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.
I was slightly more bearish and going with maybe a $25m cash...
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Last
18.5¢ |
Change
0.005(2.78%) |
Mkt cap ! $312.9M | |||
| Open | High | Low | Value | Volume |
| 18.0¢ | 19.0¢ | 18.0¢ | $221.0K | 1.200M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 6 | 416044 | 18.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 19.0¢ | 698759 | 9 |
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