CYL catalyst metals limited

Market Cap in 12 months

  1. 291 Posts.
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    Thought I'd start a new thread here to get people's thoughts on what CYL's market cap should look like in 12 months from now. I know there's already been some good analysis from a few people on various other threads so it would be good to consolidate them here and get other opinions/calcs.
    FWIW, I come up with a Mkt Cap of $2.07bn.
    My assumptions are :
    1. Plutonic production rate increase from 7koz/month to 11koz/month (driven by 1.3koz/mth each from Plutonic East, in mine Plutonic, K2)
    2. Monthly costs at Plutonic increase by 20% from $15.6m to $18.5m (it is largely fixed price operation)
    3. Henty production continues to produce at rate of 2.2koz/month
    4. Monthly costs at Henty stay at $5.8m
    5. POG at AUD 4600
    6. CYL will have accumulated $200m in cash
    7. Valuation based on ASX Gold co industry average of EV/EBITDA ratio of 4.3
    8. 220m shares on issue

    Using these assumptions :
    Total monthly production total is 11+2.2 =13.2koz.
    Monthly costs are 18.5 + 5.8 = $24.3m

    AISC = $24.3m/13.2 = AUD 1840

    Monthly profit = 13200 * (4600-1840) = $36.4m
    Annualised profit = 36.4 * 12 = $436m

    EV = $436 * 4.3 = $1.87 bn

    Add cash in hand to determine Mkt Cap

    Market Cap = $1870 + 200m = $2.07bn

    Share price = 2070/220 = $9.41

    Lets see how close/far off that turns out to be!

    Please feel free to critique assumptions, show your own calcs/thoughts etc... would be good to review in 12 months and see where it ended up.

    Nearest the pin gets a nice bottle of red!










 
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(20min delay)
Last
$8.22
Change
0.400(5.12%)
Mkt cap ! $2.090B
Open High Low Value Volume
$7.84 $8.32 $7.77 $19.38M 2.375M

Buyers (Bids)

No. Vol. Price($)
1 500 $8.22
 

Sellers (Offers)

Price($) Vol. No.
$8.25 900 1
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Last trade - 16.10pm 09/09/2025 (20 minute delay) ?
CYL (ASX) Chart
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