this is what was in the Bridge street July 23 analysis with a $1,530 AIS which I assume is a cost higher than AISC. Note the margin of $845 times gold production is $134.5m. So Bridge’s estimates assume an ASIC lower than $1,530. Am I right or have I missed something? I am not suggesting Bridge are right.
Also note their POG assumptions which based on current spot prices are about $500 higher now an additional $80m EBITDA or about 60% higher EBITDA - makes a big difference to the SP target in the table. Based on Bridge’s view of AIS SPR would be generating an EBITDA of at least $200mpa half of it’s current MC.
Ann: $25 million Institutional Placement, page-152
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$1.38 |
Change
-0.040(2.83%) |
Mkt cap ! $1.521B | |||
| Open | High | Low | Value | Volume |
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Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 10000 | $1.37 |
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| Price($) | Vol. | No. |
|---|---|---|
| $1.38 | 100000 | 1 |
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