In terms of bets, I like NVX.
A very simplistic valuation, assuming NVX reach their goal of 150k by 2030, no hiccups, taking out all macroeconomic factors and assuming a sale price of around $9k per tonne then the valuation would look something like this:
Problem is, taking out all the risk would mean the share price would already be up to half of that. Insert the risk and it's priced about right at this point in time.
Interested in seeing your workings too.
Valuation 2030, page-12
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Last
88.0¢ |
Change
0.030(3.53%) |
Mkt cap ! $430.2M | |||
| Open | High | Low | Value | Volume |
| 84.5¢ | 92.5¢ | 84.5¢ | $4.819M | 5.405M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 1472 | 87.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 88.0¢ | 76245 | 5 |
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| Last trade - 16.10pm 17/05/2024 (20 minute delay) ? |
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Last
88.0¢ |
Change
0.030 ( 4.02 %) |
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| Open | High | Low | Volume | ||
| 84.5¢ | 92.0¢ | 84.5¢ | 1089637 | ||
| Last updated 15.59pm 17/05/2024 ? | |||||
| NVX (ASX) Chart |