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
-
- There are more pages in this discussion • 15,242 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 TLG (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
55.5¢ |
Change
0.000(0.00%) |
Mkt cap ! $210.7M | |||
| Open | High | Low | Value | Volume |
| 0.0¢ | 0.0¢ | 0.0¢ | $0 | 0 |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 4 | 11697 | 56.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 54.5¢ | 186 | 1 |
View Market Depth
| Last trade - 09.28am 15/07/2024 (20 minute delay) ? |
| TLG (ASX) Chart |
Day chart unavailable