Value Investors' Sell Price, page-18

Ok then. yes, it seems the PE ratio in 2018 was only around 9, even lower. RIO generally trades on PE ratio of 11 and BHP around 13. It seems market fears one commodity company, relatively low margins and commodity price sensitivity. i don't know

for FY18, they received $40.51/t tonne, with COGS of $21.56/t then subtract admin, deprec, tax, etc. net profit after tax was US$6.35/t or net profit margin of 16%

what i would sell for, i won't say (because I don't like posting things like that). but i am not prepared to go short yet. i only checked out FMG today

depending on Brazil, lots of extra cash for 2019 and 2020 calendar years. my calcs speculate $4.10 in extra earnings per share combined for those two years if average revenue is $85/t and $70/t; which Twiggy will obviously pay a good portion of it in special dividends.

long term 220Mtpa at $45/t, i get A$0.86 cents EPS. then add the extra cash for 2019 & 2020.

Citi say iron ore will spike July to Sept but it all depends on Brazil and supply & demand

best wishes with FMG. glad to see the share price improved from 2018