Keyser Soze (@james56487175) 's Twitter Profile
Keyser Soze

@james56487175

Former PM of $1+ billion; not offering investment advice; my inv positions may change w/o notice. All posts are my opinion. Will never accept/charge $. DYODD

ID: 1268166368773279744

calendar_today03-06-2020 13:03:29

14,14K Tweet

11,11K Followers

256 Following

Keyser Soze (@james56487175) 's Twitter Profile Photo
Keyser Soze
@james56487175

2 months ago

$CERT.V 1Q25 EBITDA of ~$5 m could šŸš€ to >$30 m (>$120 m annā€™l) just from MDN. Hereā€™s how: 1Q EBITDA margin ~$430/oz +525/oz gold price ā¬†ļø +250/oz cost cuts = ~$1,200/oz EBITDA margin 11k oz/q āž”ļø ~25k oz/q from UG CIL+HL ~100k oz/y * ~$1,200/oz =$120 m EBITDA vs EV of ~$75 m

$CERT.V 1Q25 EBITDA of ~$5 m could šŸš€ to >$30 m (>$120 m annā€™l) just from MDN. Hereā€™s how: 1Q EBITDA margin ~$430/oz +525/oz gold price ā¬†ļø +250/oz cost cuts = ~$1,200/oz EBITDA margin 11k oz/q āž”ļø ~25k oz/q from UG CIL+HL ~100k oz/y * ~$1,200/oz =$120 m EBITDA vs EV of ~$75 m