It was said with aspirational hopefulness borne out of the...

It was said with aspirational hopefulness borne out of the wistful thought that good will triumph over evil.

PSC (what is it, +13% over the last two days?) and BGS seem to be in similar positions, and that is - undervalued. The sheer maths of the BGS operation will overcome any negative sentiment shortly. It just has to. With the recently announced 47% cost reduction, the NPV10 - as calculated by some people far more astute than me - is quite off the chart.

Here's the link (thanks @john_utah) and a short summary:

1) Previous PFS, NPV10 is: $142M | Operating Cashflow: $726M | EBIT: $555M
2) Recently revised figures - inc cost reductions, NPV10: $317M | OC: $1B | E: $852M
3) If the new PFS doubles the resource size, NPV10: $503M | OC: $2B | E: $1.8B

So, even if the new PFS increases the resource, by say.. 25% you are still coming out well in front. And for a MC of, what is it.. $116M, it's really got a long way to go before it even gets close to it's (somewhat overvalued) peers.

*Obviously a bunch of assumptions with all the data, but even if the maths is a bit out, it's all really quite positive.

Ok. Actually just more fascinated in it really, but enough ramping from me on this one.. Other opinions welcome.