valuation comparison

1 Last

rarebird1971

800 Posts.

604

01/05/18

15:36

Post #: 32803975

I think the market has really missed Troy and hasn't yet discovered its value
There are many other variables debt, cash on hand, resource life etc but purely on MC and AISC and oz produced Troy is an absolute steel at current share price. Yes I have anualised quarterly figures to derive annual production stats but I have afforded that to all producers. If they repeat or even come close to this last quarters figures it is set for a massive re-rate would be interested to hear if anyone else has made other comparisons or has ideas on SP forecast after re rate.

As always DYOR but IMO this wont last long at 14 cents

Cheers Rb

Column 1 Column 2 Column 3 Column 4 Column 5 Column 6

0 Valuation Comparison with peers

1 MC Production MC/$ per oz mined AISC AU$/oz

2

3 Troy   $ 60,000,000.00 70000   $ 857.14   $ 982.00

4 Northern Star   $    3,800,000,000.00 550000   $ 6,909.09   $ 1,025.00

5 St Barbara   $    2,200,000,000.00 344000   $ 6,395.35   $ 982.00

6 Blackham   $ 91,000,000.00 80000   $ 1,137.50   $ 1,200.00

7 Evolution   $    5,500,000,000.00 750000   $ 7,333.33   $ 850.00

8 Pantoro   $    272,000,000.00 55000   $ 4,945.45   $ 1,183.00

	Column 1	Column 3	Column 4	Column 5	Column 6
0	Valuation Comparison with peers
1		MC	Production	MC/$ per oz mined	AISC AU$/oz
2
3	Troy	$ 60,000,000.00	70000	$ 857.14	$ 982.00
4	Northern Star	$ 3,800,000,000.00	550000	$ 6,909.09	$ 1,025.00
5	St Barbara	$ 2,200,000,000.00	344000	$ 6,395.35	$ 982.00
6	Blackham	$ 91,000,000.00	80000	$ 1,137.50	$ 1,200.00
7	Evolution	$ 5,500,000,000.00	750000	$ 7,333.33	$ 850.00
8	Pantoro	$ 272,000,000.00	55000	$ 4,945.45	$ 1,183.00