a spotlight on the potential of SFX (KMS) to unlock further value by accelerating Stage 2 development.
Also note the section which references the hidden potential of the SFX (KMS) exploration ground, extensions to Thunderbird, Night Train as a stand alone project and others.

I'm sure other valuable input will follow from other well educated forum regulars.

Expand

Apologies, the link I included above was for the earlier report published in March.

Here is the link to the latest report I referenced in my previous comment on this thread.

https://www.sheffieldresources.com.au/site/PDF/d7956f6f-d8c0-42ad-8c44-b1660adec3e0/BridgeStreetCapitalResearchReport

SFX Price at posting: 59.0¢ Sentiment: Buy Disclosure: Held
3 Upvote

1 Great analysis

Reply

Top Stories

TLG

Talga Group wins key permit for flagship graphite mine in Sweden

NVU

Nanoveu surges 10% after benchmark testing for new AI chip begins

MKT

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

M4M

Macro, Norden set up transport solutions initiative for West Pilbara

Week 42 Wrap: HotCopper's top picks; new ASX 200 record; world yawns at war

MTH

Mithril's drilling in Mexico picks up silver at 997g/t, gold at 28g/t

What's causing the cost-of-living crisis, and how to navigate it

IRX

InhaleRX snags $38.5M in funding from VC biotech funder Clendon

SWP

Swoop lobs $18M offer at microcap telecom Vonex – in which it holds 19.9%

SNX

Sierra Nevada raises $2M for silver exploration at Blackhawk

There are more pages in this discussion • 17 more messages in this thread...

First 2 Last

Add SFX (ASX) to my watchlist

(20min delay)
Last 28.5¢		Change -0.010(3.39%)		Mkt cap ! $112.5M

Open	High	Low	Value	Volume
29.5¢	29.5¢	28.5¢	$15.55K	53.46K

Buyers (Bids)

No.	Vol.	Price($)
2	30727	28.5¢

Sellers (Offers)

Price($)	Vol.	No.
30.5¢	134672	2

View Market Depth

No.	Vol.	Price($)
2	30727	0.285
6	12830	0.280
1	50000	0.275
1	50000	0.265
1	1000	0.260

Price($)	Vol.	No.
0.305	19672	1
0.310	810596	2
0.320	97149	3
0.330	51540	1
0.335	40000	1

Last trade - 15.45pm 18/10/2024 (20 minute delay)

SFX (ASX) Chart

Apologies, the link I included above was for the earlier report...

Talga Group wins key permit for flagship graphite mine in Sweden

Nanoveu surges 10% after benchmark testing for new AI chip begins

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

Macro, Norden set up transport solutions initiative for West Pilbara

Week 42 Wrap: HotCopper's top picks; new ASX 200 record; world yawns at war

Mithril's drilling in Mexico picks up silver at 997g/t, gold at 28g/t

What's causing the cost-of-living crisis, and how to navigate it

InhaleRX snags $38.5M in funding from VC biotech funder Clendon

Swoop lobs $18M offer at microcap telecom Vonex – in which it holds 19.9%

Sierra Nevada raises $2M for silver exploration at Blackhawk

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Apologies, the link I included above was for the earlier report...

Top Stories

Talga Group wins key permit for flagship graphite mine in Sweden

Nanoveu surges 10% after benchmark testing for new AI chip begins

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

Macro, Norden set up transport solutions initiative for West Pilbara

Week 42 Wrap: HotCopper's top picks; new ASX 200 record; world yawns at war

Mithril's drilling in Mexico picks up silver at 997g/t, gold at 28g/t

What's causing the cost-of-living crisis, and how to navigate it

InhaleRX snags $38.5M in funding from VC biotech funder Clendon

Swoop lobs $18M offer at microcap telecom Vonex – in which it holds 19.9%

Sierra Nevada raises $2M for silver exploration at Blackhawk

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News