SEI 0.00% 2.9¢ speciality metals international limited

SEI clearly undervalued compared to TGN, page-53

  1. 5,094 Posts.
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    Sorry for the duplicate post over here but both VML and SEI's projects are similar in size...

    Almonty Industries $500M offtake deal at its Sandong Project is massive. Despite being just over three times bigger than SEI's Mt Carbine project it again highlights how undervalued we are given the significant supply deficit forecast for tungsten.

    "Lewis Black, Chief Executive Officer of Almonty commented: “We are pleased to have been able to negotiate and execute the single largest underwritten minimum revenue guaranteed supply agreement in the modern era in Tungsten for our wholly-owned Sangdong Mine."

    LINK
 
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