concur me parleycross !
imho - ORG is "worth" >> $7/share ........assuming 40-50 OP.....
mr market basically has fy16 25cps EPS, FY17 eps - 35+.
fy18 > 45.....and every 10 chg in OP is >200m net to ORG ...so roughly > $1/share......
then, in 2022 - the MRCPS will get refied (much like North west shelf debt refi) ......and up to $3.50 could come back to ORG ......
despite the share price move ......there is still plenty of upside (and still excel leverage to OP as this is a long dated project).
the next 1/4ly should highlight the "strength" in ORG csm production !
all imho
rgds
V_H
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Last
$10.34 |
Change
0.020(0.19%) |
Mkt cap ! $17.81B | |||
| Open | High | Low | Value | Volume |
| $10.19 | $10.43 | $10.15 | $55.39M | 5.359M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 9387 | $10.32 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $10.36 | 18599 | 6 |
View Market Depth
| Last trade - 16.10pm 04/10/2024 (20 minute delay) ? |
| ORG (ASX) Chart |