Hi dee, Canny fundamental analyst, I'm not so sure. Good...

Hi dee,
Canny fundamental analyst, I'm not so sure. Good marketing for sure. SLR and NST were his picks after he initially said he was never going to disclose them. He probably meant " i'll let you know after i accumulate" .
His picks included MCE ( which even at 10 was below intrinsic value) , ZGL all of which he got into at higher prices and then pumped and sold. Many stocks like FGE, etc he got into much higher , try to find them when they give you a big margin of safety.
I by no means am saying what he says should be disregarded, but take it with a pinch of salt and do your own research.
NST is a great stock with great potential but don't follow rogers advice blindly ( not assuming you did, just a thought)

200000 oz producer in the future at margins of say 800 dollars ( assuming gold average of 1600 dollars) gives you 160 mill in FCF pa in the future. So yes this is undervalued if you are sure of the future. At this point in time its FCF is much lower , still a Great ROI on what was a mine bought for 40 mill.
good luck, just my 2 c