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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Last
0.4¢ |
Change
-0.001(12.5%) |
Mkt cap ! $14.85M |
Open | High | Low | Value | Volume |
0.3¢ | 0.4¢ | 0.3¢ | $4.76K | 1.539M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
113 | 76295872 | 0.3¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
0.4¢ | 799993 | 11 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
113 | 76295872 | 0.003 |
39 | 65635935 | 0.002 |
21 | 84793752 | 0.001 |
0 | 0 | 0.000 |
0 | 0 | 0.000 |
Price($) | Vol. | No. |
---|---|---|
0.004 | 799993 | 11 |
0.005 | 25743318 | 23 |
0.006 | 13369000 | 13 |
0.007 | 13318277 | 10 |
0.008 | 2300000 | 2 |
Last trade - 11.29am 30/08/2024 (20 minute delay) ? |
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