Goldman Sachs initiates Ramelius Resources stock with Neutral rating

Published 02/07/2025, 16:08
Goldman Sachs initiates Ramelius Resources stock with Neutral rating

Investing.com - Goldman Sachs has initiated coverage on Ramelius Resources (ASX:RMS) (OTC:RMLRF) with a Neutral rating and a price target of AUD2.75, implying approximately 10% upside compared to the firm’s covered gold peer average of 12% upside. The company, currently trading at $1.65 with a market capitalization of $1.92 billion, maintains an attractive P/E ratio of 8.25 and has demonstrated robust revenue growth of 54% over the last twelve months. According to InvestingPro, the company’s financial health score is rated as EXCELLENT.

Ramelius Resources owns and operates two production and processing hubs across Western Australia: Mt. Magnet and Edna May, with the latter scheduled to transition into care and maintenance as of April 2025.

The company is advancing its Rebecca-Roe Growth project, located approximately 150 kilometers from Kalgoorlie, which is expected to become a new production hub with first gold targeted for 2027.

The Rebecca-Roe project has the potential to contribute approximately 130,000 ounces per annum over an initial nine-year life of mine.

As of June 2024, Ramelius Resources has a combined Mineral Resource of 180 million tonnes at 1.5 grams per tonne containing 8.7 million ounces, with a 20 million tonne Ore Reserve at 1.6 grams per tonne containing 1.1 million ounces.

In other recent news, Ramelius Resources has been the focus of significant developments. JPMorgan initiated coverage on the company with an Overweight rating and set a price target of AUD3.10. The firm’s analyst highlighted the Mt Magnet mine in Western Australia as a key asset, benefiting from higher-grade ore processed on-site. Additionally, Ramelius is in the process of acquiring the remaining 80% of Spartan Resources, which owns the Dalgaranga Underground development project. This acquisition is expected to enhance the region’s production capacity to over 350,000 ounces per annum. The Rebecca-Roe development project is another focal point, with anticipated production of 130,000 ounces per annum and a final investment decision planned for the third quarter of 2025. Despite transitioning the Edna May operation into care and maintenance, it still holds a substantial gold resource. JPMorgan’s analyst expressed confidence in Ramelius Resources’ growth potential, projecting a production increase to approximately 500,000 ounces per annum. These developments reflect an optimistic outlook on the company’s future performance.

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