If it is a deal with RIO for say 2Mt per annum then we would have to weigh this up with IOH as a yard stick to where AQD should settle...
IOH $85M mcap (~170M@50c fully diluted), 1.5Mt io to RIO per annum, 8.5Mt resource.
Let's assume that AQD will deliver 2Mt per annum seeing they have a resource of 37Mt (lower grade but far larger resource)...an extra 0.5Mt io delivery plus longer mine life will give AQD a premium - this is all rough and doesn't include any other assets of either company.
AQD price comparison to IOH: mcap $100M or 40c (~250M@40c fully diluted).
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Mkt cap ! $10.72M |
Open | High | Low | Value | Volume |
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5 | 923909 | 1.1¢ |
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Price($) | Vol. | No. |
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View Market Depth
No. | Vol. | Price($) |
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5 | 923909 | 0.011 |
3 | 1300000 | 0.010 |
3 | 255626 | 0.009 |
1 | 120000 | 0.008 |
2 | 214428 | 0.007 |
Price($) | Vol. | No. |
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0.013 | 154199 | 1 |
0.014 | 330300 | 2 |
0.015 | 4192746 | 2 |
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0.017 | 849998 | 3 |
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