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4.55% $1.04 ansarada group limited

two dollars, page-6

  1. zenmammon
    654 Posts.
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    27/05/09
    10:47
    Post #: 5208714
    I reckon takeover coming at $2.50.

    My reasoning: buyer will expect at least 5moz at cost of less than US$200/oz. ON that basis I reckon they will pay US$280/oz less capex of ~$200m.

    Then throw in a litle sovereign risk discount and $2.50 per share.

    Anyone disagree or agree?

    Zen
    AND Price at posting: $1.98 Sentiment: ST Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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