$16 sp is about $2.5b mc which is imo about what the sp should be once fully funded given that the npv for the project is $4.5b and production is 18 months ish away.
true value once in production would see a sp of $25-30 based of public figures.
ideal scenario with licensing $$ stream and additional licences and tonnage from future uodated MRE’s would be $30+
ive said $16 as that is my base case for the sp uptick once all financing and pre construction milestones are met
TA ONLY, page-115
-
- 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 VUL (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$3.70 |
Change
-0.050(1.33%) |
Mkt cap ! $696.2M | |||
| Open | High | Low | Value | Volume |
| $3.73 | $3.75 | $3.70 | $670.5K | 180.6K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 7 | 27409 | $3.70 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.71 | 5698 | 2 |
View Market Depth
| Last trade - 16.10pm 06/09/2024 (20 minute delay) ? |
| VUL (ASX) Chart |