NST northern star resources ltd

Ann: June 2024 Quarterly Activities Report, page-6

  1. 6,876 Posts.
    lightbulb Created with Sketch. 3527
    Pretty good quarter. Personally I really can't complain on this June QTR results.

    Looking ahead however there area a couple things I will be watching.

    The FY25 Group guidance looks lower than what I have in mind. A case of under promise and over deliver again perhaps...
    https://hotcopper.com.au/data/attachments/6335/6335815-3b6df5a34d2099e223dafb1a79e21680.jpg
    Vs (See Red and Green highlights below)
    https://hotcopper.com.au/data/attachments/6335/6335850-6dbb2efa9b5f64710fb5db6865a5c35f.jpg
    FY25 Capex and exploration guidance at 1,730A$mn ceiling looks better...
    https://hotcopper.com.au/data/attachments/6335/6335853-dc0bb889fb96738d590d7c5c9cfef625.jpg

    The hedging raised my eyebrows again. The only real contentious topic on our top performing NST. Further to Post #: 73937310. NST has now delivered 100koz of hedges at A$2,575/oz. However with the lower than expected guidance for FY25 the % Production Hedged will climb beyond the 30.49% I stated below.
    https://hotcopper.com.au/data/attachments/6335/6335882-a2349b5e72c45fabe81ec3b5a0c62428.jpg
 
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Last
$16.53
Change
0.280(1.72%)
Mkt cap ! $23.61B
Open High Low Value Volume
$16.47 $16.77 $16.41 $97.77M 5.916M

Buyers (Bids)

No. Vol. Price($)
5 3260 $16.50
 

Sellers (Offers)

Price($) Vol. No.
$16.56 20500 2
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