BML 4.76% 10.0¢ boab metals limited

PMY - SILVER's INVESTMENT GRADE Money MAKING MACHINE, without PEER

  1. 13,344 Posts.
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    Every single ounce of SILVER is mined by PMY for FREE. PMY's key project Sorby Hills has 55 Million Ounces of Ag and massive exploration upside.

    The market is completely missing the value of PMY's lead and yet the lead covers all of the mining costs meaning every single ounce of silver is mined for free.

    Using publicly available data, I have graphed the estimated total EBIT generated on 60% of the Global Resources of PMY and its peers. This reveals the truth, which is undeniable, about the PMY investment opportunity, see Graph 1.

    There are only 4 Silver Developers with Australian Resources on the ASX - ARD, IVR, PMY, and SVL. In addition, we have MYL, which is used for comparison purposes which has resources in Myanmar.

    Only PMY, SVL and MYL are Institutional in Scale, have completed Feasibility Studies and based on the size of the Resources available are of Investment Grade.

    As you can see from Graph 2 below while MYL is profitable at $21.82 per tonne, PMY is three times as profitable at $65.83 per tonne. SVL at spot prices is not yet profitable. PMY is an Institutional Scale, Investment Grade Money Making Machine.

    And what is even more fantastic for investors is that PMY is the most advanced and de-risked project, which will generate hyper profits in Western Australia which is a Tier 1 jurisdiction.

    PMY remains heavily undervalued but this won't last. As each day passes the market is going to recognise that the these silver companies are not all equal. At this moment in time PMY is a money making machine without peer.

    The gap between its Enterprise value today and its true value is going to close. The following graph puts into stark reality why there exists such a great opportunity to invest in PMY -

    Graph 1
    https://hotcopper.com.au/data/attachments/2578/2578605-0b09e443b22c07e2e5ccf739aab34ccb.jpg

    Based on available feasibility studies, PMY is the most profitable Australian Ag Eq Developer on any measure. (Note that IVR and ARD do not have studies available).

    PMY returns 52.2% of its revenue to the bottom line (after all capital costs and before interest and tax).

    There a
    very few businesses in the country in any industry that can do that.

    Graph 2

    https://hotcopper.com.au/data/attachments/2578/2578618-3f6f10ab8aebaf763e862f1c53db945d.jpg
    See this post and following for raw data. https://hotcopper.com.au/threads/pmy-take-a-ride-in-my-silver-machine.5672202/?post_id=48232034

    See this Research Paper by Brent Connolly for a deeper understanding of the opportunity -
    Take a RIDE in My SILVER MACHINE - Pacifico Minerals research summary - 6 October 2020.pdf

    and PMY is covered by three impressive research houses -


    Research Report Links -
    http://pacificominerals.com.au/images/2020/PMY_Shaw_and_Partners_Initiation_Report_01Oct20.pdf
    http://pacificominerals.com.au/images/2020/PMY_Initiation_Report_Rawson_Lewis_200914.pdf
    http://pacificominerals.com.au/images/2020/PMY_Post_Share_Issue_Rawson_Lewis_21Sept20.pdf
    http://pacificominerals.com.au/images/2020/PMY_EUROZ_Research_25Aug20.pdf

    As always DYOR, best
    V

 
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