PMY - Take a RIDE in MY SILVER MACHINE, page-81

Dear @goldbear77 I am really interested in exploring your train of thought here. It is clear that there remains a massive gap between the MC of PMY and its true value. A first step would be to have the market value the Pb component so that at least the MC is relatively speaking more on par with IVR and SVL. (I note that MYL has the same "image" problem).

I would like to take your numbers but need, if you do not mind, your help to get the OPEX per tonne for each company. You already have provided the CAPEX estimates before.

I think then if we graph against other metrics like EV we will be able to display visually the GAP.

I am going to have a look at your charts with Revenue estimates as well, to see if this helps.

Any other ideas we can work with are welcome.

Best

V