Added to YB: 2026-03-09
Pitch date: 2026-03-05
ODY.AX [bullish]
Odyssey Gold Limited
+2.5%
current return
Author Info
Alberto uncovers situational value stocks positioned for both short and long term price appreciation. Sign up for the newsletter.
Company Info
Odyssey Gold Limited engages in the exploration and development of mineral resource properties in Western Australia.
Market Cap
AUD 50.4M
Pitch Price
AUD 0.04
Price Target
0.16 (+264%)
Dividend
N/A
EV/EBITDA
-19.74
P/E
-13.98
EV/Sales
N/A
Sector
Metals and Mining
Category
value
Odyssey Gold (ASX: ODY) – The making of a new gold miner
ODY.AX (new position): WA gold dev w/ 407koz @ 2.5g/t resource trading A$86/oz EV vs peers at A$200-2400/oz. Funded low-capex (A$5M) toll mining path to production in 2026-27 via Burnakura MOU. NPV A$404M vs A$49M mcap. Breakeven $2625/oz gold provides 51% downside buffer. Mgmt owns 8.2%, Collins St largest holder. Catalysts: scoping study, toll deal finalization. Risks: toll agreement failure (delays production to 2027), gold price drop, takeover at modest premium caps upside. 200-300%+ potential to peer valuations.
Read full article (9 min)