Nice analysis Phill. How'd you go with your ruler running?
I haven't dug into competitors, but I am a USL investor. How I'm reading this is USL have high grades, a high proportion of PMs, and seemingly undervalued versus the direct peer you cited, however potentially overpriced versus BML, MMA and RDM- noting their higher relative proportions of BMs.
The last two green rows seem to be sensitivities, but I'm not 100% of the rationale you used. Can you explain them?
USL Comparison with Peers, page-2
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Last
16.5¢ |
Change
-0.010(5.71%) |
Mkt cap ! $57.93M | |||
| Open | High | Low | Value | Volume |
| 17.5¢ | 17.5¢ | 16.5¢ | $139.6K | 818.7K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 99982 | 16.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 17.5¢ | 15681 | 1 |
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| Last trade - 16.10pm 06/09/2024 (20 minute delay) ? |
| USL (ASX) Chart |