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No, the Cost of Equity is 6.24%, working off S&P Global's Equity...

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Phaedrus

1,389 Posts.

2993

28/04/24

14:32

Post #: 73543778
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Originally posted by Phaedrus: ↑

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

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No, the Cost of Equity is 6.24%, working off S&P Global's Equity Risk Premium number of 4.6%.

OK, but the Risk-Free Rate jumps somehow from 2.2% to 2.16% in the middle of the Discount rate calculation. Not sure what's going on there.

Cheers

MSB Price at posting: 93.0¢ Sentiment: Buy Disclosure: Held
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(20min delay)
Last $1.18		Change 0.030(2.61%)		Mkt cap ! $1.338B

Open	High	Low	Value	Volume
$1.14	$1.19	$1.14	$9.588M	8.196M

Buyers (Bids)

No.	Vol.	Price($)
5	113915	$1.17

Sellers (Offers)

Price($)	Vol.	No.
$1.18	81953	8

View Market Depth

No.	Vol.	Price($)
5	113915	1.170
4	287705	1.165
1	40000	1.160
5	95138	1.155
8	102840	1.150

Price($)	Vol.	No.
1.180	81953	8
1.185	47000	2
1.190	112367	13
1.195	120538	12
1.200	477811	49

Last trade - 16.10pm 23/05/2024 (20 minute delay)


Last $1.18			Change 0.030 ( 2.82 %)
Open	High		Low	Volume
$1.14	$1.20		$1.14	1665531
Last updated 15.59pm 23/05/2024 ?

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