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Bucky
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Member Since
2017
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Beach Energy
BU
Bucky
Community Contributor
Beach Energy sees potential with a realistic fair value projection
Beach is well partnered in its key projects with the CCS Moomba Plant, which is capable of offering Electricity-Generating Clients a Net Zero Solution to extending the operating life of Gas Generators. Its ability to export LNG from its WA operations is a low-capital, high-return opportunity that complements its ability to swap with other LNG exports.
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AU$18.75
FV
93.3% undervalued
intrinsic discount
80.46%
Revenue growth p.a.
Set Fair Value
0
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2 months ago
author updated this narrative
Lynas Rare Earths
BU
Bucky
Community Contributor
Lynas Rare Earths will fill the growing demand gap with its Malaysia heavy earth refinery
Rare Earths will have a significant future unmet demand/supply gap. World Political stability will limit China's ability to supply.
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AU$28.36
FV
55.5% undervalued
intrinsic discount
38.16%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
2 months ago
author updated this narrative