DRM
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1.80% 54.5¢ doray minerals limited

I would say SLR is more leveraged to POG given their AISC is...

  1. plough
    23,765 Posts.
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    11/12/18
    19:50
    Post #: 36824415
    I would say SLR is more leveraged to POG given their AISC is higher than DRM's going forward.
    Yes the EV is higher for DRM compared to SLR per oz produced so that is going to have an effect on how it is externally valued by a predator , but it is not just EV per oz produced it is also margin per oz .

    However to me there is more upside for DRM for another reason : it is undervalued due the resource they have in Deflector and its potential
    DRM Price at posting: 34.5¢ Sentiment: Hold Disclosure: Held
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    lightbulb Created with Sketch. 1  Great analysis
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