Nice work @Joelstar as usual your posts also add value to the forum IMHO .
I like how you have given a lower % reporting to reserve in WW and FP , and Sly fox .
Its a hard one to value in a way as the comps are producers while we are an advanced developer (with mill ready to turn on ) and some also have other projects in the works ie CMM and RMS , SLR and some are marginal producers , ie WGX and SLR and RED while we look to be a low cost producer eventually more like BGL or CMM but then Mt Gibson looks lower grade/lower margin in the future ,
Maybe also subtracting the non Dalgaranga resources up in the Gascoyne off your EV would also reduce the $564 cost per oz ?
Just spitting tobacca juice now , if the non Dalgaranga assets were split off into a separate company called say Gascoyne 2.0 wonder if SL could work his magic again , would also possibly make Dalgaranga a cleaner looking company for a possible suitor ? maybe there is a way to work those assets in with WGXs Fortnum mill or the Degrussa mill if not too far away ?
Nice work @Joelstar as usual your posts also add value to the...
Add to My Watchlist
What is My Watchlist?