ripper Xgenesis, I was going to suggest you throw your model in the mix here - it s is more of a bottom up approach than mine and was what got me keen to do something similar for a brand range of metal prices
I've noted your point about capex on 2.25Mt from previous posts - for now I am taking a pretty conservative view on that in my posts here, simply to pre-empt the inevitable comments around historical cost blow outs etc on HPAL. At the moment I've got $900m US $1.2b AUS for 2.25Mt scenario. But shouldn't have to wait long now for the official view on that from ARL
Valuations for ARL - FA only., page-7
-
- There are more pages in this discussion • 36 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add ARL (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
43.0¢ |
Change
-0.005(1.15%) |
Mkt cap ! $85.86M | |||
| Open | High | Low | Value | Volume |
| 43.5¢ | 43.5¢ | 43.0¢ | $2.016K | 4.648K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 2200 | 44.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 44.5¢ | 220 | 1 |
View Market Depth
| Last trade - 10.20am 04/09/2024 (20 minute delay) ? |
| ARL (ASX) Chart |