Banter and General Comments, page-10100

So lots of fear out there in the community.

Lots of holders wondering what are the shares currently worth.Well I decided to get excel out and look through a few reports to get some numbers. For some details I had to look at other presentations. Apologies in advance for any errors.

So here we have it how we have been tracking.

If we look at this data and compare the metrics across time should we be valued at 94c today?

People have been talking about 80c and 50c. Look at Dec 2015 and see what that kind of price meant? How much were we producing? What was the price of spod? Maybe I am blind, but too me the price vs numbers speak utter madness. With one more big push down we will basically be returned to a status of owning half of what we have have with no production and with debt owing.

It is going to be an interesting few more months that is for sure, but the only thing I see is a huge big fluorescent sign screaming 'undervalued'.

DYOR! Feel free to use and fixup any errors etc as you please.

Have a great long weekend everyone. Time to go and enjoy it!

		Half yearly Report June 2015	Full Year Report Dec 2015	Full Year Report Dec 2016	Full Year Report Dec 2017	Full Year Report Dec 2018	Half yearly Report June 2019	Forecasted Dec 2019
1	Share Price	$0.15	$0.70	$2.98	$4.25	$2.18	$1.30	?
2	Mt C Ownership	50% GXY and 50% GMM	50% GXY and 50% GMM	100%	100%	100%	100%	100%
3	JB Ownership	50% GXY and 50% GMM	50% GXY and 50% GMM	100%	100%	100%	100%	100%
4	SDV	100%	100%	100%	100%	100%	100% + ground infra	100% + ground infra
5	Revenue	17,738	4,276,896	29,000	125,603,000	153,929,000	27,961,000	95,000,000
6	Total Assets	178,728,265	139,682,405	554,284,000	615,255,000	667,137,000	447,898,000
7	Total Equity	101,979,088	102,801,778	472,986,000	571,358,000	553,652,000	375,936,000
8	Liabilities	76,749,177	36,880,627	81,298,000	43,897,000	113,485,000	71,962,000
9	Basic EPS c	-1.44	-1.38	8.30	0.04	36.87	-43.70
10	Mt C Producing	No	No	No	Yes	Yes	Yes
11	Spod Produced			Nil	155.7kT	159.3kT	98.3kT (track to 200kT FY)	195kT
12	Recovery				60%	50%	55%
13	Cash on hand	0	A - $20mil	US-$29.5mil	US$40mil	US$41.1mil	US$176.3mil
14	Spod Price		US$445/t	US$600	US$783	US$920	US$584	US$550
15	Notes						Shipments skewed in 2H. Loss due to writedowns
16	Link	https://www.asx.com.au/asxpdf/20150911/pdf/4318gnxm1wrct1.pdf	https://www.asx.com.au/asxpdf/20160324/pdf/436258lt33bfvm.pdf	https://www.asx.com.au/asxpdf/20170331/pdf/43h6ld5dbxrcvn.pdf	https://www.asx.com.au/asxpdf/20180411/pdf/43t482cn48g0md.pdf	https://www.asx.com.au/asxpdf/20190228/pdf/4431zw5x2vgjgz.pdf	https://www.asx.com.au/asxpdf/20190829/pdf/4480vq5grxpnhg.pdf