PEM 0.00% 35.0¢ perilya limited

most undervalued zince producer

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    Cash - $82mln
    Debt - $60mln
    Production cost: net USD40c/lbs zince
    Current Zince price: $1 USD/lbs
    Margin: USD60 cents
    Target production: 55ktpa
    Gross cashflow: USD60c * 55ktpa * 2200lbs/tonnes = USD73mln or AUD78.5mln

    At 5X of gross cashflow, market cap is around $400mln or over $1.... this thing is low risk entry with potential 150% return.
 
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Currently unlisted public company.

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