SBM

1.49%

34.0¢ st barbara limited

SBM ready to fly, page-2

First 2 Last

MulgoaN

250 Posts.

28/07/15

14:12

Post #: 15707180

Originally posted by MulgoaN ↑

Here`s a spreadsheet showing the SBM profit margin as the AUD falls. Few will disagree that the Aussie (and the POG) is going down, but especially the Aussie. I'm a assuming a worst case average of POG 1000 us/oz,
the Orange line is as they are today (same rates) note the profit is 34%. In any case with numbers like these (and provided they keep delivering the oz's) SBM is a very solid little earner, as Arthur would say.

Column 1 Column 2 Column 3 Column 4 Column 5 Column 6 Column 7 Column 8 Column 9

1 SBM PROFIT ye16

2 AUD POG $US POG $AUD Consolidated AISC PROFIT MARGIN EST PRODUCTION AVERAGE EBITDA (EX new drilling)

3

4 0.74 1000 1,351 1007 344 25 350000 $120,522,973

5 0.73 1000 1,370 1007 363 26 350000 $127,002,055

6 0.72 ** 1095 1,521 1007 514 34 350000 $179,841,667 **TODAY

7 0.71 1000 1,408 1007 401 29 350000 $140,507,746

8 0.7 1000 1,429 1007 422 30 350000 $147,550,000

9 0.69 1000 1,449 1007 442 31 350000 $154,796,377

10 0.68 1000 1,471 1007 464 32 350000 $162,255,882

11 0.67 1000 1,493 1007 486 33 350000 $169,938,060

12 0.66 1000 1,515 1007 508 34 350000 $177,853,030

13 0.65 1000 1,538 1007 531 35 350000 $186,011,538

14 0.64 1000 1,563 1007 556 36 350000 $194,425,000

15 0.63 1000 1,587 1007 580 37 350000 $203,105,556

16 0.62 1000 1,613 1007 606 38 350000 $212,066,129

17 0.61 1000 1,639 1007 632 39 350000 $221,320,492

18 0.6 1000 1,667 1007 660 40 350000 $230,883,333

19 0.59 1000 1,695 1007 688 41 350000 $240,770,339

20 0.58 1000 1,724 1007 717 42 350000 $250,998,276

21 0.57 1000 1,754 1007 747 43 350000 $261,585,088

22 0.56 1000 1,786 1007 779 44 350000 $272,550,000

23 0.55 1000 1,818 1007 811 45 350000 $283,913,636

24 0.54 1000 1,852 1007 845 46 350000 $295,698,148

25 0.53 1000 1,887 1007 880 47 350000 $307,927,358

26 0.52 1000 1,923 1007 916 48 350000 $320,626,923

27 0.51 1000 1,961 1007 954 49 350000 $333,824,510

28 0.5 1000 2,000 1007 993 50 350000 $347,550,000

Expand

the rates on AUD .72 are todays' , hence different from the others being assumptions.

SBM Price at posting: 52.5¢ Sentiment: Buy Disclosure: Held

1 Upvote

0 Great analysis

Top Stories

NEU

Neuren sees FDA greenlight for 3rd trial into children with Phelan-McDermid syndrome

RCE

Recce eyes Indonesia for novel anti-infective as Indo-Aus ties grow stronger

Arika to pump $3.2M into gold exploration at WA's Yundamindra following strong maiden program

CHM

Leukaemia patient shows complete response in Chimeric Therapeutics' latest trial

NYR

Nyrada rat study shows no genotoxicity in brain injury drug NYR-BI03

There are more pages in this discussion • 3 more messages in this thread...

First 2 Last

Add SBM (ASX) to my watchlist

(20min delay)
Last 34.0¢		Change 0.005(1.49%)		Mkt cap ! $278.2M

Open	High	Low	Value	Volume
33.0¢	34.0¢	32.5¢	$291.8K	873.6K

Buyers (Bids)

No.	Vol.	Price($)
3	69358	33.5¢

Sellers (Offers)

Price($)	Vol.	No.
34.0¢	730566	10

View Market Depth

No.	Vol.	Price($)
3	69358	0.335
4	102959	0.330
6	302153	0.325
3	84951	0.320
2	501714	0.315

Price($)	Vol.	No.
0.340	730566	10
0.345	1051719	4
0.350	125340	8
0.355	137606	4
0.360	202686	11

Last trade - 16.10pm 07/10/2024 (20 minute delay)

SBM (ASX) Chart

SBM ready to fly, page-2

Neuren sees FDA greenlight for 3rd trial into children with Phelan-McDermid syndrome

Recce eyes Indonesia for novel anti-infective as Indo-Aus ties grow stronger

Arika to pump $3.2M into gold exploration at WA's Yundamindra following strong maiden program

Leukaemia patient shows complete response in Chimeric Therapeutics' latest trial

Nyrada rat study shows no genotoxicity in brain injury drug NYR-BI03

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

	Column 1	Column 2	Column 3	Column 4	Column 5	Column 6	Column 7	Column 8	Column 9
1	SBM PROFIT	ye16
2	AUD	POG $US	POG $AUD	Consolidated AISC	PROFIT	MARGIN	EST PRODUCTION AVERAGE	EBITDA (EX new drilling)
3
4	0.74	1000	1,351	1007	344	25	350000	$120,522,973
5	0.73	1000	1,370	1007	363	26	350000	$127,002,055
6	0.72 **	1095	1,521	1007	514	34	350000	$179,841,667	**TODAY
7	0.71	1000	1,408	1007	401	29	350000	$140,507,746
8	0.7	1000	1,429	1007	422	30	350000	$147,550,000
9	0.69	1000	1,449	1007	442	31	350000	$154,796,377
10	0.68	1000	1,471	1007	464	32	350000	$162,255,882
11	0.67	1000	1,493	1007	486	33	350000	$169,938,060
12	0.66	1000	1,515	1007	508	34	350000	$177,853,030
13	0.65	1000	1,538	1007	531	35	350000	$186,011,538
14	0.64	1000	1,563	1007	556	36	350000	$194,425,000
15	0.63	1000	1,587	1007	580	37	350000	$203,105,556
16	0.62	1000	1,613	1007	606	38	350000	$212,066,129
17	0.61	1000	1,639	1007	632	39	350000	$221,320,492
18	0.6	1000	1,667	1007	660	40	350000	$230,883,333
19	0.59	1000	1,695	1007	688	41	350000	$240,770,339
20	0.58	1000	1,724	1007	717	42	350000	$250,998,276
21	0.57	1000	1,754	1007	747	43	350000	$261,585,088
22	0.56	1000	1,786	1007	779	44	350000	$272,550,000
23	0.55	1000	1,818	1007	811	45	350000	$283,913,636
24	0.54	1000	1,852	1007	845	46	350000	$295,698,148
25	0.53	1000	1,887	1007	880	47	350000	$307,927,358
26	0.52	1000	1,923	1007	916	48	350000	$320,626,923
27	0.51	1000	1,961	1007	954	49	350000	$333,824,510
28	0.5	1000	2,000	1007	993	50	350000	$347,550,000

SBM ready to fly, page-2

Top Stories

Neuren sees FDA greenlight for 3rd trial into children with Phelan-McDermid syndrome

Recce eyes Indonesia for novel anti-infective as Indo-Aus ties grow stronger

Arika to pump $3.2M into gold exploration at WA's Yundamindra following strong maiden program

Leukaemia patient shows complete response in Chimeric Therapeutics' latest trial

Nyrada rat study shows no genotoxicity in brain injury drug NYR-BI03

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News