BML 3.33% 8.7¢ boab metals limited

This was a good interview thank you.Interesting when he was...

  1. 2,335 Posts.
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    This was a good interview thank you.

    Interesting when he was talking the premium that exists in most PM markets, when comparing silver compnaines with gold companies. The CEO guy stated that historically silver companies trade on a 2-4x premium of a gold compny with similar financial metrics (eg $ of resource in ground, NPV cashflows for LOM etc).

    I dont think BML fits into this "silver premium" sterotype. Otherwise that would mean we would compare to a gold developer, in similar stage of dev w DFS simlar NPV and IRR etc, of 5-10M. At 20M current MC I feel like we are at a discount to a similar gold company not a premium.

    Does that make us cheap and well positioned to outperform?

    Admittedly we could be called a lead company and that would weigh on the "silver premium".
 
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Last trade - 15.59pm 28/06/2024 (20 minute delay) ?
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