G'Day All
agree with most of below - however remember about half of TRY's 17/18 production is hedged at US$1180.
Based on last powerpoint, My basic analysis until end of CY 2018 is below: Yes I am certain many people will find flaws.... & yes this is not investment advice....
Summary -
If all goes well, the 17/18 FY income is =US$9.14M or US 2.0 cents per share so say US1.4 cents per share after tax. or AUD 1.9 cents
First half 18/19 = US$5.69M - 1.2c per share so (if all goes well) say 2.4c for full FY 18/19 (20% more) = AUD 2.2 cents
I assume as with all TRY investors I HOLD & await the Dec 2017 quarterly production report in late Jan 2018.
Happy 2018
Cheers
Column 1 Column 2 Column 3 Column 4 Column 5 Column 6 Column 7 Column 8 Column 9 Column 10 Column 11 0 POG 1300 1 Qrtr fc prod AISC Hed Oz Hed Prc Hed Inc AM Inc Total Loan Inc after loan 2 30-Sep-17 13 1050 13 1180 1.69 0.00 1.69 -1 0.69 3 31-Dec-17 15.6 850 13 1180 4.29 1.17 5.46 -3 2.46 4 31-Mar-18 15.1 800 5 1180 1.90 5.05 6.95 -4 2.95 5 30-Jun-18 15.6 750 4.5 1180 1.94 6.11 8.04 -5 3.04 6 59.3 35.5 22.14 -13 9.14 7 SOI 456 0.020 EPS (pre tax) 8 9 30-Sep-18 15.1 750 0.00 8.31 8.31 -6 2.31 10 31-Dec-18 15.6 750 0.00 8.58 8.58 -5.192 3.39 11 30.7 16.89 -11.19 5.69 12 SOI 456 0.012 EPS (pre tax)
G'Day All agree with most of below - however remember about half...
Add to My Watchlist
What is My Watchlist?