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
0.5¢ |
Change
0.000(0.00%) |
Mkt cap ! $18.56M |
Open | High | Low | Value | Volume |
0.5¢ | 0.5¢ | 0.5¢ | $7.886K | 1.577M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
62 | 36570008 | 0.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
0.6¢ | 31797705 | 26 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
62 | 36901580 | 0.005 |
32 | 22741937 | 0.004 |
21 | 17912804 | 0.003 |
12 | 15440004 | 0.002 |
10 | 15000201 | 0.001 |
Price($) | Vol. | No. |
---|---|---|
0.006 | 31797705 | 26 |
0.007 | 37806132 | 63 |
0.008 | 16871817 | 25 |
0.009 | 4788007 | 13 |
0.010 | 3289925 | 12 |
Last trade - 14.18pm 19/06/2024 (20 minute delay) ? |
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