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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$1.80 |
Change
-0.055(2.97%) |
Mkt cap ! $2.049B | |||
| Open | High | Low | Value | Volume |
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| No. | Vol. | Price($) |
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| Price($) | Vol. | No. |
|---|---|---|
| $1.80 | 19891 | 24 |
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| RMS (ASX) Chart |