Would you mind reviewing my numbers to clarify where I'm being unreasonable? My average case for MLX sees an EBITDA/Share of ~$0.02, therefore buying at current prices means price-EBITDA of ~18 (way too high) - keep in mind that I even gave Renison an extra 1.25kt of Tin, which is highly generous considering their FY19 production guidance is 8kt:
At those prices, surely one would think an price-EBITDA of ~7 would be more fair, hence $0.15? Keep in mind Cu has only reached >$10k/t ONCE, and tin >$24k/t ~4 times in the last 16 years...
Would you mind reviewing my numbers to clarify where I'm being...
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Last
43.5¢ |
Change
-0.020(4.40%) |
Mkt cap ! $398.7M | |||
| Open | High | Low | Value | Volume |
| 45.5¢ | 45.8¢ | 43.0¢ | $1.862M | 4.217M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 76054 | 43.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 44.0¢ | 9761 | 2 |
View Market Depth
| Last trade - 16.10pm 15/11/2024 (20 minute delay) ? |
| MLX (ASX) Chart |
