2030 still gives room to move, and Nyangaza looks good (producing from2028). With future options as yet outstanding: -Meyas Sand: politics interfering but nevertheless a card to play -PDI: will they get it without overpaying?
With EV to Production of approx. $7250/oz for production of 480 Koz pa without Nyangaza, the valuation looks OK to me. Apart from that they are returning profits to SHs through divs and buy backs.
Where should I go for a company with similar production and lesser value?
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