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
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$3.48 |
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Mkt cap ! $974.1M | |||
| Open | High | Low | Value | Volume |
| $3.49 | $3.53 | $3.47 | $1.583M | 453.4K |
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| No. | Vol. | Price($) |
|---|---|---|
| 1 | 2000 | $3.47 |
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| Price($) | Vol. | No. |
|---|---|---|
| $3.51 | 413 | 1 |
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