BDR beadell resources limited

Can BDR replicate the run of SBM & RMS, page-5

  1. 706 Posts.
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    It depends what you mean by near term.
    I would have said that if BDR manages 36koz in Q4 (that's 10% below guidance), that's a 20% improvement in production over this quarter and likely to move real margins (with all costs not just AISC costs included) from $150/oz to $250/oz. That would imply a doubling of the SP to 31c. 250/150*1.2*15.5=31. That's without a movement in GP or any good drilling results from Gold Nose or Mutum.
    That's very realistic.

    Cheers,
    Tim.
 
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