Significantly undervalued, CY20e EV/EBITDA of 1.2x, page-33

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Henry Walton

416 Posts.

731

04/02/19

21:56

Post #: 37328099
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Originally posted by !Tag ↑

Originally posted by unicrumba
It appears JohnW has gone a bit quiet...maybe finally realized that bypassing a BFS and saving all those $$ and going straight into building the mine which in turn resulted in A40 having a very low debt arrangement = very little interest to repay + this helped to keep the SOI under control = which will eventually mean better ROI for current holders.

Happy days are in sight...Quality Li Concentrate will be needed...ROW Car Manufacturers will start to invest in their own Li converter plants sooner or later, way too risky to be relying on China for such a crucial product...it is also evident that quality Li concentrate can't be produced for peanuts = the price for quality Li will have to go up to ensure enough supply...A40 played this to perfection..starting on low debt...by 2020 we will be producing
some serious quantities and I dare say demand will only go up and thanks to the dive in Li price during 2018 and still too low today...this will ensure a nice delay in new project being financed = supply/demand pendulum will swing in our favour just on time.

All IMO
John W found his missing shares, sold up and moved on. He posted about it the other day.

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Yes he long lost his SGX shares, eventually found them on the ASX apparently what an incredible tale.

Lets just skimp over that what his claiming is actually impossible and be thankful we don't have to hear about his lost shares anymore.

A40 Price at posting: 17.0¢ Sentiment: Buy Disclosure: Held
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Significantly undervalued, CY20e EV/EBITDA of 1.2x, page-33

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Dale Gillham's weekly wrap: Sigma-Chemist Warehouse merger creates pharma powerhouse

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Week 47 Wrap: HotCopper users' most watched; Brent lifts on Putin's scary letter; RFK dents CSL

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