Great post Donald and Spec thanks for contributing guys!
Nice so "every 100k/oz produced at AISC of $1000 should be valued at least $400-500m MC" more or less....
BLK current MC is $217m today;
So in BLK case targeting 100k/oz p.a AISC guidance is $1130 so say $400m MC?
If BLK exceeds guidance to 130k/oz p.a AISC might be $1000-1100 so $500m MC, by Jan?
So market cap needs to more than double by Jan which is when BLK should have 5-6 months of production.
So again initial valuations look relative first target $289m over coming weeks as production commences, say by oct/nov $400m MC, Jan/Feb $500m MC!!
So we all agree plenty of upside in this baby yet under current POG!![]()
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