RSG

0.70%

70.5¢ resolute mining limited

Ann: London Capital Markets Day - Investor Presentation, page-3

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NewLogic

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17/11/17

14:08

Post #: 28894664
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Originally posted by speculator101 ↑

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?

View attachment 834467

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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Your post just shows how undervalued RSG really is.

Last edited by NewLogic: 17/11/17

RSG Price at posting: $1.02 Sentiment: Hold Disclosure: Held
1 Upvote

0 Great analysis

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Last 70.5¢		Change -0.005(0.70%)		Mkt cap ! $1.500B

Open	High	Low	Value	Volume
70.0¢	71.0¢	69.0¢	$9.005M	12.87M

Buyers (Bids)

No.	Vol.	Price($)
2	151500	70.0¢

Sellers (Offers)

Price($)	Vol.	No.
70.5¢	99995	1

View Market Depth

No.	Vol.	Price($)
1	144000	0.700
1	5500	0.695
13	315905	0.690
9	230611	0.685
18	304195	0.680

Price($)	Vol.	No.
0.710	50000	1
0.715	111762	4
0.720	198762	3
0.725	58223	2
0.730	97294	3

Last trade - 16.10pm 04/10/2024 (20 minute delay)

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Ann: London Capital Markets Day - Investor Presentation, page-3

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Ann: London Capital Markets Day - Investor Presentation, page-3

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White Cliff jumps 24% on 'bonanza grade' copper rock chips at Rae project, Canada

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