> These companies don't tell us their all-in costs
I am aware of the history of this issue. In fact, the whole point of this thread is to seek consensus that Note 22 of the RND FY24 Annual Report now changes this claim - for both companies.
Have you had a chance to read @mrmusic‘s posts (referenced in my first post, upon which any value in this thread is attributable)?
If so, what is the fault you see in his Note22-based back solving approach for RND?
If there isn’t a fault, can’t we also apply it to TBR - as I am attempting to do on the basis of identical AISC across both entities - via applying the gold on hand TBR:RND ratio to the newly revealed RND's NRV of gold inventory line item?
TBR Price at posting:
$4.82 Sentiment: None Disclosure: Held
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