Running the numbers against my PFS estimates, Sandfire could pay A$5.00/sh (or ~US$650M fully diluted) and still achieve a post-acquisition, post-tax IRR of around 25%. Beats the crap out of T3 and makes so much sense economically if WACC is 8-10%. Also makes too much sense strategically, taking out Adriatic secures a new flagship mine that will help transition from DeGrussa (closing '22-'23, right when Vares should go into production)
Sup Karl, page-15
-
- There are more pages in this discussion • 12 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add ADT (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$4.02 |
Change
-0.110(2.66%) |
Mkt cap ! $1.117B | |||
| Open | High | Low | Value | Volume |
| $4.04 | $4.10 | $3.91 | $3.798M | 944.8K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 250 | $3.95 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $4.09 | 2300 | 1 |
View Market Depth
| Last trade - 16.10pm 07/11/2024 (20 minute delay) ? |
| ADT (ASX) Chart |