well and truly burn and bleeding., page-22

'RRL following the same fate as NCM'

Are you kidding myusan? You must be in la la land, time to wake up man!

RRL will not follow the same fate as NCM because they are in a FAR better financial state and would be still cash flow positive even at US$1000 gold price.

And your comment 'NCM SP is much more responsive than RRL'

NCM SP down 75% since Jan 2011 ($41)
RRL SP up 37% since Jan 2011 ($2.45)

Yes, much more responsive to the downside I'd say. By the time NCM gets back on its feet (if it does at all) RRL will be setting new production & profit records.

Below are just some of the MASSIVE fundamental differences between the two companies:

NCM 2012/13 LOSS after tax = $4.883 bil
(excl. writedowns, underlying profit was down 58.4% vs 2012)
RRL 2012/2013 PROFIT after tax = $147.5mil
(up 113.5% vs 2012)

NCM Basic EPS = -754.5 cps (vs +146.6 cps in 2012)
RRL Basic EPS = +30.49 cps (vs +15.51 cps in 2012)

NCM 2012/13 writedowns & impairments = $6.229 bil
RRL 2012/13 writedowns & impairments = $0

NCM 2012/13 assets = $17.1b (down $3.3b or -16% vs 2012)
RRL 2012/13 assets = $667m (up $348m or +106% vs 2012)

NCM 2012/13 liabilities = $7.1 Bil (up $1.865b!! vs 2012)
RRL 2012/13 liabilities = $127 Mil (up $46.4m vs 2012)

NCM 2012/13 net debt (less cash) = $4.142b (up 91%!!)
RRL 2012/13 net debt = $0

NCM Sept. Qtr 2013 all in sustaining cost per oz still well over A$1000 (reported A$1093)
RRL Sept. Qtr 2013 cash cost per oz *$A701.
*RRL say they do not see the need to report their all in costs given that their costs are very transparent.
But for arguments sake it would be well under A$1000 based on their positive cashflow result for the qtr.

Any other 'same fate' metrics you would like to compare?