I am thinking it has more to do the the sum of the parts, as opposed to spot pricing.
We are transitioning into a 30k+ tonne per year miner with fantastic assets, infrastructure and transport to port facilities with a very manageable loan of $1.1 billion( which is surplus to what is needed) and most importantly NO dilution to the current shares on offer.
It is amazing the transformation from a couple of years back- pure thermal producer, 1 bill debt and 30% more shares than today. The use of funds from the temporary spike in thermal has been transformational for the company and its shareholders.
I have always thought since the announcement of the bhp mines tgat we would need to rerate to be a $10 bill company ($12 per share) purely on the sum of the assets. Time will tell.
gltah
Target $18.72, page-7757
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$7.87 |
Change
0.095(1.22%) |
Mkt cap ! $6.609B | |||
| Open | High | Low | Value | Volume |
| $7.82 | $7.95 | $7.74 | $21.45M | 2.728M |
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| No. | Vol. | Price($) |
|---|---|---|
| 27 | 13388 | $7.86 |
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| Price($) | Vol. | No. |
|---|---|---|
| $7.87 | 32122 | 40 |
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