Hmm interesting stuff, I don't know how market values this so much lower than CHN, if you are just looking at 3E PGM numbers, POD is higher grade.
POD's resource currently sits at 143Mt containing,
-0.64 Pt -0.52Pd -0.07Au for 1.23g/t 3E
(note it's 6 Moz for 5E, but when just looking at 3E take away 5.34% (taking away the 0.07g for the Ir and Rh) and it's just under 5.7Moz)
CHN's Gonneville
-0.15 Pt -0.7 Pd - 0.03Au for 0.88g/t 3E for 16Moz
Rough calculations for cost per Moz
POD @ 13m MC (Roughly 2.3m per Moz for 3E PGMs)
- 9m EV (Roughly 1.6m per Moz)
CHN @ 392m MC (Roughly 24.5m per Moz for 3E PGMs)
- 281m EV (Roughly 17.6m per Moz)
Of course CHN has location advantage being near Perth, but don't think it justifies such a higher market Cap.
- Forums
- ASX - By Stock
- Record Platinum deficit 23/24 -POD AUS largest Plat resource
Hmm interesting stuff, I don't know how market values this so...
-
-
- There are more pages in this discussion • 98 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add POD (ASX) to my watchlist
|
|||||
Last
3.2¢ |
Change
0.000(0.00%) |
Mkt cap ! $14.55M |
Open | High | Low | Value | Volume |
3.2¢ | 3.2¢ | 3.2¢ | $1.377K | 43.03K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 101250 | 3.1¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
3.2¢ | 31259 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 101250 | 0.031 |
5 | 952107 | 0.030 |
1 | 79392 | 0.026 |
2 | 324000 | 0.025 |
1 | 35000 | 0.023 |
Price($) | Vol. | No. |
---|---|---|
0.032 | 31259 | 1 |
0.034 | 27140 | 2 |
0.037 | 54909 | 2 |
0.039 | 61010 | 2 |
0.040 | 10028 | 2 |
Last trade - 12.02pm 25/06/2024 (20 minute delay) ? |
Featured News
POD (ASX) Chart |