Hey Spec,
I've been trying to find a recent LOM AISC comparison chart and this is the best I could find - c/- BGL (i don't hold).
The LOM AISC figure of $1100-$1200 / oz for CMM sits comfortably within the bottom quartile of Aussie miners and developers and provided we stay there - we will weather any POG shocks or elongated downturns I believe.
It also matches up with our original DFS which is reassuring and reflects prior communicae regarding company ambitions. All in the shadow of Covid, staff shortages and now >5% CPI. Table is data from 30/6/21 unfortunately, and I would presume many of these figures will have risen since except CMM of course.
Here is some slightly newer data as at Q3 21. It shows rising AISCs yoy for most companies. Chart is In $USD.
So CMM LOM AISC in $US = $1150 x 0.715 = $822.
Here's how we stack up compared to the world top ten (from a basket of the worlds largest 20 gold miners)
Cheerio
Ann: Quarterly Activities/Appendix 5B Cash Flow Report, page-10
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Last
$4.46 |
Change
-0.040(0.89%) |
Mkt cap ! $1.683B | |||
| Open | High | Low | Value | Volume |
| $4.50 | $4.50 | $4.43 | $3.148M | 703.6K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 4 | 11479 | $4.46 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $4.48 | 1967 | 1 |
View Market Depth
| Last trade - 16.10pm 14/06/2024 (20 minute delay) ? |
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Last
$4.49 |
Change
-0.040 ( 0.47 %) |
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| Open | High | Low | Volume | ||
| $4.48 | $4.51 | $4.44 | 121336 | ||
| Last updated 15.59pm 14/06/2024 ? | |||||
| CMM (ASX) Chart |