A40 0.00% 8.2¢ alliance mineral assets limited

Significantly undervalued, CY20e EV/EBITDA of 1.2x, page-55

  1. 1,641 Posts.
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    Thanks for the heads up @el Jefe.

    EPSL's port charges:  http://www.epsl.com.au/charges.asp

    I've had a very quick look at it, and I think the equivalent price net of port costs for a 10kt vessel would be about US$770.

    Assuming $750k for shipping and insurance, and the equivalent price for a 10kt vessel is probably somewhere around US$690 to US$700.

    Thats assuming similar grade and negotiations. If Bald Hill really is a premium product, I would expect a price higher than US$700 compared to Mt Marion.

    Cheers
 
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