Marathon Gold Corp. / MOZ, MGDPF (TOR, OTC)

    Ein erfahrener neuer COO an Bord:


    Meldung 08.07.2020


    TORONTO, July 08, 2020 (GLOBE NEWSWIRE) -- Marathon Gold Corporation (“Marathon” or the “Company”; TSX: MOZ) is pleased to announce the appointment of Mr. Tim Williams as Chief Operating Officer, effective July 13, 2020.
    Mr. Williams is a professional engineer with over 25 years of experience in mine construction and operation. Between 2011 and 2016 he served as VP Operations for Rio Alto Mining Inc. and subsequently Tahoe Resources Inc., during which time he was responsible for the construction, ramp-up and successful operation of the La Arena Gold Mine in Peru and the construction of the nearby Shahuindo Gold Mine. La Arena and Shahuindo are currently operated by Pan American Silver Corporation.

    Ein Artikel von Taylor Dart vom 22. Juli von Taylor in Seeking Alpha über die Einschätzung von Marathon Gold bezüglich Bewertung und Übernahmefantasie.


    https://seekingalpha.com/artic…rticle&utm_content=link-0


    ………… langfristiges Ressourcenziel von 5,2 Millionen Unzen auf dem gesamten Grundstück Valentine Lake erreicht, was meines Erachtens vor Ende 2022 machbar ist.
    Damit würde Marathon in eine kleine Gruppe von Gold-Junioren mit einer Ressource von über 5 Millionen Unzen in einer Tier-1-Lagerstätte eingeordnet, was die These weiter untermauert, dass das Unternehmen ein Übernahmeziel für einen mittleren oder kleineren älteren Goldproduzenten ist.


    Doch selbst bei der derzeitigen Ressourcengröße ist die Aktie im Vergleich zu anderen Übernahmen, die wir in diesem Raum gesehen haben, immer noch attraktiv bewertet.


    ……… haben Übernahmen in Tier-1-Jurisdiktionen einen Durchschnittspreis von 99,25 US$/oz erzielt, und Marathon Gold wird derzeit zu einem Unternehmenswert von 270 Millionen US$ gehandelt, wenn man die Cash-Position des Unternehmens von 40 Millionen US$ abzieht.


    Basierend auf der aktuellen Ressource des Unternehmens von 4,05 Millionen Unzen verbleibt Marathon Gold mit einem Wert von nur 66,67 US-Dollar pro Unze und damit mehr als 25 % unter dem Marktpreis für große Goldvorkommen in Tier-1-Jurisdiktionen.


    Daher glaube ich, dass es hier langfristig noch weitere Aufwärtspotenziale gibt, insbesondere wenn wir weiterhin Treffer wie VL-20-823 aus der Berry Zone sehen. Es ist jedoch nicht nur die Bewertung, die darauf hindeutet, dass wir weitere Aufwärtspotenziale sehen könnten.


    Marathon Gold ist nach wie vor eines meiner Top-3-Übernahmeziele im Goldsektor, und die jüngsten Ergebnisse aus der Zone Berry bestärken diese These nur noch mehr. Angesichts des höheren Goldpreises, der den Nettogegenwartswert nach Steuern (5 %) nach oben getrieben hat, und meiner Überzeugung, dass Valentine Lake letztendlich über 5,2 Millionen Unzen Gold verfügt, wenn man das regionale Potenzial hinzufügt, erhöhe ich mein Kursziel von 1,70 US-Dollar (August 2019) auf 2,00 US-Dollar.


    Ich bleibe bei meiner Überzeugung, dass die Aktien wahrscheinlich noch vor Ende des 1. Quartals 2021 übernommen werden.


    Übersetzt mit http://www.DeepL.com/Translator (kostenlose Version)

    Bei MOZ bin ich sehr schön im grünen Bereich und diesen Depotwert werde ich nicht veräußern....bei Rücksetzer würde ich eher noch aufstocken, für mich Basisinvestment, aktuell im Depot mit 13% vertreten was für meinen Struktur sehr hoch ist

    Die gewohnten zuverlässigen und guten BE von Marathon:


    Meldung 08.09.2020


    Marathon Gold Reports Additional Exploration Drill Results from theValentine Gold Project


    Results include 1.47 g/t Au over 111m, 14.39 g/t Au over 9m, 4.25 g/t Au over15mTORONTO, ON – September 8, 2020 - Marathon Gold Corporation (“Marathon” or the“Company”; TSX: MOZ) is pleased to report drill results from recent exploration drilling at theValentine Gold Project, central Newfoundland (the “Project”). These latest results represent fireassay data from thirteen drill holes completed within the six-kilometre long Sprite Corridor,including the new Berry Zone. Highlights include:• VL-20-838 intersected 1.47 g/t Au over 111 metres, including 35.02 g/t Au over 1 metreand including 14.92 g/t Au over 2 metres;• VL-20-839 intersected 14.39 g/t Au over 9 metres, including 60.13 g/t Au over 2 metres,and 4.25 g/t Au over 15 metres, including 13.34 g/t Au over 4 metres;• VL-20-837 intersected 8.24 g/t Au over 5 metres, including 36.21 g/t Au over 1 metre; and• VL-20-844 intersected 4.38 g/t Au over 8 metres;


    :thumbup:
    Gruß
    KPO

    Aktuelle Analysten Empfehlung con CIBC - übernommen aus dem kanadischen Forum "ceo.ca":



    CIBC Analyst RecommendationCIBC has initiated coverage with an outperform rating and a target of $4.00.


    Key Points
    Marathon Gold is a junior gold developer focused on its Valentine Gold project in Newfoundland. The project is in the permitting phase, following the release of a positive PFS in early 2020. With top-quartile AISC, we expect the project to be highly profitable with a ~50% internal rate of return (IRR) at our base case long-term gold price of US$1,650/oz.


    Goldilocks Project That Ticks All The Boxes:
    Valentine Gold is an attractive mid-tier Canadian asset with life-of-mine (LOM) open-pit gold production of 1.7Moz at 1.4g/t over a 12-year mine life. The project’s relatively high-grade reserve base compares favourably with other mid-size North American open-pit projects, and the life-of-mine AISC of ~US$750/oz should generate more than $150M in annual free cash flow (FCF) even at a US$1,650/oz long-term gold price. The project features a relatively simple processing flow sheet, and no obvious sources of elevated technical or permitting risk.


    Advanced Development Story With Re-rate Potential:
    Marathon Gold is one of the most advanced North American developers in the gold sector. The company currently trades at 0.5x P/NAV at spot prices, in line with the peer group, but is, we believe, well positioned to re-rate as it moves towards first production. That potential for a re-rating is further corroborated by the average share price return of ~150% over the two-year pre-production period for comparable single-asset developers, as construction projects are de-risked ahead of first production.


    Exploration Upside Adds To M&A Appeal:
    Valentine Gold would provide a logical growth opportunity for a mid-tier gold producer looking to add nearly 200koz of annual Canadian gold production to its portfolio. Transaction history suggests an average takeout value of $264/oz, vs. Marathon Gold’s current EV/oz of ~$90/oz. Recent exploration success at the Berry target could potentially extend the current mine plan and increase M&A appeal.


    Gruß
    KPO :thumbup:

    Und aufs neue gute BE aus der Berry-Zone:


    Meldung 21.10.2020


    Marathon Gold Reports Latest Drill Results from the Berry Zone,Valentine Gold Project
    Results include 2.61 g/t Au over 85m, 1.57 g/t Au over 21m, 1.32 g/t Au over20m, 3.44 g/t Au over 10m and 2.80 g/t Au over 12 m


    Gruß
    KPO ;)

    https://seekingalpha.com/amp/a…look-valuation-after-drop


    Zitat von Taylor Dart

    Summary


    • Marathon Gold is down nearly 20% from its 52-week highs despite continued drilling success from the company's Berry Zone at Valentine Lake.
    • While multi-million ounce open-pit gold deposits are plentiful in Tier-1 jurisdictions, Marathon remains a rare breed with a high-grade open-pittable resource in Newfoundland.
    • Based on current valuations, the stock is trading below the average paid for Tier-1 gold ounces, especially if we include resource upside at Berry.
    • I continue to see the stock as a top-10 takeover target in the sector, and I would view any pullbacks to US$1.55 as low-risk buying opportunities.

    "Sprite Corridor" liefert weiter gute Ergebnisse:


    Meldung vom 09.11.2020


    Marathon Gold Reports Additional Positive Step-Out Drill Results along the Sprite Corridor, Valentine Gold Project


    TORONTO, Nov. 09, 2020 (GLOBE NEWSWIRE) -- Marathon Gold Corporation (“Marathon” or the “Company”; TSX: MOZ) is pleased to report additional drill results from recent exploration drilling at the Valentine Gold Project, central Newfoundland (the “Project”). These latest results represent fire assay data from fifteen step-out drill holes over an 850 metre strike length of the Sprite Corridor extending from the Berry Zone northeastward towards the Frozen Ear Pond Road. Highlights include:

    • VL-20-876 intersected 4.91 g/t Au over 22 metres, including 20.10 g/t Au over 1 metre and 11.97 g/t Au over 1 metre and 53.44 g/t Au over 1 metre;
    • VL-20-851 intersected 5.79 g/t Au over 5 metres including 20.41 g/t Au over 1 metre;
    • VL-20-855 intersected 23.17 g/t Au over 2 metres;
    • VL-20-879 intersected 15.52 g/t Au over 1 metre and 19.16 g/t Au over 1 metre;

    Und die nächsten Ergebnisse der Infill-Bohrungen auf Berry:


    Meldung vom 19.11.2020


    Marathon Gold Reports Additional Berry Drill Results,Valentine Gold Project


    Results include 3.70 g/t Au over 42m, 1.68 g/t Au over 26m, 1.47 g/t Au over30m, 1.68 g/t Au over 24m


    TORONTO, ON – November 19, 2020 - Marathon Gold Corporation (“Marathon” or the“Company”; TSX: MOZ) is pleased to report additional drill results from recent exploration drillingat the Valentine Gold Project, central Newfoundland (the “Project”). These latest results representfire assay data from fifteen drill holes located within the new Berry Zone which were completedas part of the ongoing Berry infill drill program.

    Die nächsten Ergebnisse von Sprite: :thumbup:


    Meldung 01.12.2020


    Marathon Gold Reports Additional Drill Results from the Sprite Corridor, Valentine Gold Project


    TORONTO, Dec. 01, 2020 (GLOBE NEWSWIRE) -- Marathon Gold Corporation (“Marathon” or the “Company”; TSX: MOZ) is pleased to report additional drill results from recent exploration drilling at the Valentine Gold Project, central Newfoundland (the “Project”). These latest results represent fire assay data from twenty-four drill holes located within the 6 kilometre long Sprite Corridor between the Frozen Ear Pond Road and the western margin of the Project’s Marathon Deposit. Highlights include:

    • MAS-20-001 intersected 4.66 g/t Au over 17 metres including 18.92 g/t Au over 1 metre;
    • MAS-20-008 intersected 2.02 g/t Au over 17 metres including 19.46 g/t Au over 1 metre and 14.99 g/t Au over 1 metre;
    • MAS-20-017 intersected 8.55 g/t Au over 4 metres including 18.76 g/t Au over 1 metre;
    • MAS-20-009 intersected 4.75 g/t Au over 7 metres including 15.12 g/t Au over 1 metre;
    • MAS-20-012 intersected 30.89 g/t Au over 1 metre; and
    • MAS-20-014 intersected 15.91 g/t Au over 1 metre;

    Narrows wird nun genauer erbohrt und soll das Gebiet nördlich des Marathon Deposits erweitern:


    Meldung vom 22.12.2020


    Marathon Gold Reports Trenching and Drilling Results from NarrowsProspect, Valentine Gold Project


    TORONTO, ON – December 22, 2020 - Marathon Gold Corporation (“Marathon” or the“Company”; TSX: MOZ) is pleased to report prospecting and drilling results from recentexploration at the Valentine Gold Project, central Newfoundland (the “Project”). These latestresults represent fire assay data from six grab samples collected from trenches and fourteen drillholes located at the Narrows Prospect, a new greenfield area of exploration located approximately2 kilometres northeast of the Project’s Marathon Deposit (Figure 1).

    Neueste "Seeking Alpha" Bewertung, bei guten Aussichten und einem Fair Value in Produktion von 3,25 US Dollar:


    Artikel Seeking Alpha


    "Marathon Gold has had an outstanding run this year, but I don't see any reason to cash out just yet. This is because I believe the Berry/FEPR discoveries have added considerable upside to this story, with this being the next lever to launch towards a long-term 5-million ounce resource target at Valentine Lake. Given the company's exceptional economics in a Tier-1 jurisdiction and continued drilling success, which should add to the mine life, Marathon continues to be a top-5 takeover target among my top 12 top takeover targets in the sector. However, with the stock trading within 10% of its target price, I don't plan to add to my position at current levels. Ultimately, the best-case scenario for investors is no takeover and the team taking this into production, because while it will lead to a longer investment timeline, my fair value in production is above US$3.25."


    Gruß
    KPO

    Das sind sehr gute BE aus der Berry-Zone:


    Meldung vom 05.01.2021


    Marathon Gold Reports Latest Drill Results from the Berry Zone, Valentine Gold Project


    TORONTO, Jan. 05, 2021 (GLOBE NEWSWIRE) -- Marathon Gold Corporation (“Marathon” or the “Company”; TSX: MOZ) is pleased to report additional drill results from recent exploration drilling at the Valentine Gold Project, central Newfoundland (the “Project”). These latest results represent fire assay data from sixteen drill holes located within the 1.5 kilometre long Berry Zone. Highlights include:

    • VL-20-915 intersected 1.85 g/t Au over 95 metres including 24.69 g/t Au over 1 metre, 21.12 g/t Au over 1 metre and 11.22 g/t Au over 1 metre;
    • VL-20-922 intersected 2.32 g/t Au over 68 metres including 45.78 g/t Au over 1 metre, and 2.38 g/t Au over 41 metres including 31.46 g/t Au over 1 metre and 19.91 g/t Au over 1 metre;
    • VL-20-919 intersected 12.80 g/t Au over 14 metres including 91.01 g/t Au over 1 metre and 37.83 g/t Au over 1 metre;
    • VL-20-918 intersected 7.42 g/t Au over 12 metres including 70.09 g/t Au over 1 metre;
    • VL-20-916 intersected 2.51 g/t Au over 26 metres including 33.94 g/t Au over 1 metre and 12.19 g/t Au over 1 metre;
    • VL-20-909 intersected 10.85 g/t Au over 4 metres including 35.73 g/t Au over 1 metre; and
    • VL-20-920 intersected 4.44 g/t Au over 7 metres including 10.82 g/t Au over 1 metre and 10.49 g/t Au over 1 metre;

    Da stimmen die Längen und die Grade [smilie_blume]


    Gruß
    KPO

    Und nun die abschließenden BE von Berry - wie gewohnt sehr gut und bis Ende des 1. Quartals erfolgt hierfür eine Ressourcen Schätzung:


    Meldung vom 02.02.2021


    Marathon Gold drills six m of 19.85 g/t Au at Valentine

    2021-02-02 07:41 ET - News Release


    Mr. Matt Manson reports
    MARATHON GOLD REPORTS FINAL 2020 DRILL RESULTS ANDA 2021 EXPLORATION PROGRAM
    Marathon Gold Corp. has released fire assay data from the final 15 drill holes completed as part of the 2020 exploration program at the Valentine gold project, central Newfoundland. These latest results are all derived from within the 1.5 kilometre long Berry Zone. Highlights include:

    • VL-20-942 intersected 19.85 g/t Au over 6 metres including 111.62 g/t Au over 1 metre, and 2.56 g/t Au over 20 metres including 17.54 g/t Au over 1 metre, and 20.00 g/t Au over 2 metres;
    • VL-20-946 intersected 9.37 g/t Au over 6 metres including 52.02 g/t Au over 1 metre, and 10.76 g/t Au over 2 metres including 16.64 g/t Au over 1 metre, and 6.75 g/t Au over 2 metres including 11.65 g/t Au over 1 metre;
    • VL-20-947 intersected 1.47 g/t Au over 18 metres including 11.20 g/t Au over 1 metre, and 0.88 g/t Au over 22 metres, and 1.06 g/t Au over 9 metres, and 0.74 g/t Au over 10 metres;
    • VL-20-945 intersected 1.61 g/t Au over 26 metres;
    • VL-20-944 intersected 3.21 g/t Au over 10 metres including 22.82 g/t Au over 1 metre and 2.71 g/t Au over 6 metres including 11.85 g/t over 1 metre; and
    • VL-20-950 intersected 2.87 g/t Au over 12 metres including 12.88 g/t Au over 1 metre.

    Marathon gehört zu den "Big 5", ich beobachte sie schon lange. Monarch hat mir Glück gebracht, Integra und Spanish Mountain gehören bereits zu meinem Depot. Seit heute nun auch MOZ (Top Symbol :love: ). Ich will meinem silberlastigen Portfolio wieder etwas mehr Ruhe und Gold gönnen. Wir nähern uns hier 5 Moz Oz und sind Übernahmekandidat. (57) :burka:


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