PodcastCompany InterviewsOctober 24, 2026
West Wits Mining (ASX:WWI) - 'Undervalued?' Investment series, with Rudi Deysel
West Wits trades at roughly A$21/oz resource versus peer range of A$44-118/oz despite funded construction and first gold already poured.
- Valuation gap: Deysel pegs enterprise value at ~A$21/oz against a 7.24Moz JORC resource at 4.0 g/t, versus ASX peers at A$44-118/oz.
- Fully funded construction: A$97M facility (Absa/Nedbank) includes A$13M working capital and an untouched A$8M cost-overrun buffer, plus 18-month interest/principal holiday.
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Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
