Originally posted by troffy88
Hold both, probably like a lot of holders here so not trying to cross promote but more of a comparison...
G1A / AGY
Status:
Funding agreement executed /
Not yet funded
Capex:
$154 mill /
$196 mill
Payback:
2 years /
2.1 years
Annual Cash Flow:
$97 mill /
$102 mill
Mine Life:
14 years /
16.5 years
NPV:
$528 mill (8% discount) /
$554 mill (10% discount)
IRR:
50% /
53%
EBITDA Margin:
39% /
61%
G1A (fully diluted) at 34c trading at 25% of NPV
AGY (fully diluted) at 14c trading at 23.5% of NPV
Both have excellent metrics and scope for improvements.
Mate,both are good stocks. But the comparison is a bit unfair to Galena.I mean thIs statement:
"G1A (fully diluted) at 34c trading at 25% of NPVAGY (fully diluted) at 14c trading at 23.5% of NPV"
As you have correctly pointed out in the status metrics,G1A has already had a fund arrangement while AGY not though should be very close.
But before the funding announcement was delivered to market on 30 January,G1A share price was at 24.5. If we look a bit longer G1A share price was stiffed at 15-18 cents for months.
Both are undervalued but the catalyst to unlock the values is to a great extent a funding arrangement. Fingers crossed for the twin having an excellent one.