u deposit worth $1?? based on SMM valuation, i figure rsg's u deposit is worth no more than $0.5!
on a simple ex-uranium mkt cap/reserves, yes, rsg's gold deposit is dirt cheap (my figure: US$50/oz). but rsg has the highest cash cost among all gold developers (US$325 compared to NCM: US$153 or LHG: US$237). on a cash cost adjusted ex-uranium mkt cap/reserves, rsg's valuation (US$375/oz) is just about average. i guess i can say that rsg's earnings has very high leverage on gold price. if someone is very bullish on pog, then rsg maybe a speculative bet. my point is, it doesn't seem to be undervalued at current pog?!
the u - train., page-2
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Last
70.5¢ |
Change
-0.005(0.70%) |
Mkt cap ! $1.500B | |||
| Open | High | Low | Value | Volume |
| 70.0¢ | 71.0¢ | 69.0¢ | $9.005M | 12.87M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 151500 | 70.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 70.5¢ | 99995 | 1 |
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| RSG (ASX) Chart |