RRL regis resources limited

2.23%

$4.39

Under valued, page-197

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GoldMember83

284 Posts.

54

08/09/21

08:55

Post #: 55909638
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Originally posted by thecrabpest: ↑

I was going to mention that they have about $300m in cash and bullion, so yeah $1.5b EV makes this super compelling to me right now.

As I said, I love NST, but I sold most of my shares in them as I believe this has suffered more in the near term, and should bounce back harder, unless there is something major we don't know about as people are speculating - but I doubt it.

If a couple of my slow burn, under performers can come good in the next couple of weeks, and this is still down, I will be selling them and buying this.

In saying that, I'm reluctant to be too overweight in a company that is still falling.

As for the numbers, I think they have shifted a bit since the original announcements.

As per D&D
- 170k - 200k per annum
- Infra and Plant - $350 - $400m (almost doubled from the numbers above!)
- AISC $1100 - $1200 over the life of mine (you were on the money)

McPs DFS due any time now, they were hoping to finish it in August, but that has come and gone.
As for a potential sale, what would we do with $800m in the bank? What or who would you recommend we buy?

Unless there was something that was equally long life but with major synergies that we could jump into straight away that would offer faster returns than building out McPs, we would probably get punished for not putting the capital to work fast enough.

Anything is possible in these crazy times.

One thing I am confident of is this company is going to fly once we get our first real quarter of full production across Duketon and Tropicana. Probably 6 months away.

It's a 12 month hold to get the CGT discount, so might as well start the clock now hey!

The D&D presentation about McPs if anyone else wanted a refresher.

Expand

Regis should merge with Ramelius and form "REMUS Resources"

In all seriousness that entity would make an excellent middle tier Australian gold miner.

RRL Price at posting: $2.28 Sentiment: Buy Disclosure: Held
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(20min delay)
Last $4.39		Change -0.100(2.23%)		Mkt cap ! $3.316B

Open	High	Low	Value	Volume
$4.47	$4.53	$4.37	$16.81M	3.793M

Buyers (Bids)

No.	Vol.	Price($)
5	51252	$4.36

Sellers (Offers)

Price($)	Vol.	No.
$4.39	7201	1

View Market Depth

No.	Vol.	Price($)
2	4000	4.350
4	7325	4.300
1	1174	4.270
2	1435	4.250
1	2700	4.240

Price($)	Vol.	No.
4.420	5266	1
4.550	1000	1
4.570	222	1
4.580	6000	1
4.610	180	1

Last trade - 16.17pm 27/06/2025 (20 minute delay)

RRL (ASX) Chart

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