Professional
Added to YB: 2024-05-27
Pitch date: 2024-05-27
SRT.AX [bullish]
Strata Investment Holdings Plc
-37.25%
current return
Author Info
No bio for this author
Company Info
Strata Investment Holdings Plc operates as a resource exploration and development company in the United Kingdom, Europe, the Middle East, Africa, the Asia Pacific, Australasia, and the Americas.
Market Cap
N/A
Pitch Price
AUD 0.26
Price Target
0.42 (+163%)
Dividend
N/A
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Metals and Mining
Category
value
Strata Investment Holdings: A High-Potential, Low-Price Mining Investment
21c SRT.AX: Deep value NAV play. 53c NAV: 14c+ investment portfolio of 40+ mining cos, 17c proven A4 royalty (2% NSR) on Sandfire's KCB tenements, 7c A1 royalty upside. Perpetual multi-decade royalty optionality across 8000sqkm as Sandfire expands reserves to feed expanded 5.2mtpa plant. High costs but likely strategic reorganization soon, monetizing royalty to Sandfire or other. Cheap but illiquid.
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