SFR 0.66% $9.02 sandfire resources limited

Ann: December 2020 Half Year Financial Results Presentation, page-25

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    @arsenic

    huh?


    Just trying to compare SFR to OZL for guidance for FY2021

    Here is SFR

    70,000 t copper
    40,000 oz gold
    MCAP 1.0bn
    USD0.90 C1 costs

    https://hotcopper.com.au/data/attachments/3024/3024876-81d1114df01c324451585ff87d974a51.jpg

    OZL

    145,000 t copper
    215,000 oz gold
    MCAP 7.6bn
    USD0.65 C1 costs



    https://hotcopper.com.au/data/attachments/3024/3024880-5d5fd2663a1873fedb86d3ca23da7682.jpg

    Not sure I see a 7.5x value difference here. Suspect that SFR are still 2 years from the next mine coming on stream, but pumping out strong current output with increase future potential should support the SP.

    Not to mention the strong outlook for Cu price.

    Big beefy sales went thru last friday auction at $5.79, is there intel on who this might have been? It's a multi year standout in volume.

    There's so many goodies in the toy box for SFR it's a compelling buy here for sure.
 
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