We know revenue will be around the $400m mark with historical net margins around 30% - NPAT will be approximately $120m. We know the company produced 173koz for the half and guidance is at 355-380 koz for the FY. Will management maintain guidance? A big question to be answered soon.
Drill results to expand current orebodies are due in March quarter - news on McPhillamy is due in about one month.
Historical p/e 16.2x currently trading 7x
Historical ev/ebitda 6.3x currently 3.5x
"Fair value" is off the mark at current levels or we can just keep receiving fat dividends at current prices?
Capital appreciation is always nice but fat capital returns aint so bad either with such an organic growth profile.
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