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.
- Forums
- ASX - By Stock
- VUL megathread
The DFS is not fully priced in my view. If you look at the...
-
- There are more pages in this discussion • 6,901 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add VUL (ASX) to my watchlist
(20min delay)
|
|||||
Last
$4.50 |
Change
-0.040(0.88%) |
Mkt cap ! $841.2M |
Open | High | Low | Value | Volume |
$4.54 | $4.54 | $4.41 | $578.4K | 129.5K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
4 | 574 | $4.49 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$4.50 | 453 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 6 | 4.470 |
6 | 2492 | 4.460 |
5 | 5597 | 4.450 |
4 | 11811 | 4.440 |
5 | 3668 | 4.430 |
Price($) | Vol. | No. |
---|---|---|
4.490 | 1300 | 3 |
4.500 | 2632 | 5 |
4.510 | 4106 | 5 |
4.520 | 1781 | 1 |
4.530 | 258 | 1 |
Last trade - 12.10pm 15/07/2024 (20 minute delay) ? |
Featured News
VUL (ASX) Chart |