So lots of fear out there in the community.
Lots of holders wondering what are the shares currently worth.Well I decided to get excel out and look through a few reports to get some numbers. For some details I had to look at other presentations. Apologies in advance for any errors.
So here we have it how we have been tracking.
If we look at this data and compare the metrics across time should we be valued at 94c today?
People have been talking about 80c and 50c. Look at Dec 2015 and see what that kind of price meant? How much were we producing? What was the price of spod? Maybe I am blind, but too me the price vs numbers speak utter madness. With one more big push down we will basically be returned to a status of owning half of what we have have with no production and with debt owing.
It is going to be an interesting few more months that is for sure, but the only thing I see is a huge big fluorescent sign screaming 'undervalued'.
DYOR! Feel free to use and fixup any errors etc as you please.
Have a great long weekend everyone. Time to go and enjoy it!
Half yearly Report June 2015 Full Year Report Dec 2015 Full Year Report Dec 2016 Full Year Report Dec 2017 Full Year Report Dec 2018 Half yearly Report June 2019 Forecasted Dec
20191 Share Price $0.15 $0.70 $2.98 $4.25 $2.18 $1.30 ? 2 Mt C Ownership 50% GXY and 50% GMM 50% GXY and 50% GMM 100% 100% 100% 100% 100% 3 JB Ownership 50% GXY and 50% GMM 50% GXY and 50% GMM 100% 100% 100% 100% 100% 4 SDV 100% 100% 100% 100% 100% 100% + ground infra 100% + ground infra 5 Revenue 17,738 4,276,896 29,000 125,603,000 153,929,000 27,961,000 95,000,000 6 Total Assets 178,728,265 139,682,405 554,284,000 615,255,000 667,137,000 447,898,000 7 Total Equity 101,979,088 102,801,778 472,986,000 571,358,000 553,652,000 375,936,000 8 Liabilities 76,749,177 36,880,627 81,298,000 43,897,000 113,485,000 71,962,000 9 Basic EPS c -1.44 -1.38 8.30 0.04 36.87 -43.70 10 Mt C Producing No No No Yes Yes Yes 11 Spod Produced Nil 155.7kT 159.3kT 98.3kT (track to 200kT FY) 195kT 12 Recovery 60% 50% 55% 13 Cash on hand 0 A - $20mil US-$29.5mil US$40mil US$41.1mil US$176.3mil 14 Spod Price US$445/t US$600 US$783 US$920 US$584 US$550 15 Notes Shipments skewed in 2H. Loss due to writedowns 16 Link https://www.asx.com.au/asxpdf/20150911/pdf/4318gnxm1wrct1.pdf https://www.asx.com.au/asxpdf/20160324/pdf/436258lt33bfvm.pdf https://www.asx.com.au/asxpdf/20170331/pdf/43h6ld5dbxrcvn.pdf https://www.asx.com.au/asxpdf/20180411/pdf/43t482cn48g0md.pdf https://www.asx.com.au/asxpdf/20190228/pdf/4431zw5x2vgjgz.pdf https://www.asx.com.au/asxpdf/20190829/pdf/4480vq5grxpnhg.pdf
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