RRL reported this morning and making allowance for mkt cap ,(RRL nearly double RMS) , profitability only very slightly less than RMS .
AISC very similar too .Actual NPAT was $200 mill and like RMS provide FF divi .
Like RMS shot themselves in the foot with hedging but have been slower selling into the hedges than RMS so perhaps making the profit look a little better than it might have been if they were quicker removing the bad hedges .
Adjusting for mkt cap RMS are forecasting a significantly better production than RRL next year so on the surface at least RMS looks better value .
(There are other plusses and minusses for both of course to complicate things but one of the closer ones in value to RMS IMO .)
compared to peers, page-9
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Last
$1.85 |
Change
-0.005(0.27%) |
Mkt cap ! $2.117B | |||
| Open | High | Low | Value | Volume |
| $1.83 | $1.87 | $1.82 | $4.170M | 2.260M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 2644 | $1.84 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $1.85 | 8916 | 2 |
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| Last trade - 16.10pm 07/08/2024 (20 minute delay) ? |
| RMS (ASX) Chart |