Hrmm bgs is so undervalued compared to its peers. Ubique and jakers have done great analysis on how undervalued it's on a theoretical NPV (waiting for PFS2) on the information we know now. This is why it is a better play than SyA imho coz there is so much upside that hasn't been realised compared to its peers (the rerate we never got)
BGS, good points would be high grade/large resource proven thus far, fairly low SOI, gold funded, cheap costs(3rd cheapest), aligned management, further upside on gold exploration and lithium exploration (it's still growing!!!, And that's only like 1/10 of the tenaments that we have
explored), no dilution besides on Capex relating to mine development, fund manager on board (L1 in the background)
Bad points, jurisdiction (yes we've known this for years now), no dedicated CEO (they are lookkng atm), lack of marketing (they've already taken steps to fix this), slightly behind in terms of production timeline compared to peers (1 year or more behind some peers), no partner yet,
BGS Price at posting:
52.0¢ Sentiment: Buy Disclosure: Held