Notes / Musings:
- RMS added (Reggie request)
- NST added
- NST an absolute monster in terms of cash on hand, debt, production, grade.
- EBITDA changed to Simplified Cash Flow (SCF)
- New valuation metric EV / SCF (Nordesmic suggestion)....closest we'll get to EV / EBITDA....great metric btw (RMS doesn't look too shabby here)
- Overall, BLK still seems to have the most upside?
All feedback welcome.
DF
BLK Price at posting:
90.0¢ Sentiment: Buy Disclosure: Held