Starting to look at some international comparisons.
Came across Crystal Peak Minerals in the US
Resource size: 30mT SoP
Production target: 300,000 t/pa
Capex: US$378m
Mkt Cap: US$75m -> ~A$100m
Crystal Peak has lower resource size, higher capex, yet is double RWD's mkt cap
Another example of RWD trading cheap.
Crystal Peak's latest presentation from 2nd March 2017 shows none of the other Aussie potash hopefuls except LD for the lowest capex cost - see pg 10
http://crystalpeakminerals.com/site/wp-content/uploads/pdf/CPM_Investor_Presentation_2017_Q1.pdf
Interesting that EMR is invested in Crystal Peak , they have invested in HFR I think?
Also 65% of the project is expected to be funded via debt, so should minimise dilution.
RWD Peer Analysis, page-20
-
- There are more pages in this discussion • 144 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add RWD (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
7.0¢ |
Change
-0.010(12.5%) |
Mkt cap ! $9.114M | |||
| Open | High | Low | Value | Volume |
| 7.5¢ | 7.5¢ | 7.0¢ | $33.60K | 474.8K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 216107 | 7.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 7.8¢ | 100000 | 1 |
View Market Depth
| Last trade - 14.43pm 27/11/2024 (20 minute delay) ? |
| RWD (ASX) Chart |
