There is a tremendous margin of safety on this company at current prices.
Discount the MCC $80m to $60m, discount Marampa and the other African iron ore assets, discount the mark-to-market of the equities held - and you still get a price double the current mcap.
The market can undervalue CFE whilst there is uncertainty about the value of their assets and receivables. However, once these assets are monetized and the value is crystalised ... well, the market will be forced to rerate CFE.
Monetization of Assets > Share Price Rerating > Capital Return. Just a matter of time...
Yaq
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Last
5.9¢ |
Change
-0.004(6.35%) |
Mkt cap ! $64.98M | |||
| Open | High | Low | Value | Volume |
| 6.0¢ | 6.3¢ | 5.9¢ | $369.1K | 6.131M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 215402 | 5.9¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 6.0¢ | 215823 | 1 |
View Market Depth
| Last trade - 15.32pm 17/07/2025 (20 minute delay) ? |
| CLE (ASX) Chart |