GREY:NEVDQ - Post by User
Post by
westcoast1000on Jan 27, 2023 3:30pm
441 Views
Post# 35250924
SWS fair value estimate for NCU
SWS fair value estimate for NCUI subscribe to Simply Wall St but have not looked at the NCU discussion there for some time.
They have had a wildly varying estimate of the "Fair Value" of NCU over the last few years.
The current analysis they do shows an estimate of fair value for the share price of 8.28 US based on a 10 year discounted cash flow analysis. This excludes anything beyond 10 years
They show their data and all assumptions via a button next to this estimate.
The data are based on cash flow estimates based on one publically available analyst estimate of future cash flows. The annual cash flows are shown below (all mushed together unfortunately):
202336.02Analyst x132.18
2024118.06Analyst x194.23
2025199.46Est @ 68.94%142.22
2026296.73Est @ 48.77%189.02
2027399.53Est @ 34.64%227.37
2028498.44Est @ 24.76%253.42
2029587.35Est @ 17.84%266.79
2030663.66Est @ 12.99%269.31
2031727.39Est @ 9.60%263.7
2032779.97Est @ 7.23%252.62
Present value of next 10 years cash flows$1,990.86
I presume this includes the OP mine starting up about 2027. How the OP is financed is not discussed nor future dilution in the number of shares.
Take this FWIW. I make no claims about its merits. But I find it appealing.