At $2 MNS has a MC of maybe $1B.
SYR had a MC of upwards of $1.5B not long ago with about
15% of production locked into offtake.
If we can lock in 80% plus of our expected production peak
which would be 5 times SYR and at a better IRR (I think) you would have to think fair value would lie well upwards of $3, over the time period towards that production date
once dilution is kept to a minimum.......
So good to see blue ocean reiterating the offtakes will be sealed this month.
You would have to think there are a few wink wink nudge nudges behind this
newly updated report otherwise there is absolutely nothing new in there which makes no sense to release and update......
September it is then folks.
The analyst gives his details at the end of the presentations,
has anyone contacted him?
GLTAH
MNS - Top Pick In ASX Graphite Space, page-6
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