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
- Forums
- ASX - General
- so who is the next big private equity target....
ERA1. Strong demand (& growing) for product + little additional...
-
- There are more pages in this discussion • 2 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 ASX (ASX) to my watchlist
|
|||||
Last
$64.41 |
Change
1.000(1.58%) |
Mkt cap ! $12.48B |
Open | High | Low | Value | Volume |
$63.49 | $64.41 | $63.39 | $28.91M | 451.5K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 18000 | $64.25 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$64.43 | 629 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 500 | 63.950 |
1 | 12 | 63.400 |
1 | 40 | 62.960 |
1 | 175 | 62.950 |
2 | 100 | 62.870 |
Price($) | Vol. | No. |
---|---|---|
64.430 | 629 | 1 |
64.490 | 171 | 1 |
64.500 | 8566 | 5 |
64.650 | 154 | 1 |
64.700 | 246 | 1 |
Last trade - 16.10pm 12/07/2024 (20 minute delay) ? |
Featured News
ASX (ASX) Chart |