I’ve recently been performing some analysis to find the ‘next’ big performer in the junior/mid-tier gold mining stocks, here are some thoughts on my own analysis.
The model values the company’s gold in ground and Net Assets (doesn’t take into account future cash flows);
- Share prices were from 3 weeks ago at the time of compiling this summary
SBM – Seems fairly priced at $2.91, potential organic/in-organic growth could provide opportunity for an increased share price
BDR – Share price only reflects NAV of the company, value of gold in the ground currently not factored into price
EVN – Seems fairly priced at $2.33
CDV – seems to be overvalued based on current known gold in the ground and Net Assets
NST – seems overvalued, but my model doesn’t take into account future cash flows, and NST seems to be the pick of all the stocks in terms of future cash flow.
RSG – seems fairly priced at 1.14
RMS – small upside potential for Ramelius of approx. 41%
Interesting recorded video presentations from BDR and RMS at the recent Denver gold forum:
BDR:
http://www.denvergoldforum.org/dgf17/company-webcast/BDR:AU
- Most of the directs seem to have played a big part of Kinross/gold corp. Seems to be a super line-up.
- Drilling results due in the coming weeks, focus on increasing LOM from current 7 years to x
RMS:
http://www.denvergoldforum.org/dgf17/company-webcast/RMS:AU
SBM:
Can be found on the denvergoldforum website
Please do your own research, this is just my own model/calculations for my trading strategy only. I don’t not provide financial advice just sharing my thoughts on some small gold mining co.
What is everyone’s thoughts on the above stocks? Which one has the best potential? Thoughts/alternative views welcome.
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Last
24.5¢ |
Change
0.005(2.08%) |
Mkt cap ! $200.4M |
Open | High | Low | Value | Volume |
24.0¢ | 25.0¢ | 24.0¢ | $856.3K | 3.485M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
19 | 766966 | 24.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
25.0¢ | 360901 | 11 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
19 | 766966 | 0.240 |
14 | 580162 | 0.235 |
15 | 483676 | 0.230 |
8 | 557488 | 0.225 |
6 | 300372 | 0.220 |
Price($) | Vol. | No. |
---|---|---|
0.250 | 360901 | 11 |
0.255 | 827059 | 9 |
0.260 | 607172 | 10 |
0.265 | 427273 | 10 |
0.270 | 314203 | 7 |
Last trade - 16.10pm 06/05/2024 (20 minute delay) ? |
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Last
24.3¢ |
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Change
0.005 ( 0.71 %) |
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Open | High | Low | Volume | ||
24.3¢ | 25.0¢ | 24.0¢ | 3238709 | ||
Last updated 15.59pm 06/05/2024 ? |
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