A quick glance on the figures between SLR and RMS:
SLR RMS Comments
Hedged gold 170Koz 200Koz
Hedged prize $1,757 $1,800 RMS had done a better job in hedging
Gold Production 140-150Koz $215Koz RMS is more productive
Ore reserve 560Koz ~1milOz RMS has longer life span
AISC $1350-$1390 $1220-$1320 RMS mines have lower production cost or RMS is more efficient
Cash $124mil $104mil SLR has slightly more cash
# shareholders 818mil 657mil
PE 35 18 Either SLR is grossly overvalued or RMS is grossly undervalued
Conclusion: Market is irrational and misbehaving at the moment. Sooner or later, the market will correct i.e. either SLR share price will come down or RMS share price will catch. It is just a matter of time. Meanwhile anticipate an enjoyable ride on RMS share holding.
$1,000 margin, page-23
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Last
$2.00 |
Change
-0.030(1.48%) |
Mkt cap ! $2.287B | |||
| Open | High | Low | Value | Volume |
| $2.02 | $2.04 | $2.00 | $5.551M | 2.758M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 6 | 64902 | $2.00 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.01 | 8625 | 2 |
View Market Depth
| Last trade - 16.10pm 18/07/2024 (20 minute delay) ? |
| RMS (ASX) Chart |