$1,500 AISC will not give $2,000 per OZ cash flow but AIC at $1,500 will - there are other expenses on top of AISC.
I need to check but I believe EV for BGL is higher than what you state as it has quite a lot of debt. Will revert at some stage.
OBM is supposedly targeting AISC of below $1,950 next year with 100k Oz of production and 150k Oz following year. Its EV is about $650m and may only generate FCF of $100m to $125m next year. SPR looks cheap compared to OBM on this metric.
Ann: Exceptional new thick, high-grade intercepts, page-182
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Last
93.5¢ |
Change
0.010(1.08%) |
Mkt cap ! $1.034B | |||
| Open | High | Low | Value | Volume |
| 93.0¢ | 94.0¢ | 92.0¢ | $3.092M | 3.322M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 4 | 71536 | 92.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 93.5¢ | 8514 | 2 |
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| Last trade - 16.10pm 09/07/2024 (20 minute delay) ? |
| SPR (ASX) Chart |