Good find @Mitsema and I think Wombat stopped sharing peer to peer comparisons after having been attacked for these over and over by the crowd.
He may have been early with sharing these comparisons but they made clear that Estelle was and is, even more so now, undervalued. This one was from JAN 2020 (POG 1572)
He seemed to be off the mark wrt to AISC by a fair bit as well as capex, but today's POG is ca 400 USD higher per oz AND they will have a MUCH bigger resource in the making.
MC of 1 bln looks like a no brainer to me
Gold resource valuation, page-6
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