AGO is a good peer to compare with.
AGO has similar level of all in cash cost and slightly less realized sale price.
AGO has around triple production, has Enterprise value: A$283m;
BCI has Enterprise value: A$14m.
AGO:
Market cap: A$157m
Financials as at 30 September 2014:
Cash on hand: A$205
Debts: (A$331m)
Enterprise value: A$283m
Annual production: 12Mt
All in cash cost: A$66-70/wmt
BCI:
Market cap: A$92m
Financials as at 30 September 2014:
Cash on hand: A$136m
Debts: (A$58m)
Enterprise value: A$14m
Annual production: 4.2Mt (Net share from NJV)
All in cash cost: A$64-70/wmt, equivalent US$53.8-58.8/wmt
Realised sale price is approx. 80% of Fe62% spot price, currently US$70/wmt, 80% of US$70/wmt, US$56/wmt
So it is around break even.
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24.0¢ |
Change
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Mkt cap ! $692.3M | |||
| Open | High | Low | Value | Volume |
| 23.5¢ | 24.0¢ | 23.5¢ | $34.83K | 146.1K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 8 | 141378 | 23.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 24.0¢ | 24040 | 2 |
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