Sharing investment research and comments on West Wits Mining

Question

Starting a thread sharing research and comments on West Wits. West Wits is a gold miner in South Africa. Its mine is in production. It is early in its production ramp. Will hit its steady state of production in late 2028/2029. Valuation is attractive relative to most gold stocks in Australia. Presumably, due to the fact that it is a gold miner in South Africa, plus lack of production track record (for now).

Do you own research. Not investment advice.

Doug · Answer

Broad comment on the market. Aussie junior miners had been weak for the past few months.

Doug · Answer

This is the first write up on West Wits. Key risk taking on is the jurisdiction risk. I am comfortable with the production ramp risk though. Valuation is attractive.