RSG 0.81% 61.0¢ resolute mining limited

Ann: London Capital Markets Day - Investor Presentation, page-2

  1. 11,811 Posts.
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    Todays presentation is a nice one. What caught my eye in particular is the newly minted Syama/Nafolo slide....  you will probably need to click on the image to enlarge it to get the best comparison).
    (Sept 2017 on left, today on the right)   Could Syama become the biggest mine in Africa?

    rsg.png

    Also, I posted the following on the RMS threads earlier today. I hold RMS, but hold a lot more RSG.
    If I get time, I will try and provide another version, with internal growth incorporated in, for 2019 onwards. To give a better idea of why RSG is stupidly undervalued compared to its peers now.

    Lets look at some other examples - (market value per ounce of production for 2018- all approx)

    SAR - E/V - $1.15b - production rate 300k - 3833
    NST - E/V - $3b   - production rate 580k   - 5172
    WGX - E/V  - $560m - production rate 280k   -  2000
    RRL - E/V - $2b  - production rate  330k   - 6060
    BDR - E/V - $200m - production rate 150k   - 1333
    RSG - E/V  - $530m  - production rate 300k - 1776
    RMS - E/V - $150m  - production rate 200k   -  750

    and just for fun, I am going to chuck in two of my other holdings, that are not yet producers, but will be in 2018 (so developers), to give some context (I have added debt to the E/V) (they have quite low AISCs hence their somewhat high valuations).

    DCN - E/V - $600m  - production rate 200k -  3000
    GCY  - E/V - $210m  - production rate 100k  -  2100
 
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61.0¢
Change
-0.005(0.81%)
Mkt cap ! $1.298B
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61.0¢ 62.0¢ 60.5¢ $4.257M 6.968M

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11 175546 60.5¢
 

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61.0¢ 7201 1
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