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#Business Model/Strategy
Added 2 months ago

I am doing my simple numbers on gold miners. I have been in NST for the last 5 years as they were (what I thought was) value at time of purchase. Now with a P/E of around 25 I think it is expensive and I think its time to rotate into RMS with a P/E of around 10. Keeping the numbers and strategy basic buy low and sell high. My question is: Is Ramelius the best value miner on the ASX at the moment?

Some loose Ramelius Numbers:

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Versus some loose Northern Star numbers cherry picked as its our largest owned miner/producer and I'm a share holder.


3a784159c0c68e09e3e2f827d2d8e506b7e8bf.png


Surely its as easy as picking the company/ miner who can produce Gold at the cheapest rate and sell it at the biggest profit, for the longest time at the best P/E ratio...Thoughts?