if you read previous posts this has been addressed many many many times
but to save you time....
aisc margin is not npat - its site ebitda
the experts who came up with aisc should be shot - they went out of their way to create another sure-to-be-misinterpreted bit of jargon that implies something that isnt true - ie all in is not all in. even all in total costs arent all in total costs
aisc doesnt include head office costs, head office interest, head office d&a. thats why little companies that have disproporionately large % of admin costs often have good aisc but not great npat.
fbx has some numbers - at current spot he has rsg generating about $100m fcf before tax and depreciation
aussie gold sector is trading a about 8x atm because of the long period of rising aud gold.
usd gold sector though is on about 4x - and rsg will track more closely with usd gold sector - ie usd gold needs to be seen as shifted to an uptrend for rsg to push on
its very cheap still. but there are reasons for that,
RSG Price at posting:
46.8¢ Sentiment: Buy Disclosure: Held
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