Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
RML.V
SELLREMOVERusoro Mining Ltd. · Basic Materials · Canada · $517M · Avg Vol: $166K/d
Rusoro Mining is a speculative gold play with assets historically tied to Venezuela. It fails the Terry Smith quality filter due to extreme jurisdictional risk and lacks the structural competitive advantage or margin of safety required by Buffett.
COMPANY DESCRIPTION
Rusoro Mining Ltd. is a gold exploration and development company with historical mining assets in Venezuela, currently focused on recovering a multi-billion-dollar arbitration award against the Venezuelan government. The company holds a significant ICSID arbitration judgment against Venezuela, making its primary value driver the legal enforcement and collection of these funds. It is a special situations resource company offering unique exposure to sovereign debt recovery and geopolitical arbitration.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 0 | 0 | 0 | 0 | — |
| EPS | -0.02 | -0.03 | -0.04 | -0.30 | — |
| Shares | 565M | 578M | 616M | 627M | +10.9% |
| Debt | 48M | 52M | 58M | 107M | 30.9% |
| Equity | -74M | -91M | -110M | -285M | — |
| Op CF | -667,777 | -1M | -3M | -2M | — |
| Inv CF | — | — | — | — | — |
| Fin CF | 667,777 | 3M | 2M | 2M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of RML.V are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| RML.V | Rusoro Mining Ltd.(you) | $517M | 26 | SELL |
| BSX.TO | Belo Sun Mining Corp | $543M | 24 | SELL |
| AMRQ.L | Amaroq Ltd. | $601M | 23 | SELL |
| FF.TO | First Mining Gold Corp. | $481M | 19 | STRONG SELL |
| AMX.V | Amex Exploration Inc. | $513M | 35 | SELL |
| GGA.V | Goldgroup Mining Inc. | $356M | 29 | SELL |
| HSTR.V | Heliostar Metals Ltd. | $412M | 34 | SELL |
| BYN.V | Banyan Gold Corp. | $405M | 34 | SELL |
| ITH.TO | International Tower Hill Mines Ltd. | $671M | 17 | STRONG SELL |
| TUD.V | Tudor Gold Corp. | $284M | 23 | SELL |
Peer medians: ROE -12.3% · P/E 15.3x · Gross margin 0.0%