ASX 1.58% $64.41 asx limited

ERA1. Strong demand (& growing) for product + little additional...

  1. 2,572 Posts.
    ERA

    1. Strong demand (& growing) for product + little additional market place competition for at least 5 years = stable or increasing commodity price
    2. ERA still adding to resources
    3. Contract price re-setting (from current $16 / lb to $60 or higher) = huge scope for re-rating of financial performance
    4. Company of a size that is of interest (market cap $3.5b)
    5. Mature company ... easy to manage
    Backward vertical integration fit for potential predator companies like The Carlyle Group
 
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