How much did OZ Produce? 125,486t in 2021 + GOLD and Silver
How much did BHP Pay for OZL? 9.6b aud
How much is SFR? 2.97b...
Why the difference? - It no longer mine life - Its not debt - It could be Soveriegn risk in Africa, but unlikely - Some difference in gold production - its not much of a difference in AISC
But it doesnt take a genious there is alot oof upside here.
Market might take todays news as negative but its very much depreciation story which is tax benefit
EBITA is 506m , a p/e of 5-6 here....
The market has it wrong - the good news is anyone wanting Copper exposure on the ASX has only one option now - SFR
SFR Price at posting:
$6.51 Sentiment: Buy Disclosure: Held
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