So this research report shows an AISC at 100kozs pa of A$755/oz which strikes me as being very low. My forecast has an AISC of A$1043/oz which I set at slightly higher than GCY because of CMM's lower grade (CMM 1.1g/t vs GCY 1.3g/t) and CMM's higher royalty (CMM 5.5% vs GCY 3.0%). I'm now very interested to see the BFS because if the research report is correct and CMM is forecast to make an EBITDA of A$109m. then CMM's current market cap of A$50m is far too low.
CMM - My forecast, page-5
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Last
$6.25 |
Change
0.560(9.84%) |
Mkt cap ! $2.359B | |||
| Open | High | Low | Value | Volume |
| $6.01 | $6.37 | $6.00 | $15.41M | 2.491M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 34786 | $6.25 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $6.26 | 5000 | 1 |
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| Last trade - 16.10pm 13/09/2024 (20 minute delay) ? |
| CMM (ASX) Chart |