Here is my own table for this group of ASX-listed gold stocks.
I have only focussed on the Cost of Sales, D&A and G&A as reported in their accounts, resulting in two sets of 'costs per sold oz', CoS - D&A (ie Mine operating costs/oz) and then the increased costs once G&A is added.
It provides a rough baseline for these stocks before sustaining costs are added.
Basic table of costs/oz as of 30th June 2014 accounts.
Column 1
Column 2
Column 3
Column 4
Column 5
Column 6
Column 7
0
Period
Code
CoS($m)
Sold oz
Costs(1)
Costs(2)
Currency
1
FY
SLR
331.8
217,348
1,306
1,347
A$
2
FY
KCN
301.9
216,887
1,126
1,236
A$
3
FY
SBM
395.7
374,402
1,057
1,120
A$
4
FY
NCM
3,094.0
2,405,163
998
1,054
A$
5
6m
BDR
76.0
69,240
925
1,012
A$
6
FY
PRU
179.6
183,325
980
980
A$
7
FY
EVN
539.8
427,703
928
977
A$
8
6m
EVR
189.1
230,451
820
929
US$
9
FY
NST
179.2
210,055
853
901
A$
Column 1
Column 2
Column 3
Column 4
Column 5
Column 6
Column 7
0
FY
RRL
225.0
271,463
829
862
A$
1
6m
OGC
151.7
227,008
668
747
A$
2
FY
MML
42.8
65,943
383
508
US$
CoS = Cost of Sales
Costs(1) = Production Costs (ie less D&A)
Costs(2) = Costs(1) + G&A
So the above includes royalties and movements in inventories, but does not include expensed Exploration & Evaluation. And of course, any sustaining Plant and Development costs would also be in addition.
I have included accounting currency as I did not convert everything into either A$ or US$ terms.
CPDLC
ps. you don't need to think of me being 'downcast' by the market. Been here a few times before! I have been adding to holdings this week (incl MML) - and Silver as well!
MML Price at posting:
53.5¢ Sentiment: Buy Disclosure: Held