Newmarket Gold / NMI, NMKTF (TSX, OTC)

Sehr schönes Update von The Investment Doctor. Der schwache AUD verbessert stark das Ergebnis von NMI.
Gegenwärtiges CF von 8 - 9 % bei Schuldenfreihei ist sehr gut. Der Kurs weiterhin sehr solide....

Was hier nicht erwähnt wird, ist die Nähe von Fosterville zum legendären Bendigo, werde ich mal näher etwas recherchieren.

„Newmarket is doing very well, and I think shareholders can look forward to another year with $25M in free cash flow this year for a free cash flow yield of 8-9%. That's great, and what makes the story even better is the fact Newmarket should be debt-free by now. It had some convertible debt on the balance sheet, but this was converted into common shares, cleaning up the balance sheet.

In fact, I'm expecting Newmarket to report a net cash position of $40M+ by the end of this quarter. As long as the Australian dollar remains weak, Newmarket Gold should be bought on weak moments!..“

http://seekingalpha.com/articl…old-australian-dollar-key

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Edel

[Blockierte Grafik: https://staticseekingalpha.a.ssl.fastly.net/uploads/2016/3/27/12881201-14591108979276772_origin.jpg]

2 Jahre vor Fälligkeit durch Wandlung in Aktien. zusätzlich neue Aktien.
Das ergibt eine Verwässerung von rd.18 %; der Kurs gab gestern 8,3 % nach. Insgesamt hat der Kurs vom ATH 10,5 % abgeben, weniger als der Zuwachs an Aktien, das ist sehr gut.

Gestern hohe Vola von 2,35 - 2,01 C$, habe den Depotbestand um 20 % erhöht.

PR vom 30.03.: http://www.stockwatch.com/News…58143&symbol=NMI&region=C

„Mr. Douglas Forster reports
NEWMARKET GOLD REDEEMS OUTSTANDING CONVERTIBLE DEBENTURES

An aggregate $34.29-million of Newmarket Gold Inc.'s $34.5-million 8-per-cent convertible unsecured debentures due April 30, 2018, were converted by the holders into common shares prior to the redemption date. The company will redeem the remaining unconverted debentures today. An aggregate of 10,287 common shares of the company will be issued to complete the redemption, and accrued and unpaid interest up to, but excluding, the redemption date, will be settled in cash. Following the redemption, the company will have approximately 174.7 million shares issued and outstanding...

Zitat von valueman

Interview mit CEO Douglas Forster

http://www.theaureport.com/pub…hat-is-just-the-beginning

Überzeugend positiv :
„Newmarket Gold's Shares Up 75% in 2016 and That Is Just the Beginning...

We feel we are only just starting to create value for our shareholders. With sustainable gold production of over 200 Koz, a decreasing cost profile and both an organic and an acquisition-based strategy for growth, we believe the future for Newmarket and our shareholders is very bright..“.

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Edel

Danke. Kämmerer, mein Glückwunsch zu Deinem Engagement ! Mein Zukauf war etwas glücklich, eher zu spät und hat alten Bestand wieder hergestellt.

NMI ist ein ganz starkes Stück; trotz des hochkarätigen Managements hatte ich diese sehr gute Entwicklung nicht erwartet.

Es ist wohl eine der Aktien, die bei Rücksetzern -- die immer mal kommen, sh.Chart -- zugekauft werden können.

Der von mir heute bereits wiederholt bei anderen Highflyern gezeigte Barchart ist auch euphorisch gestimmt zu NMI: http://www.barchart.com/opinions/stocks/NMI.TO

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Edel

Erwerb erfolgt vom Großinvestor Luxor Capital, Sprott besitzt nun 15,15 Mio Aktien = 8,7 % der Gesellschaft und erhält Option auf den Kauf weiterer 16,2 Mio Aktien.

PR vom 4.04. : http://www.stockwatch.com/News…60042&symbol=NMI&region=C

„ Douglas Forster, president and chief executive officer of Newmarket, stated: "Mr. Sprott is a renowned and respected leader in the investment community, and one of the world's premiere gold and silver investors. Newmarket is very pleased to have Eric as a larger shareholder of the company, and we appreciate his continued support as we continue to focus on creating shareholder value from our three producing gold mines in Australia."

Mr. Sprott stated: "Newmarket has a strong management team and board of directors. I am impressed with the progress that Newmarket has made with record gold production in 2015, the very positive outlook for production growth and operating cost reductions, and its strong balance sheet with essentially no debt. I look forward to being a supportive shareholder and participating in the growth of the company."

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Edel

Zitat von Kämmerer

...Der Kurs geht seit einer Woche jeden Tag kontinuierlich hoch. Unglaublich. Wo will das Teil hin? Ich sehe schon 3,00 CAD und mehr

Schaun wir mal, wer hätte das vor Monaten gedacht....
Sehr postive Pressemitteilungen, hier gleich 2 fach von The Globe & MAIL, stützen die feine Kursentwicklung von NMI, denn unter dieser Auswahl.

Unvermittelt wetteifert NMI mit meinen Depotspitzen FNV und KDX um die Führung.

„The Globe and Mail attempts to identify profitable Canadian companies with growing earnings in its Thursday, April 7, edition....
Mr. Tam's profitable companies with earnings growth are Hardwoods Distribution, Newmarket Gold, Wi-LAN, Magna International, Nobilis Health and Altus Group.“

http://www.stockwatch.com/News…60934&symbol=NMI&region=C
http://www.stockwatch.com/News…61266&symbol=NMI&region=C

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Edel

Katusa Research verkaufte Newmarket mit 120 % Gewinn, seine Schlagzeile bezieht sich auf Sprott, der später hier einstieg.
Dabei strunzt er u.a mit seinem frühen Bericht vom 14.05.15, aber meine Wenigkeit war noch ein wenig früher dabei.

Wie im eigenen Depot berichtet, habe ich nahe ATH einen Teilverkauf von 1/3 des Bestandes ausgeübt, der immer noch sehr große „Rest“ ist weiterhin Kernbestand.

„Billionaire fund manager Eric Sprott just bought 10 million shares at $2.25. Many analysts and newsletters are on the bandwagon touting the story. I wish them well. But it’s time for me and my readers to lock in the gains.
When news of Eric Sprott’s hit the streets the shares jumped 25%. Fundamentally nothing has changed in the story, other than market expectations. We beat a billionaire to the story....“

https://katusaresearch.com/bea…155-gains-less-11-months/

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Edel

NMI mit guten Daten, auch der Kurs weiter aufwärts.. Noch eine Anmerkung zu Sprott. Daß dieser Tycoon zum 2.mal innerhalb kurzer Zeit seine Beteiligung an NMI erhöht, ist ein sehr gutes Zeichen und hat sicher das Interesse im Markt verstärkt.
Der zuvor erwähnte Katusa hat m.E. zu früh verkauft und damit angegeben.

PR vom 29.04.:http://www.stockwatch.com/News…67189&symbol=NMI&region=C

„--- Strong financial position: cash position to $52.1-million as at the end of first quarter 2016, a $15.6-million increase from year-end. Working capital of $38.6-million at quarter-end and only $1.6-million in long-term debt following full conversion and redemption of convertible debentures;
--- Solid first quarter gold production: consolidated gold production of 58,057 ounces increased 9.2 per cent over fourth quarter 2015 and a decline of 2.7 per cent over Q1 2015;
Record quarterly performance at flagship Fosterville mine: Fosterville achieved record quarterly production of 33,138 ounces with record average grade of 7.34 grams per tonne up 28 per cent year over year, and recovery of 86.8 per cent;
--- Record-low all-in-sustaining costs (AISC): record-low consolidated AISCs per ounce sold of $908 (2016 guidance of $950 to $1,025);
--- Operating cash costs in line: consolidated operating cash costs per ounce sold of $701 (2016 guidance of $650 to $725);
--- Fosterville achieves low operating cash costs and AISCs: Fosterville operating cash costs and AISCs per ounce sold of $473 and $723, respectively...

Outlook -- 2016
In 2016, Newmarket remains an established plus-200,000-ounce gold producer well positioned to execute a strategy of both organic growth as well as growth through the consolidation of high-quality gold assets in the world's most desirable mining jurisdictions.“

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Edel

G&M hebt Newmarket besonders hervor, und das zu recht....

PR vom 18.05.:http://www.stockwatch.com/News…74559&symbol=NMI&region=C

„The Globe and Mail attempts to identify Canadian companies that rank highly in earnings quality, credit health and their ability to generate "alpha," according to Thomson Reuters StarMine models in its Wednesday, May 19, edition....

For liquidity purposes all companies included have a market capitalization of at least $300-million and a Combined Alpha Model score of at least 80 to signify potential growth opportunities. Firms poised to deliver alpha are Bird Construction, Newmarket Gold, Semafo, Genworth MI Canada and Exco Technologies.“

PR vom 16.05.: http://www.stockwatch.com/News…73623&symbol=NMI&region=C

„NEWMARKET GOLD ANNOUNCES POSITIVE PRELIMINARY ECONOMIC ASSESSMENT FOR THE 100% OWNED MAUD CREEK GOLD PROJECT - PRE-TAX NPV5% OF AUD$201 MILLION...

--- Pretax net present value at a 5-per-cent discount rate (NPV5) of $201-million ($155-million (U.S.)) and internal rate of return (IRR) of 116 per cent with a 1.25-year payback period.
--- Aftertax NPV5 of $137-million ($105-million (U.S.)) and IRR of 80 per cent and a 1.25-year payback period.
--- Mine life of 9.5 years with average annual gold production of 52,000 ounces and peak annual gold production of approximately 70,000 ounces.
--- Total recovered gold of 496,000 ounces.
--- Life-of-mine (LOM) diluted head grade of 4.2 grams per tonne gold.
--- Preproduction capital cost estimated at $42-million ($32-million (U.S.)).“

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Edel

Zu einigen Rekorden ein feiner Chart. ATH, zügig steigende MAs, verengendes Bollingerband.

„NEWMARKET GOLD ACHIEVES RECORD QUARTERLY PRODUCTION OF 61,191 OUNCES IN Q2, 2016, PRODUCES 119,248 OUNCES IN FIRST HALF OF 2016
Newmarket Gold Inc. has released production results for the three and six months ended June 30, 2016...

--- Cash balance of $69.9-million as of June 30, 2016, representing an increase of 34 per cent or $17.8-million from $52.1-million as at March 31, 2016...
--- Record quarterly consolidated gold production of 61,191 ounces, up 9 per cent from second quarter 2015 with first half 2016 consolidated gold production of 119,248 ounces on track to exceed full-year production guidance (205,000 to 220,000 ounces)...
---Fosterville delivered a quarterly record 37,245 ounces, achieving record mill grade of 7.50 grams per tonne gold and record quarterly recovery of 90.8 per cent...

Douglas Forster, president and chief executive officer of Newmarket Gold, stated: "We are very pleased to report record quarterly consolidated production of 61,191 ounces in Q2 2016, driven by record production, grade and recoveries at our flagship Fosterville gold mine. Strong operating performance resulted in a significant increase in our cash balance at quarter-end to $69.9-million, an increase of 34 per cent or $17.8-million from Q1 2016...“

http://www.stockwatch.com/News…89137&symbol=NMI&region=C

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Edel