Hi Verily, thanks for sharing this great analysis. Very...

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traderdude

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20/07/23

15:29

Post #: 68891100
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Originally posted by Verily1: ↑

Analysis of the very FEW Australian Resourced Silver Developers on the ASX that provide direct leverage to the SILVER price.

Using Don Durret's method,I have completed the FCF (Future Cash Flow) analysis using Ag revenue ONLY for the Silver Developers with resources in Australia, compared to market cap to compare the returns on investment.Here is an initial graph of the results. Interesting. Silver revenue is based on $100 US per ounce. Costs at $25 per ounce and exchange rate 0.7 USD/AUD. Forward Cash Flow multiple of 4 applied. Share prices used 3 July 2023.

I have then completed the FCF (Future Cash Flow) analysis using Ag revenue ONLY for the Silver Developers with resources in Australia,but reduced the cost of mining to zero where companies have sufficient Pb or Zn to cover ALL mining costs - ARD, BML, MMA, RDM

Here is theraw datafor those interested.
Here is the entire list of the companies that own the AUSTRALIAN resources of 92,000 T as quoted by the US Government. You can see where the above developers fit in. These IMHO provide the most direct and best leverage to the SILVER Price. Risk profiles vary so DYOR on each one you are interested in.
CLICK on the TABLE if it looks black.

The 92,000 T came from the USGA report 2023 -

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Hi Verily, thanks for sharing this great analysis. Very interesting. From your signature and some of your posts it seems that you are invested in BML (and SVL)? while some of the others have higher "potential increase in investment". Would love to hear your reasoning... is that because of production date, management, charts or the trend they are on? Obviously the most valuable companies don't always perform the best. Thanks
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0 Great analysis

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