Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Loading...
Community
/
Australia
/
Materials
/
Ramelius Resources
Create a narrative
Ramelius Resources Community
ASX:RMS Community
3
Narratives
written by author
1
Comments
on narratives written by author
48
Fair Values set
on narratives written by author
Community Investing Ideas
Ramelius Resources
Popular
Undervalued
Overvalued
Ramelius Resources
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Gold Demand Driven By Global Inflation Will Fuel High-Grade Discoveries
Key Takeaways High-grade discoveries, operational synergies, and renewable energy initiatives point to expanding margins, elevated earnings, and sustained outperformance versus peers. Strong exploration investment and scalable infrastructure position the company to benefit from robust gold prices and prolonged production growth.
View narrative
AU$3.85
FV
9.1% undervalued
intrinsic discount
17.10%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
7 days ago
author updated this narrative
Ramelius Resources
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Record Gold Prices Will Expose Inflated Valuation Expectations
Key Takeaways Reliance on high gold prices, ESG compliance, and industry consolidation may be fueling overly optimistic expectations for margins and long-term outperformance. Execution risks in exploration, asset integration, and large acquisitions could undermine projected revenue growth and anticipated operational synergies.
View narrative
AU$3.22
FV
8.6% overvalued
intrinsic discount
10.93%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
32
users have followed this narrative
14 days ago
author updated this narrative
Ramelius Resources
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Decarbonisation And Rising Rates Will Erode Golds Safe-Haven Appeal
Key Takeaways Heavy reliance on Western Australian projects and ore grade depletion may lead to increased operational risk and declining profit margins. Structural shifts in gold demand and rising regulatory and compliance costs threaten long-term revenue growth and earnings quality.
View narrative
AU$2.6
FV
34.6% overvalued
intrinsic discount
5.73%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
14 days ago
author updated this narrative