OAR 25.0% 0.2¢ oar resources limited

OAR graphite scoping study, crazy cheap valuations

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    https://www.asx.com.au/asxpdf/20151211/pdf/433qjx0ycknn07.pdf

    As you can see, NPV is $170m for a 3 year mine from 2015 prices, graphite prices are much higher now so NPV is closer to $300m. Can be higher/lower depending on what 'basket' prices you use. NPV will also be higher if as assume a mine life of 10 years.

    Right now we are trading at 6% of our 3 year NPV which is just ridiculously cheap imo

    The project is well advanced, our neighbour $RNU is building a processing plant nearby and have a mc of $600m. There were 1c no too long ago

    50% of our 3 year NPV gives us a valuation of $150m, or a share price of 6.7c. (7.5x our current share price)

    Our new CEO looks to be shifting the company's focus primarily to graphite/battery minerals.

    GLTAH

    https://hotcopper.com.au/data/attachments/4295/4295191-c3a6b569ff291b1cb12101b08d1af740.jpg
    https://hotcopper.com.au/data/attachments/4295/4295194-3bf3d89c73cf7fe0ae201108c44a794f.jpg
    https://hotcopper.com.au/data/attachments/4295/4295197-48ecef524bb2c52d0d6fceba1d116153.jpg


 
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