GWR 3.49% 8.3¢ gwr group limited

massively undervalued, page-109

  1. 455 Posts.
    lightbulb Created with Sketch. 68
    based on last qtr results, probably us$125.
    but given that last qtr included prep cost for stage 2 and stage 2 crushing equipment, along with increased steady state production now being achieved in July, best guess is a C1 reduction, $10/t profit guesstimate us$100.
    even at the current pullback prices, us$170 provides significant cashflow and profit.
 
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