So this research report shows an AISC at 100kozs pa of A$755/oz which strikes me as being very low. My forecast has an AISC of A$1043/oz which I set at slightly higher than GCY because of CMM's lower grade (CMM 1.1g/t vs GCY 1.3g/t) and CMM's higher royalty (CMM 5.5% vs GCY 3.0%). I'm now very interested to see the BFS because if the research report is correct and CMM is forecast to make an EBITDA of A$109m. then CMM's current market cap of A$50m is far too low.
- Forums
- ASX - By Stock
- CMM - My forecast
So this research report shows an AISC at 100kozs pa of A$755/oz...
-
-
- There are more pages in this discussion • 19 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add CMM (ASX) to my watchlist
(20min delay)
|
|||||
Last
$6.25 |
Change
0.560(9.84%) |
Mkt cap ! $2.359B |
Open | High | Low | Value | Volume |
$6.01 | $6.37 | $6.00 | $15.41M | 2.491M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
3 | 34786 | $6.25 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$6.26 | 5000 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 150 | 6.100 |
1 | 7000 | 5.980 |
1 | 160 | 5.830 |
1 | 170 | 5.750 |
1 | 2626 | 5.710 |
Price($) | Vol. | No. |
---|---|---|
6.340 | 20000 | 1 |
6.350 | 676 | 1 |
6.360 | 10000 | 1 |
6.390 | 260 | 1 |
6.400 | 10000 | 1 |
Last trade - 16.10pm 13/09/2024 (20 minute delay) ? |
Featured News
CMM (ASX) Chart |
The Watchlist
LPM
LITHIUM PLUS MINERALS LTD.
Simon Kidston, Non--Executive Director
Simon Kidston
Non--Executive Director
SPONSORED BY The Market Online