VUL 7.26% $3.40 vulcan energy resources limited

VUL megathread, page-94

  1. 839 Posts.
    lightbulb Created with Sketch. 246

    If you are LT I think part of your DD is to find data to base future valuations on. Pump and dump is just short term trader talk to me. Like when the movie your streaming on the NBN goes into stutter mode. It finally shakes it off and you get to the end of the movie but have long forgotten the stutter.

    I have seen the 5 dollar talk a bit lately as well, but I see it as based on research. Alster’s report mentions it in their dilution projections (screenshot of dilution page below).

    Their projection is after dilution from CAPEX, share price should be around 3 in 2024. I’m reading that as worst case i.e. CAPEX funded from full shareholder CR.

    Northvolt got a very helpful hand up to fund their gigafactory

    https://renewablesnow.com/news/germany-provides-usd-525m-loan-guarantee-to-northvolt-710351/


    Now imagine if VUL got a similar loan guarantee for their CAPEX. This could reduce dilution down to say, 160 M shares ?

    That could rerate 2024 share price to around 9?


    Lots of ifs… and I know Northvolt have already raised heaps, but it’s more than just numbers plucked out of someone’s arse.

    So yes, I’m very LT on this stock and counting on a dividendstream well into my retirement.

    GLTAH and HAGWE



    https://hotcopper.com.au/data/attachments/2545/2545472-bacc89922f1fb05d13431f7300dc481c.jpg

 
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Last
$3.40
Change
0.230(7.26%)
Mkt cap ! $585.0M
Open High Low Value Volume
$3.47 $3.58 $3.30 $3.037M 882.7K

Buyers (Bids)

No. Vol. Price($)
1 2940 $3.40
 

Sellers (Offers)

Price($) Vol. No.
$3.42 2527 1
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Last trade - 16.10pm 03/05/2024 (20 minute delay) ?
Last
$3.40
  Change
0.230 ( 7.00 %)
Open High Low Volume
$3.55 $3.55 $3.30 87330
Last updated 15.59pm 03/05/2024 ?
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