Nuh. Mining services alone worth $6B alone (conservative) say analyst based on 550 mill EBITDA now going to 1M when Onslow ramps = current MC. CR in event Onslow delayed/natural disaster ie no cash flow to repay debt. Onslow profitable at US$70 IO. High cost producers leave market at US$80 (BHP call).Equity already pricing in default to perfection
Lithium, gas for free ATM. Current market activity simply a shorting exercise on negative sentiment real or imagined, no more. Onslow delay less likely than successful ramp-up IMO. DYOR
True value around $15-$18, page-30
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Last
$30.65 |
Change
-1.550(4.81%) |
Mkt cap ! $6.023B | |||
| Open | High | Low | Value | Volume |
| $32.50 | $32.90 | $30.17 | $96.53M | 3.088M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 4976 | $30.62 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $30.67 | 11335 | 2 |
View Market Depth
| Last trade - 16.10pm 06/09/2024 (20 minute delay) ? |
| MIN (ASX) Chart |