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.
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The DFS is not fully priced in my view. If you look at the...
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$4.46 |
Change
-0.080(1.76%) |
Mkt cap ! $841.2M |
Open | High | Low | Value | Volume |
$4.54 | $4.54 | $4.41 | $515.1K | 115.4K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
10 | 5954 | $4.44 |
Sellers (Offers)
Price($) | Vol. | No. |
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$4.46 | 1382 | 7 |
View Market Depth
No. | Vol. | Price($) |
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8 | 5398 | 4.440 |
6 | 4229 | 4.430 |
6 | 5282 | 4.420 |
5 | 43130 | 4.410 |
6 | 9157 | 4.400 |
Price($) | Vol. | No. |
---|---|---|
4.460 | 2045 | 7 |
4.470 | 2035 | 5 |
4.480 | 517 | 1 |
4.490 | 600 | 1 |
4.500 | 1900 | 2 |
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