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3-4c rerating is upon us, page-84

  1. 9,111 Posts.
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    followme,

    Great work on comparing TAM with EXM.

    As an addition, would look at EXM having an EV of $50/oz to $100/oz as a development company, perhaps more given high grade low cost potential (for example AND trades around $0.9-1B MC with 3Moz identified so far).

    Drill results will help this along if they can reproduce some of the past exploration results.

    Chart update.

    EXM



 
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