Cathie Wood at ArK values a company as the risk adjusted NPV of future cashflows. On that basis TLG could easily be valued at usd10Bn.
Often there is a discount against Scoping or PFS NPV for execution risk. Although they have used 8% cost of capital which is excessive.
TLG is under the radar, undervalued and the management team clearly understand the situation.
All hold large positions. I fully expect a very substantial rerate this year. To quote MT, "the next 6 to 12 months will be the most transformative in the history of the business"
When I expect TLG to trade at a premium to its NPV.
TLG - Media, page-937
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Last
54.8¢ |
Change
-0.008(1.35%) |
Mkt cap ! $211.7M | |||
| Open | High | Low | Value | Volume |
| 56.0¢ | 56.5¢ | 54.0¢ | $195.9K | 355.0K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 10 | 11528 | 54.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 55.0¢ | 5684 | 7 |
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| Last trade - 13.29pm 15/07/2024 (20 minute delay) ? |
| TLG (ASX) Chart |