i don't think you should include the franking credits in your...

i don't think you should include the franking credits in your "valuation" unless you're a pension-mode SuperFund AND the company's liquidation is imminent.
It is good enough to know that RND is worth $2+ and TBR @ $6+ at current gold prices.
FYI, my valuations approach $2.50 and $7 respectively, but are difficult to calculate much past the September qtly and Nov dividend. It just gets too complex after that.

As to your Gold calculations, you can work backwards from the "Gold - at cost" number if you know the production cost of the inventory at balance date. These companies don't tell us their all-in costs, but we may be able to use Evolution's production costs at Mungana mine which was AUD2536/oz in Jun24 accounts.