The DFS is not fully priced in my view. If you look at the performance of lithium players - large and small - they are up between 25%-90% since early November or by c45% on average. We are up c82%; meaning we ve risen by 38% in excess of the sector’s performance. Does that mean the DFS is priced in? Trading just above 2 it isn’t. VUL is still cheaper than EMH on a resource multiple basis; and at a fraction of of those with offtakes/partnerships like Bacanora or Piedmont; and I wouldn’t exclude a massive USD2bn NPV to be unveiled for the Vulcan resource. Furthermore, a premium valuation will at some point need to be applied for zero carbon.
VUL megathread, page-676
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$4.54 |
Change
-0.110(2.37%) |
Mkt cap ! $854.3M | |||
| Open | High | Low | Value | Volume |
| $4.68 | $4.81 | $4.51 | $2.401M | 515.7K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 6000 | $4.52 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $4.56 | 1560 | 1 |
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| Last trade - 16.10pm 12/07/2024 (20 minute delay) ? |
| VUL (ASX) Chart |