Running discussion on SP, page-73252

Thanks for sharing @nsethi1210 , excellent analysis.


Whilst your target is hard to fathom, against the 5 train 50 year measure it is fair. I expect however the market will discoun1t heavily and it wil be a few years before we truly see the full value priced


I also think the effect of short squeeze on open will be one major catalyst. It does appear we will not trade again until all news in mining license, Northern acerage and 15 percent ownership is resolved.


Assuming the likely event it will be in our favour, the 4 percent shorted capital will exit in day 1 and it will be massive short squeeze.

I am pricing 1.90 aud at open


Thanks for your sharing your well researched analysis