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dsb55

1,408 Posts.

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10/06/25

19:33

Post #: 79382880
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Originally posted by dsb55: ↑

One of the things that has led me to sell my other gold stock (AAR) is that BGD offers so much more imo.

Barton's MC is approximately $175 million. AARs is now north of $270 million. Both have a gold resource of approx. 1.6 - 1.7 million ounces.

However BGD has potentially massive silver reserves and we all know silver is going hang busters. Try to find a near term silver miner with a MC of less than $1 billion.

in addition BGD is cashed up and plans to commence mining. Yes MINING in 2026. AAR is looking to get its PFS out and then do more paper work while BGD will be mining.

This mining will be commenced with very little dilution as the mine is fully permitted and on care and maintenance until it's re configured to deliver $800 million in cash. What will the BGD MC be then? I don't know but I dare say it will be more than AARs is now. And that's 50% more than BGD now. I'd guess we may have a MC of $500 million by the end of 2023. just back of the envelope calculations.

So if no dilution a SP of approx $2.40.

That's why I'm 100% BGD.

All just my opinion

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BGD Price at posting: 80.5¢ Sentiment: Buy Disclosure: Held
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(20min delay)
Last 91.0¢		Change 0.025(2.82%)		Mkt cap ! $203.1M

Open	High	Low	Value	Volume
89.5¢	93.5¢	87.5¢	$421.7K	465.6K

Buyers (Bids)

No.	Vol.	Price($)
1	10000	90.0¢

Sellers (Offers)

Price($)	Vol.	No.
92.5¢	20000	1

View Market Depth

No.	Vol.	Price($)
1	10000	0.900
2	200	0.890
1	4136	0.875
3	35432	0.870
1	1162	0.860

Price($)	Vol.	No.
0.925	20000	1
0.930	498	1
0.940	18250	2
0.945	72000	2
0.950	24900	4

Last trade - 16.10pm 17/06/2025 (20 minute delay)

BGD (ASX) Chart

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