Juniors aus Kanada

Apogee ....macht gestern ohne Meldung einen Hüpfer um 50% nach oben.....weiß jemand was oder hab ich da was übersehen???

Coeur geht shoppen......weihnachtsschnäppchen machen

http://www.rohstoff-welt.de/news/artikel.php?sid=52579

Goldcorp übernimmt Probe Mines..........

http://www.minenportal.de/unte…ebernimmt-Probe-Mines-Ltd.

Übernahmepries 50% über Schlusskurs PRB am 16.01.2015

PZG, PRB..... Who is the next?

In diesem Zusammenhang fällt mir Midas Gold ein CA: MAX.......ähnlich PRB aber m.E. günstiger......sicher Lokation (Idaho).......gute Grades + Byprodukts Antimon und Silber....
Ich erwäge hier eine Position zu riskieren...ich hätte sie gerne zwischen 0,46 - 0,48CAD

http://www.goldsilverdata.com/…/304-Midas-Gold-Corp.html

http://www.midasgoldcorp.com/i…MidasGoldPresentation.pdf

VG

MAX gestern +17% und ich wollte Sie doch billiger haben......mal wieder zu geizig gewesen

... von Ende letzter Woche. Habs mal hier her gepackt:

http://www.midasletter.com/201…-etf-quantitative-easing/

Zitat

James West: Okay. Well, this past week, in the last five days, in Canada alone, there has been over $750 million in financing in gold mining companies, which one might argue portends a recovery, or at least on the part of the investment banking community, the anticipation of a recovery in the gold price that is going to be sustained. Do you think that that is the case right now? Is it time for investors to get into gold miners?

Rick Rule: I think that the financing came about as a consequence of the fact that they could. I think that’s useful, because the industry can’t save its way into prosperity; it needs to build its way into prosperity. I have a lot of opinions with regards to the financings, in particular, some of them, which seem to be fairly overpriced relative to the current state of the market. And I’ve always joked, in fact, that the private sector can do everything better than the public sector, including printing phony securities; that is to suggest that all the financings were lousy.

I think that the sector will do relatively well, particularly compared to what it’s done in the last three years, irrespecting of the state of the financings. But the state of the financings do tell you that there is an awful lot of cash that would like to come back into the sector, given appropriate opportunities.

I think a more important thing to say with regard to the gold equities is that some of the senior gold companies are becoming much more responsible stewards of capital than they were for the last 15 years. You and I have talked before about many of the mining companies’ worst ills being self-inflicted: doing stupid acquisitions, putting marginal projects into production, bringing projects on double-budget, and things like that. And you’re beginning to see a much more rational allocation of capital in the sector, which I think ironically will do at least as much, and perhaps more, for the sector than an increase in the metals price will. And from that point of view, I feel very attracted.

My second comment with regards to the juniors is that the juniors are doing precisely what you would expect them to do in this market, which is to say, they’re bifurcating. There are 20 percent of the juniors that are run by good people that have viable projects, that really probably bottomed a year ago and that are doing fairly well.
You have 80 percent of the juniors which are truly flotsam and jetsam, that continue to languish, and with any luck at all, will become extinct.

James West: Or become medical marijuana companies.

Rick Rule: Yes. Go into a business that they know something about and care about.

Alles anzeigen

[Blockierte Grafik: http://images4.fanpop.com/image/photos/16500000/mary-jane-marijuana-16534362-329-328.jpg]

Gruß,
gutso

PPS: Das heisst, für mich als Fazit aktuell, nicht NUR nach Schnäppchen Ausschau zu halten, sondern ruhig auch die seit Ende 2013, aber auch die seit Dezember 2014 bereits gut gelaufenenen Juniors mit zu analysieren.
Habe aktuell etwa 3 relativ unbekannte Canada Explorer im Blick, poste dazu aber erst was wenn ich mir sicher bin dass sie was taugen.

Southern Silver WKN: A12BX1

Hat jemand diese Aktie auf dem Schirm und weiß evtl., warum die zur Zeit so zulegt, nachdem sie jahrelang stetig an Wert verlor?
Seit den Tiefstständen ging es doch ordentliche round about 300% gen Norden.

Sieht mr stark so aus, als ob da jemand pusht.

Hast Du das schon gesehen?
http://silverinvestingnews.com…rts-results-from-agm.html

Gruß! Fritz

Toachi Mining (TNL.TSX) WKN: A2AQ7G

Hab mal kurz recherchiert ...

Anbei die Präsentation und bzw. das Factsheet, wer nicht gleich alles lesen will ;). Klingt alles gar nicht so schlecht ... was meinen die alten Hasen ?

Habs erstmal hier vom Zusammenhang geschrieben .. Bitte ggf. an die richtige Stelle verschieben

Und noch ein Junior aus Kanada ... schon etwas interessanter von der Story

Prize Mining WKN:A2AQ71

Aktuell bei 0,47€

Einstufung von True Research zu Prize Mining Corp.
Unternehmen: Prize Mining Corp. ISIN: CA74270U3091

Anlass der Studie: Erstempfehlung Empfehlung: Kaufen seit: 16.05.2017 Kursziel: 3 EURO Kursziel auf Sicht von: 12 Monate

Hintergrund:

CEO Feisal Somji ... ehemals CEO von Rio Alto Mining ..

Kena und Daylight Goldprojekt - 1,9 Mio. Unzen bestätigte Reserven

"Auf beiden Projekten befinden sich einige historische Goldminen, welche sich in den Jahren 1937 und 1981 in Produktion befunden haben. Auf dem Daylight Projekt wurde damals zu durchschnittlichen Goldgehalten von über 37 Gramm/Tonne Gold abgebaut. Das mehr als 8.000 Hektar große Kena Gold- und Kupferprojekt verfügt über 6 historische Goldminen und einer Goldressource von gewaltigen 1,9 Mio. Unzen Gold. Die historische Mine Euphrates produzierte mit einem durchschnittlichen Goldgehalt von mehr als 46 Gramm/Gold und 249 Gramm/ Silber pro Tonne ... "

Das erfahrene Managementteam rund um den CEO Feisal Somji verfügt über einen sensationellen Track Record und war nicht nur in der Rio Alto Mining Story aktiv, sondern in vielen weiteren namhaften Deals. Prize Mining hat derzeit 50 Mio. Aktien ausstehend. Die Insider rund um das Managementteam von CEO Feisal Somji zeichneten einen Großteil der zuletzt abgeschlossenen Kapitalerhöhung in Höhe von 6 Mio. CAD. Diese hohe Insiderbeteiligung (rund 20%) ist bei Explorationsunternehmen als ein großer Vertrauensbeweis zu werten, wenn das Management ihr eigenes Geld in die Firma investiert. Mehr als 28 Mio. Aktien (Vorbesitzer Daylight und Kena Projekt) sind für 3 Jahre vom Handel gesperrt, daher ist der eigentliche Freefloat sehr gering. Dies sind unserer Meinung nach exzellente Voraussetzungen für schnelle Kurssteigerungen!

Hier der Link:

Analyse True Research / Börse-Online

Bin auf Meinungen gespannt

Auch der Caesars Report beschäftigt sich seit kurzem mit diesem Wert:
https://www.caesarsreport.com/…1-9moz-gold-project-come/

Atlantic Gold Corp. (AGB.V)

• Canada’s next open pit gold project fully permitted, financed, and in construction.
• Base case LOM will produce 87,000 oz. gold/year over a minimum 8.5 year mine life** at All-in Sustaining Costs of US$518/oz.*
• Additional satellite deposits containing 251,000 oz’s indicated and 882,000 oz’s inferred have potential to add to LOM ounces of MRC***
• Recognition of disseminated style mineralization in recent years has changed the understanding of the potential of the region. Shale hosted mineralization previously overlooked combined with traditional quartz veins results in 50-100 m wide bulk mineable zones in open pit.
• Region underexplored for this deposit model.
• Q3 2017: Mine and Plant Commissioning
  Q4 2017: Ramp Up to Full Production

aktuelle Präsentation

Goldrea Resources (GOR.CSE)

wurde hier in diesem Faden vor Jahren schonmal angesprochen, mir bis heute unbekannt.
Sind an der CSE gelistet und somit nicht greifbar für mich, egal.
Hier eine schöne Übersichtskarte für's Wochenende:

[Blockierte Grafik: http://goldrea.com/wp-content/uploads/2015/04/argosmap.jpg]

Ich krame ja gerne mal in den Tiefen und hab jetzt auch keinen eigenen Thread zu Orvana Minerals gefunden. Die haben zwar zuletzt massiv Probleme am Hals, aber wieso werden die schon seit Jahren auf so einem niedrigen Niveau gehandelt? Immerhin 100.000 Unzen, mehr hat doch eine Transsiberian Gold oder K92 Mining derzeit auch nicht. Kurs 0,13 Can$ bei 136 Mio Shares ergibt ne MarketCap von 17 Mio Can$ - bei dem EBITDA? Wie gesagt, zuletzt kamen massiv Kostenprobleme und die Minengeschichte hinzu - die werden aber schon seit Jahren auf dem Niveau gehandelt...

Ausführliche Zahlen hier:

https://www.orvana.com/English…020-Guidance/default.aspx

ORVANA REPORTS FOURTH QUARTER AND YEAR-END FINANCIAL RESULTS, PROVIDES 2020 GUIDANCE

11/26/2019
All Amounts in US Dollars Unless Otherwise Stated
Fiscal 2019 Consolidated Highlights:

• Production of 110,063 gold equivalent ounces (97,259 gold ounces, 5.0 million copper pounds and 194,693 silver ounces);
• Cash Operating Costs ("COC") and All in Sustaining Costs ("AISC") of $1,094 and $1,253;
• Revenue of $136 million;
• EBITDA of $18.1 million;
• Capital expenditures of $10.9 million;
• Cash balance of $12.4 million as of September 30, 2019.

TORONTO, Nov. 26, 2019 /CNW/ - Orvana Minerals Corp. (TSX:ORV) (the "Company" or "Orvana") announced today financial and operational results for the fourth quarter ("Q4 2019") and for the fiscal year ended September 30, 2019 ("Fiscal 2019). The Company is also providing financial and operational updates for its El Valle and Carlés Mines operations in northern Spain (managed by the Spanish subsidiary "OroValle") and for its Don Mario Mine operations in Bolivia (managed by the Bolivian subsidiary "EMIPA").
The audited consolidated financial statements for Fiscal 2019 ("2019 Financials") and Management's Discussion and Analysis related thereto ("2019 MD&A") are available on SEDAR and on the Company's website at www.orvana.com.
Fiscal 2019 Highlights:

• OroValle:
  
  
  • Production increased by 10% to 64,327 ounces gold compared to 58,259 ounces in fiscal 2018;
  • Production increase was due to a combination of 6% higher throughput at the mill and 4% higher head grade.
  • Gold head grade increased to 3.26 g/t, compared to 3.13 g/t reported last year.
  • Copper production decreased to 5.0 million pounds, compared to 5.1 million pounds in fiscal 2018; production exceeded guidance.

• EMIPA:
  
  
  • The Company progressed with the engineering and metallurgical studies to process an oxidized stockpile ("Oxide Stockpile Project"), and anticipates moving forward with the development of a new sulphidization plant circuit to treat the mineral resource (Measured) of 2.18 million tonnes with an average gold grade of 1.85 g/t; and approximately 386,950 oz of gold equivalent¹. It is expected that the Oxide Stockpile Project will be in operation by FY2021.
  • Production of 32,932 ounces gold was 27% lower compared to the previous year.
  • Gold head grade of 1.51 g/t, compared to 2.16 g/t reported last year, with the decrease due mainly to lower ore grades on the last benches of Cerro Felix open pit.
  • During the fourth quarter of fiscal 2019, mining activities transitioned from Cerro Félix to the open pit operations at Las Tojas. On November 8^th the Company announced that it would suspend mining operations at Las Tojas effective on or before December 31, 2019, due to higher than expected ore-grade operational mining dilution, resulting in uneconomic unitary costs.
  • In light of the suspension of operations, the Company has completed an impairment test in respect of carrying values at the end of fiscal 2019, concluding that the net recoverable amounts are greater than the carrying values of the assets. As such, there was no impairment of such carrying values as at September 30, 2019.
    

    
    

    
    

    Note 1: Cautionary Statement – Mineral resources that are not mineral reserves do not have demonstrated economic viability. The mineral resource for the oxides stockpile was prepared in compliance with National Instrument 43-101 and CIM guidelines, as set out in the Don Mario Mine Operation 2016 Technical Report dated January 27, 2017 and effective as of September 30, 2016 (the "2016 Report"). The 2016 Report was prepared on the assumption that the stockpile would be processed by floatation and would not be included in the carbon-in-leach circuit. However, during FY2018 and FY2019, the Company has been evaluating metallurgical alternatives to process the oxides stockpile, concluding that a sulphidzation circuit would maximize the value of the stockpile. A copy of the 2016 Report is posted under the Company's profile on www.sedar.com. These mineral resources were estimated using a gold price of US$1,300 per ounce, copper price of US$3.00 per pound and silver price of US$18 per ounce, prices of which were used in the 2016 Report.
    

• Financing:
  
  
  • The Company closed a new credit facility (the "Credit Facility") with a syndicate of local banks, through its wholly-owned subsidiary OroValle, for a total amount of €8 million (€6 million in January and €2 million in May) at an attractive interest rate of 2.55%.
  • Concurrent with the closing of the Credit Facility, Orvana repaid the Samsung C&T Prepayment Facility, originally established in August 2016 (see news release dated February 6, 2019).

Fiscal 2020 Primary Objectives:

• Orovalle:
  
  
  • Increase the reliability of the underground mining fleet by enhancing current preventive maintenance programs.
  • Continue reducing unitary costs, based on current cost reduction programs.
  • Conversion of current mineral resources into mineral reserves as well as the definition and addition of new resources to the existing ore bodies to extend the current mine life.
  • Continue with the execution of greenfield exploration programs mainly focused on Ortosa-Godán and Lidia permits which will target additional mineral resources to the current mine life.

• EMIPA:
  
  
  • New sulphidization plant circuit development to allow for the processing of the Oxide Stockpile Project (2.18 million tonnes); the Company anticipates that, subject to the favourable completion of technical, economic and funding analysis, the sulphidization circuit and ancillary facilities may be in full production by FY2021.
  • Continue development of studies for the reprocessing of tailings for a potential treatment of 8 million tonnes.
  • Regional exploration program mainly focused on the Company's land package of 58,000 hectares in the Don Mario Complex.
  • Orderly suspension of mining and milling operations, labour restructuring, and expedient implementation of temporary care and maintenance program.

• Taguas:
  
  
  • The Taguas Mine Development project is located in San Juan Province in Argentina. The Company expects to close the acquisition (including the rights transfer registration and the TSX final acceptance) during Q1 2020. Subject to closing the transaction and securing the required financing, the Company is preparing a drilling program in order to expand the current resources (see news release dated May 14, 2019) and to support the potential upgrade in Mineral Resource estimates.

Juan Gavidia, CEO of Orvana Minerals stated: "We are very pleased to report that OroValle has reached sustainable levels of operation with a trend of lowering unitary costs year over year. We are also excited with our current exploration targets in and around the El Valle and Carlés Mines, as well as regional targets at the Lidia and Ortosa-Godan permits, which are anticipated to add mineral reserves and resources to OroValle's current mine life". Mr Gavidia continued, "As for the EMIPA operations, we are diligently working to develop final engineering and financing for the Oxides Stockpile Project, and we would expect that processing operations will resume in FY2021. In addition, we are also conducting studies on the reprocessing of the tailings to extend the mine-life at Don Mario."

Orvana verliert doch fortlaufend Geld, warum sollte man sie hoch bewerten?

Aus Deinem link (runterscrollen bis Financial Performance)

Net income (loss)

Q4 2019: ($3,626)
Q3 2019: ($3,914)
Q4 2018: ($1,231)
FY 2019: ($5,266)
FY 2018: ($11,097)

Gruß! Fritz

Bei ihren hohen AISC (um 1'400 $, brutal) bräuchte es einen Goldpreis ein paar Qs über 1'500 $, dann erst funktionierts. Der Hebel wäre da. Speziell finde ich ihre Mine in Spanien. (Beim Firmenvideo haben sie nicht gespart.) Imposant der Aufwand, den selbst die kleinen betreiben müssen. Setze ich auf Watchlist.

Es gab grössere Insiderkäufe bei Chesapeake mit 1,6 Mio Wert

https://ceo.ca/ckg

Metates und einige andere Liegenschaften sind ausgesprochen interessant - die haben allein bei Metates ca 27 Mio AU Equivalent und denken nun über technische Lösungen nach diese so effizient wie möglich zu fördern. Daher übernehmen sie nun ein Unternehmen, das sich wohl auf die Optimierung chemischer Prozesse spezialisiert hat.

"Chesapeake Gold Announces Acquisition Of Alderley Gold Corp.
Creating A Platform For Future Growth And Mining Innovation;
Alan Pangbourne To Be Appointed Chief Executive Officer"

wenn man bedenkt, dass allein die Metatesreserven mit nur 9,2 Can $ je unze AU bewertet ist muß man diese Aktie haben - hier sind die anderen Assets noch gar nicht berücksichtigt (ich denke dass zB Talpoosa gar nicht so uninteressant ist...)

Daher nochmals nachgefasst. Depotschwergewichte sind nun Chesapeake, Troilus, SSR, Iamgold und USAS

CKG hat eine CAPEX von 1,9Mrd. $...wie hoch wohl der Goldpreis steigen muss dass sich jemand findet, der dass finanziert?