14 min
The Silver Show Podcast Episode 12: Valuing Exploration Companies - Net Asset Value (NAV) and Metal-In-The-Ground The Silver Show
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- Investing
Episode 12 (recorded April 2020): Valuation Part 2: We discuss how investors can value mining companies (any commodity) using net asset value (NAV) and metal-in-the-ground techniques. For NAV (per share) we go over the strengths and pitfalls of this very popular but controversial valuation method - best suited to pre-production companies as well as the why not all "ounces" are created equal in gold-in-the-ground valuations. Note: We have decided to present Valuation Part 3 on price multiples, since it is a very big and interesting topic, worth covering on its own.
Brought to you by Kuya Silver, expanding the high-grade Bethania Silver mine in Peru
Kuya's website/investor portal www.kuyasilver.com
Latest Kuya news and Social Media www.linktr.ee/kuyasilvercorp
Hosted by David Stein, MSc., CFA, Managing Partner of investment firm Aerecura Capital. In David's 20-year career in the capital markets and investments he has specialized in the mining sector and especially precious metals. David is also the Founder and President of silver mining company, Kuya Silver. This podcast is not intended to promote Kuya, but those who are interested can follow the links above for more information.
www.aerecuracapital.com
Episode 12 (recorded April 2020): Valuation Part 2: We discuss how investors can value mining companies (any commodity) using net asset value (NAV) and metal-in-the-ground techniques. For NAV (per share) we go over the strengths and pitfalls of this very popular but controversial valuation method - best suited to pre-production companies as well as the why not all "ounces" are created equal in gold-in-the-ground valuations. Note: We have decided to present Valuation Part 3 on price multiples, since it is a very big and interesting topic, worth covering on its own.
Brought to you by Kuya Silver, expanding the high-grade Bethania Silver mine in Peru
Kuya's website/investor portal www.kuyasilver.com
Latest Kuya news and Social Media www.linktr.ee/kuyasilvercorp
Hosted by David Stein, MSc., CFA, Managing Partner of investment firm Aerecura Capital. In David's 20-year career in the capital markets and investments he has specialized in the mining sector and especially precious metals. David is also the Founder and President of silver mining company, Kuya Silver. This podcast is not intended to promote Kuya, but those who are interested can follow the links above for more information.
www.aerecuracapital.com
14 min