A40
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0.00% 8.2¢ alliance mineral assets limited

Significantly undervalued, CY20e EV/EBITDA of 1.2x, page-17

  1. Haplo
    11,447 Posts.
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    04/02/19
    12:32
    Post #: 37321357
    If anything, I would like management to kick up the PR machine on future growth options.

    Stage 1 and 2 will soon be locked up again. Almost no noise on DMS2 which I'd expect will be the selling point for a refinery option.

    Spod prices may be soft at the moment but that doesn't mean the majors are taking a back seat to lock up supply.

    Haplo
    A40 Price at posting: 17.0¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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