RMS FY2018 guidance 200,000-210,000oz at an AISC of A$1,150/oz
NST FY2018 guidance 525,000-575,000oz at an AISC of A$1,000-1,050/oz
RMS EV ~$200 million
NST EV ~$3,600 million
$3,600 million (=NST's ~EV)/ 550,000oz (= NST mid-range FY2018 guidance) = $6,545/oz
If RMS was trading on the same EV/(FY2018 production guidance) multiple it would have an EV of $1,341 million (market cap $1,400 million) not $200 million (based on mid range guidance of 205,000 oz).
It is funny how the market values "product guidance" in such a disparate way. Esh
Broker Report March 2018, page-47
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