AMI 2.78% 18.5¢ aurelia metals limited

Sentiment has taken a nasty turn here however the underlying...

  1. 4,413 Posts.
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    Sentiment has taken a nasty turn here however the underlying fundamentals have only improved over the last few weeks/months.
    I prefer to use data to make my investment decisions rather than being led by emotions like frustration and impatience.

    Firstly

    Guidance.
    Using today's spot price as a reference FY25 Growth Capex will be once again largely funded by FCF generation at Peak which will be running at a 250,000tpa higher throughput.
    https://hotcopper.com.au/data/attachments/6429/6429933-4b1a38175847861adeca72b0d6960fb9.jpg


    Balance Sheet Strength

    Industry leading low interest-bearing debt ratio.
    Trading at a 28% discount to book value.
    EV 139 million
    Operating Cashflow generation 28% as a % of revenue
    Trade debt 11% as a % of revenue.

    https://hotcopper.com.au/data/attachments/6429/6429942-330481ba9a9ce2678d7cd62a16df4ec4.jpg

    About to commence pulling stopes at one of the voluminous highest polymetallic graded deposits in Australia.
    https://hotcopper.com.au/data/attachments/6429/6429959-4edfcbc498540c1fc0cc0a2d65167930.jpg


    Exploration.
    https://hotcopper.com.au/data/attachments/6429/6429968-79d65ae515350e981599b2218a7b8266.jpg

    Peak costs continue to fall
    https://hotcopper.com.au/data/attachments/6429/6429977-1d06d9da0a4e6ce0d9347ef93f756ce3.jpg

    For those who think we are about to see a commodity bust, how much lower can commodities really fall?

    https://hotcopper.com.au/data/attachments/6429/6429998-8f80b221132e00dfb17a3597aa71d222.jpg

    DYOR
    GLTAH
    Last edited by Joelstar: 03/09/24
 
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