this post by @collinsstreet said: "i think my money is going to go a way lot further over at KDR...", which prompted me to check out what is going at 128MT () KDR and compare KDR to 1,280MT AVZ and to at least ensure myself AVZ is a better investment
OK. since the AVZ deposit will be around 10 times larger than KDR, with smaller strip ratios & credits for another minerals, i will assume the AVZ operation will be 3 x larger, with 3 x the capital costs but with 50% of the operating costs
my comparative calculations based on the numbers found in the KDR scoping study is:
1. KDR is currently trading on a PE ratio of 15 () based its current share price of $2. for a 25 year mine life operation, KDR already seems fully valued given one does not expect a 25 year company to trade on a PE ratio greater than 15
2. using the same numbers for AVZ, the value comes to $1.25 per AVZ share or a four bagger for the new investors
numbers below:
![]()
- Forums
- ASX - By Stock
- Ann: AVZ to raise $15 million to fund further work at Manono
this post by @collinsstreet said: "i think my money is going to...
-
- There are more pages in this discussion • 394 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)