I was slightly more bearish and going with maybe a $25m cash burn this FY. Would put cash at $90m and EV at $160m at current share price. In order to bring on a mine that has an NPV of A$300-400m at spot (this is inclusive of capex which will be already spent). So from the end of this FY we actually have a discounted CF of likely >A$500m + Peak + Hera Infra + Great Cobar, Nymagee etc etc.
So trading at <0.3x NAV 12 months out is expensive. Right....
Anyways. If you guys want to sell it a bit lower for me in the short term that would be fine.
Sell out, page-8
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18.0¢ |
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Mkt cap ! $304.4M | |||
| Open | High | Low | Value | Volume |
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|---|---|---|
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