Always difficult to make a comment without knowing the underlying assumptions. They are estimating g net cash generation of circa $300m pa from 2025/26 - if it’s a sensible estimate, then SPR is on a forward circa 50% cash flow yield based on current MC.
That makes the current SP look absurdly cheap. If they assume a POG of $3,500 that implies an AIC of $1,500 - or are they assuming a higher POG as that AIC looks far too low.
If they turn out to be anywhere close to being right then SPR is in for huge upside.
POG, page-66
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Last
$1.05 |
Change
0.070(7.14%) |
Mkt cap ! $1.162B | |||
| Open | High | Low | Value | Volume |
| $1.00 | $1.07 | $1.00 | $8.386M | 8.107M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 2800 | $1.05 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $1.05 | 15204 | 2 |
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| Last trade - 16.10pm 12/07/2024 (20 minute delay) ? |
| SPR (ASX) Chart |