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.
- Forums
- ASX - By Stock
- SBM
- SBM Analysis
SBM Analysis
-
-
- There are more pages in this discussion • 2 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add SBM (ASX) to my watchlist
|
|||||
Last
25.5¢ |
Change
0.005(2.00%) |
Mkt cap ! $208.6M |
Open | High | Low | Value | Volume |
25.0¢ | 26.0¢ | 24.5¢ | $655.6K | 2.604M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
7 | 664288 | 25.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
26.0¢ | 1116705 | 16 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
7 | 664288 | 0.250 |
10 | 611072 | 0.245 |
5 | 163410 | 0.240 |
7 | 364141 | 0.235 |
10 | 621330 | 0.230 |
Price($) | Vol. | No. |
---|---|---|
0.260 | 1031291 | 15 |
0.265 | 1900291 | 17 |
0.270 | 378984 | 13 |
0.275 | 552645 | 10 |
0.280 | 424567 | 14 |
Last trade - 16.10pm 27/08/2024 (20 minute delay) ? |
Featured News
SBM (ASX) Chart |
The Watchlist
SBW
SHEKEL BRAINWEIGH LTD
Dani Nadri, Country Manager Australia
Dani Nadri
Country Manager Australia
SPONSORED BY The Market Online