Member Info for Andre01

No one said $50bn as a takeover price. No one! Base your posts on facts rather than conjecture.

Thats fair mate but the requirement for Pd in electric cars and longer term for Hydrogen fuel I dont see the demand getting less certainly.

Gov Capital offers the most optimistic palladium price outlook of all, expecting the metal to reach $8081.54 by the mid-November 2024

Not expecting that but $3-4k 5 year outlook is definitely realistic. China have announced a 30% increase of Palladium use in all its cars starting in 2020.

Based on the information provided by Wallet Investor, an online forecasting service, the precious metal is prognosed to experience a long-term increase, with palladium trading at $3,432.13 by mid-November 2024.

since some of you are a bit lazy

https://capital.com/palladium-price-forecast

How would the market knw. You guys dont think it can be delayed or sat on. Invite an offer, sit on news, likely first offer is low ball and then you release flanks news, this is a game and it will be played maniacally by our BOD.

Sorry James thats rubbish. Please refer to other recent buyouts might be a good place to start.

this is an ATH close and breakout on the daily close high of 17.6p. Expect more tomorrow.

FFS Price hasnt dropped. Stop fretting

200koz to 1000koz and you think Ebitda will only double? Its pretty much linear by the way so no, should be 5x and $1.25bn

above 17.6p and the breaks are off.

there is no need to ramp this per se.

We have conservatively $45bn in ground resource if including flanks at 15m Oz. If using 40m Oz then $105Bn. 5-15% takeover value on $45bn. So $2.25-6bn range. I believe we will land at $4bn+ or so.

I knw where I would land mac.

Sensitivity Analysis
ACF’s valuation is conservative. We have factored in risk adjustment to account for the
uncertainty over EUA’s project expansion and development plans. We have assumed,
arguably, a rather modest total production estimate, completely ignoring any upside
to mineral resource estimates from the ongoing exploration program at both the
projects and the proximity areas. When we substitute our estimates in the DCF
valuation this gives us a EUA value fully diluted of GBp 57.7. Assuming a standard
deviation of 5%, the fully diluted valuation range comes around GBp 54.8 to 60.6 per share

Recent transactions in the PGM space suggest that premium is being given to palladium producers as indicated by the sale of Stillwater to Sibanye in December 2016 for $2.2 billion and the most recent (Oct 2019) acquisition of North American
Palladium to Impala Platinum for $758 million. EUA is exploring a potential sale of palladium rich Monchetundra project and we expect it to receive similar premium if the transaction occurs.

Not sure why come on here and ask the question then! If you understand no need to ask. So either you dont understand and want to ask or you do understand and no need to. See what Im getting at.

and on PE OF 8 - what does that give you? Given early takeout etc halve that figure and you get to $4bn+

That is WITHOUT flanks. Stop with the misinformation.

Wrong

Superdad - who made you moderator? I tell you what, give arttrader your email and he can sens thwm to your directly, someone coming on here giving advice to sell when they know nothibg about the share and neither do fool, its not an opposing pov, its a ii engineered mouthpiece to manipulate people to sell whilst they take everyones shares and make the upside on the eventual sale. Wake Up, every game is being played right now wih multiple brokers and MMs sat on this board trying to influence and manipulate sentiment. So no not all links are useful especially when they are 2 days old and had already been circulated.

All I xan say from that is accumulation happening with layering on the book. Im reporting that to the FCA today. MM's the pricks think they can get away with it even though its fraud.