it has been a while since i looked at others, but AJM has always looked to have the best market cap/future EBITDA/NPAT to me. This is based on the unpriced upside coming from resource upgrades, production upgrades and extremely good economics on their mine - worst case 1.7yr payback, probably more like 1 yr payback based on current market price for spod. Debt for the mine will be paid off in 2 yrs then massive profits kick.
best value fundamentaly in Pilgangoora, page-6
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