POS
3.5MTpa processing power
5 prior working mines & 2 large plants in very good condition
no trucking needed as both plants next to mines except Windarra
average grade of 2.2%
U$16,000 perT
margins 10%-50% depending on NP
U$1,232Mpa revenues = A$1.7B pa revenues
cash of $68M and CN debt of $21M (convertable or not)
AF/Squadron/Minderoo hold 19.7%
TO bid by BMM at 6.0c failed, blocked by AF & BOD
AGO
15MTpa IO
AGO with 5 mines, no processing plants, trucking model, no rail
Margin of 3%
@ U$60 perT
revenues of A$970M,
cash of $20M and secured bond debt of $130M
TO bid by Gina A$430M succeeded
AF/FMG pulled the plug on their 19.9% holding for a paltry $5M gain
If AGO was worth $430M to Gina,
At half the revenues, a quarter of the cash, a fifth of the margins, 6 times more debt at worse terms without any large processing plants next to mine,
then whats POS worth to BMM or AF upon full production?
$430M or $1B or $110M as now?
Im not an expert so maybe you guys can let me know?
looking interesting?
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Change
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Mkt cap ! $18.56M |
Open | High | Low | Value | Volume |
0.5¢ | 0.6¢ | 0.5¢ | $72.21K | 14.43M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
45 | 20637007 | 0.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
0.6¢ | 35270472 | 31 |
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No. | Vol. | Price($) |
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45 | 20637007 | 0.005 |
36 | 24053217 | 0.004 |
21 | 18348677 | 0.003 |
11 | 10949980 | 0.002 |
11 | 14400201 | 0.001 |
Price($) | Vol. | No. |
---|---|---|
0.006 | 35270472 | 31 |
0.007 | 39783087 | 55 |
0.008 | 15372898 | 21 |
0.009 | 4788007 | 13 |
0.010 | 3037215 | 8 |
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