Hi Reg,
here's the background to that SWS speculation on Share Price vs Fair Value. Not sure I follow the discount rate calculation, or share their view of the Cost of Equity (seems to be 2.2% if I'm reading it right) - I think they have the wrong value in the Risk-Free Rate table cell.
I could be completely wrong on those points. And I'd love to know what assumption they're making on the timing of cash flows in 2024- 2025, which seem to make no allowance for scaleable production.
However, here's how they run their model:
Cheers,
GLTA(LT)H
Hi Reg, here's the background to that SWS speculation on Share...
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Last
$1.43 |
Change
0.030(2.15%) |
Mkt cap ! $1.621B | |||
| Open | High | Low | Value | Volume |
| $1.41 | $1.44 | $1.40 | $1.685M | 1.192M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 8 | 8214 | $1.43 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $1.43 | 25915 | 2 |
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| Last trade - 11.09am 11/11/2024 (20 minute delay) ? |
| MSB (ASX) Chart |