I reckon that this absolutely cements the re-rate. Current Market Cap is still under sector comparables and thus we still have significant upside potential. $3 reasonable on the back of these conservative financials?
This being said, the AISC needs to be presented properly. Still announced as over $2,000 which is really underwhelming (despite the spot price of Au). However this has been associated to capex spend which I am okay with.
But why not state that our AISC would be $1,xxx net of the capex and lean on the forward looking, yet genuine positives going forward. I really think that the AISC perception is holding our share price back, not the production potential....
Ann: Quarterly Activities Report, page-11
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$2.90 |
Change
-0.020(0.68%) |
Mkt cap ! $654.7M | |||
| Open | High | Low | Value | Volume |
| $2.92 | $3.09 | $2.85 | $4.038M | 1.363M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 1783 | $2.90 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.93 | 10000 | 1 |
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