Question about high current ratio for some gold miners
October 14, 2009
– Comments (2) |
RELATED TICKERS: ANV
, XRA
, GG
Two of my biggest shorts, ANV and XRA, have great current ratios (2.64x and 20.80x, respectively). But neither of them have a lot of raw materials in inventory. All of their current assets come from their cash and short term investments.
This isn't the same for more well known miners like GG or KGC, who have roughly the same amount of cash/short term investments as they do assets in inventory (which I assume are raw materials like gold).
Is this common for mid cap gold miners? Are they trying to beef their balance sheet without adding gold to their inventories? Have you seen this before? What type of current account do you prefer?
Thanks.