kzl much lower eps higher pe than pem

look at KZLs figures as compared to PEM

KZL is a great company and id touted as having some of the best exploration grounds in the industry

Still, the cost is similar nowadays to PEMs

PEMs EPS is 75 for this yr, whilst KZLs is 57

I reckon PEM will make around 80cps

Why is KZL trading on a PE prospective this yr of 8.5!

YES , they are more diversified with copper. YES , we've heard that they have great exploration potential etc; YES we've heard that historically theyve been lower cost producers

BUT

PEM has higher EPS

PEM pay higher dividend

PEM has more resource/reserves and produces more zinc/lead per annum

PEM is a cash cow and has more money in the bank than any small to mid-tier producer

PEM has unbelievable exploration grounds - potosi, flinders (30% grade zinc!!!!)

So why does PEM have a prospective P/E of 5 and KZL 8+???

imagine PEM re-rated from P/E 5 to P/E 7 or so???

What would happen to share-price then???

PPl have run scared from zinc, but itll be back as there is tightness in supply that sits in warehouses. Thus any lulls in production and the sitch gets very bad, and price goes up. As long as those stockpiles are low, ZN price should remain strong.

KZL only has copper production over PEM (its more diversified); historically it was low-cost but now KZLs costs have also gone up. PEM will be producing copper in the future too.

So I dont see why there should be such a big difference in PEs???