Kevin MacLean is the best gold stock investor in the history of Canadian long-only funds. He has a NAV approach, he expects average:
1.1x NAV for Majors
0.75x NAV for Mid-Tier
0.65x NAV for Juniors
Insightful interview "How to Value Mining Stocks with Canada’s Top Gold Stock Fund Manager Kevin MacLean" available on *Tube.
NAV can be construed as close to its book value.
Other metrics he likes are margin/EV and FCF.
Valuing gold producers, page-17
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