WR1 7.74% 71.5¢ winsome resources limited

PMT isn't being slaughtered - its being brought back to a level...

  1. 2,879 Posts.
    lightbulb Created with Sketch. 3795
    PMT isn't being slaughtered - its being brought back to a level indicative of its LCE pricing and Capex requirements.

    Wr1 have 215 SOI at 83 = 176-54mil cash 122mil EV
    Capex for Renard ~200mil
    ETA 2028

    PMT are 750 EV, but i could be out.
    Capex 1.2billion easy. They need road south, trans tiga and Billy Diamond will not be approved.
    Cv13 is on mitissini lands, while cv5 is on chasisbi lands.
    ETA will never be 2028.

    LCE values
    WR1 $55 per tonne LCE
    PMT $197 per tonne LCE

    https://hotcopper.com.au/data/attachments/6260/6260937-87fb2416427de80c196e9e7d0b0d4ad9.jpg
    https://hotcopper.com.au/data/attachments/6260/6260957-f5cc77558e1119a30c4f869c77e394ab.jpg

 
watchlist Created with Sketch. Add WR1 (ASX) to my watchlist
(20min delay)
Last
71.5¢
Change
-0.060(7.74%)
Mkt cap ! $145.8M
Open High Low Value Volume
78.5¢ 79.5¢ 70.5¢ $1.559M 2.127M

Buyers (Bids)

No. Vol. Price($)
2 25563 71.5¢
 

Sellers (Offers)

Price($) Vol. No.
73.5¢ 3600 1
View Market Depth
Last trade - 16.10pm 25/06/2024 (20 minute delay) ?
WR1 (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.