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Gold/Mining/Energy : Sandstorm Gold

SAND 12.12

0.0%

Oct 24 9:44 AM EST

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To: The1Stockman who wrote (730)	11/1/2012 1:08:47 PM
From: architect*	Read Replies (2) of 1133

I'd like SAND to print $12.50, please. Otherwise, on a cash flow valuation the junior miners have much lower multiples and percentage wise benefit more from exploration success. Exploration success from a stream makes SSL.v ROI rapidly increase, and SAND has a high profit margin and high ROI on initial investment, but SSL.v should be valued on Q3 2012 cash flow metrics. The streamers all have a considerable amount ot future growth in the current price. SSL.v now has $150 million in investment capital. Does anybody have the 2012 Q3 cash flow multiples for SLW and SSL.V? I'd say SSL.v should trade at a discount to SLW using Q3 multiples. The market action in the last two days says the junior miners are undervalued relative to the gold and silver. The market value on the juniors is based on cash flow. Resources in the ground are free or almost free.

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