Polymetall war die letzten Tage schon schwach.
Aktuell schon wieder 4,5 % im Minus.
Hat jemand Infos ?
9. November 2024, 08:48
Polymetall war die letzten Tage schon schwach.
Aktuell schon wieder 4,5 % im Minus.
Hat jemand Infos ?
Polymetall war die letzten Tage schon schwach.
Aktuell schon wieder 4,5 % im Minus.
Hat jemand Infos ?
Gestern gab es zwei Meldungen.
Einmal ein Insiderverkauf, siehe hier: https://www.polymetalinternati…ss-releases/17-09-2020-a/
Waren aber nur 11700 Aktien.
Und dann kam noch die erste Reservenschätzung vom Prognoz-Silberprojekt:
https://www.polymetalinternati…ss-releases/17-09-2020-b/
Alles anzeigen17 September 2020
Polymetal announces initial JORC-compliant Ore Reserve estimate for Prognoz of 142 Moz of silver (“Ag”) at 560 g/t.
“The estimate confirms that Prognoz is one of the best silver development projects globally”, said Vitaly Nesis, CEO of Polymetal. “We will continue to advance the project towards development”.
HIGHLIGHTS
- The initial JORC-compliant open-pit Ore Reserve estimate as at 1 March 2020 comprises 7.9 Mt of ore with an average Ag grade of 560 g/t containing 142 Moz of silver. Reserves have been assessed for Glavnaya (Main), Boloto (Swamp) and Yuzhnaya (Southern) ore zones only.
- Reserve estimate is based on US$ 15/oz silver price with silver representing approximately 90% of value contained at this price level.
- Mineral Resources additional to Ore Reserves are estimated at 5.6 Mt of mineralized material with an average grade of 552 g/t for 100 Moz of silver contained.
- The Preliminary Feasibility Study assumes 9 years of open-pit mining with conventional flotation flowsheet producing clean high-grade concentrate.
- The Company expects average annual production of 13.5 Moz of payable silver at AISC in the range of US$ 8-9/oz.
- Total project’s capital expenditures are expected to amount to US$ 319 million comprising US$ 250 million of pre-production CAPEX (including pre-stripping costs) and US$ 69 million of maintenance CAPEX.
ORE RESERVE AND MINERAL RESOURCE STATEMENT
Prognoz Open Pit Ore Reserves1
Tonnage,Mt Ag Grade,g/t Ag Content,Moz Probable 7.88 560 142
Prognoz Additional Mineral Resources2
Ag Content,Moz
519
508
515
626
475
585
579
493
552
Tonnage,Mt Ag Grade,g/t Indicated Open Pit 1.67 28 Underground 0.98 16 Total Indicated 2.65 44 Inferred Open Pit 2.17 44 Underground 0.79 12 Total Inferred 2.96 56 Indicated + Inferred Open Pit 3.84 72 Underground 1.77 28 TotalIndicated + Inferred 5.61 100
ABOUT PROGNOZ
Prognoz is the largest undeveloped primary silver deposit in Russia. The license is located in the Verkhoyansk municipal district in the Republic of Sakha (Yakutia), Russia. The property is located approximately 980 km from the regional center of Yakutsk (population of 300,000) and 720 km by road from Polymetal’s Nezhda project.
Silver-copper-lead-zinc mineralization, represented by quartz-carbonate-sulphide veins, is located in a sequence of sedimentary rocks composed of Triassic sandstones and siltstones. Nine mineralised zones are defined, with Main and Swamp being the largest. Mineralized material is partially oxidised with the depth of weathering varying widely dependent on relief and proximity of water table. The deposit lies in a mountainous region with elevations ranging from 300 m – 1,100 m above sea level. The local topographic relief in the area of the exploration ranges in elevation from 300 m to 350 m.
In April 2018, Polymetal consolidated 100% in the asset. In October 2018, the Company completed JORC-compliant Mineral Resource estimate of 237 Moz of silver at 731 g/t.
Resourcen-Schätzung aus 2018: 237 Moz @ 731 g/t
Erwartete Produktion von 20 Moz proJahr
Jetzt:
Reserven: 142 Moz @ 560 g/t
Resourcen: 100 Moz @ 552 g/t
Erwartete Produktion von 13,5 Moz pro Jahr zu 8-9$ AISC.
Vielleicht eine Enttäuschung über die geringeren Grade und die damit zusammenhängende niedrigere Jahresproduktion?
Ich würde zukaufen, wenn ich meine Position nicht schon aufgebaut hätte.
Danke für die prompten Antworten.
Bin aber auch schon gut investiert.
VG
bsi
22 October 2020
Polymetal reports strong production results for the third quarter of 2020.
“In Q3 the Group continued to exceed production budget and generated massive cash flows on the back of a seasonal release of working capital”, said Vitaly Nesis, Group CEO of Polymetal. “We remain vigilant and focused to protect our employees, contractors, and local communities as the COVID-19 pandemic remains a crucial risk for Polymetal”.
HIGHLIGHTS
Sehr starke Quartalszahlen von Polymetal!
Q3 mit 7% höhererer Produktion zum Vorjahr. Das Gesamtjahr liegt bisher 5% über dem Vorjahr - trotz Corona!
Rekord-FCF, Schulden getilgt, Rekord-Dividende, alle Projekte im Zeitplan. Das kann sich sehen lassen.
Wann, wenn nicht jetzt?
Seit 17 Pfund bin ich jetzt auch mit einer ersten Position hier dabei.
11/09/2020 | 10:13am EST
Polymetal reports initial Ore Reserve estimate for Pesherny deposit (Voro hub) of 0.4 Moz of gold.
'Establishing high-grade reserves for Pesherny is an important achievement in extending Voro's life-of-mine', said Vitaly Nesis, Group CEO of Polymetal.
HIGHLIGHTS
The initial JORC-compliant Ore Reserve estimate as at 1 July 2020 comprises 2.1 Mt of ore with an average gold grade of 6.0 g/t containing 399 Koz of gold.
The reserve estimate assumes 7 years of open-pit and underground mining which is expected to commence in Q3 2021.
90% of the reserves are represented by primary ore which will be processed at the Voro flotation plant (under construction, start of production in Q1 2023).
Refractory gold concentrate will be treated at Amursk POX-2. Oxide ore will be processed at the existing Voro CIP plant.
Life-of-mine production from refractory material is expected to amount 310 Koz of gold. Average annual production in 2023-2027 is estimated at roughly 55 Koz of gold at AISC ofUS$ 450-500/oz.
Mineral Resources (additional to Ore Reserves) amount to 0.5 Mt of ore with an average gold grade of 6.5 g/t representing 97 Koz of gold contained.
ORE RESERVE AND MINERAL RESOURCE STATEMENT
The Ore Reserve and Mineral Resource estimates are reported in accordance with the JORC Code (2012) as at 1 July 2020 using a gold price of US$ 1,200/oz and were prepared by Polymetal. For primary ores a cut-off grade of 0.8 g/t and 2.4 g/t gold was applied for open pit and for underground, respectively. For oxidised ores a cut-off grade of 0.6 g/t of gold was used.
ABOUT PESHERNY
Pesherny is a refractory gold deposit discovered by Polymetal in 2017. It is located inRussia's Sverdlovsk region, approximately 10 km from the city of Krasnoturinsk and 15 km from Polymetal's Voro production site. The industrialised and moderately populated area around the deposit is home to several mining companies, ensuring good access to the grid and other infrastructure.
The deposit lies in the peripheral part of the Turinsky volcanotectonic depression. Metasomatically altered mineralisation zone is located at the steep contact area of volcanic-sedimentary rocks with a basalts layer. A series of gold-containing oxidised and primary ore deposits are detected and tracked within the mineralisation zone. Plan view the ore zone is stretched to the north-east, has a strike length of up to 360 m and width of 30-120 m. Section view it dips to the south-east at an average angle of 68 degrees and has a length of 330 m with width of 40-70 m. Morphology wise ore bodies have lens and bedding plane form with contractions and swells and heterogeneous internal structure. Mineralisation has disseminated and vein-disseminated characteristics.
[Blockierte Grafik: https://www.zonebourse.com/zbcache/charts/ObjectChart.aspx?Name=9303852&Type=Custom&Intraday=1&Width=800&Height=360&Cycle=DAY1&Duration=9&Render=Candle&ShowCopyright=2&ShowName=1&Company=4Traders_us]
saludos
mee too
https://www.polymetalinternati…h=&q=&year=2020¤t=1
ZitatPolymetal announces an initial investment of US$ 0.5 million in exchange for a 35% stake in a joint venture with a junior holding an exploration license for the Pekinskaya area, Taimyr Peninsula, Russia (Pekinskaya JV), which adjoins the existing Taimyr JV.
“Through this new joint venture Polymetal has expanded its footprint in the highly prospective Taimyr region with the potential to discover a significant copper-gold porphyry mineralisation”, said Vitaly Nesis, Group CEO of Polymetal. “We continue to be committed to further development of our exploration portfolio through partnerships with juniors in the regions of our presence”.
TRANSACTION HIGHLIGHTS
- Polymetal may acquire up to a 70% interest in the Pekinskaya JV by funding RUB 173 million in cash (approximately US$ 2.3 million) of exploration expenditures in three stages aligned with the relevant field seasons:
- Stage 1 (completed) – an initial acquisition of 35% stake in the JV through a RUB 40 million (approx. US$ 0.5 million) cash investment in newly issued share capital.
- Stage 2 – increase stake up to 63% ownership for further investment of RUB 85 million (approx. US$ 1.1 million) in newly issued share capital by March 2021 following the first field season results assessment.
- Stage 3 – increase stake up to 70% ownership for further investment of RUB 48 million (approx. US$ 0.6 million) in newly issued share capital by March 2022 following the second field season results assessment.
- Polymetal may also provide loans to the JV to fund extra exploration costs at stages 2 and 3, and finance three additional field seasons post 2022.
- Polymetal has been granted a call option exercisable in 2023-2026 to acquire the remaining interest in the JV following JORC-compliant Mineral Resource estimate.
- Pekinskaya exploration license covers an area of 97 sq. km. Together with the contiguous Taimyr JV they represent an area of 359 sq. km.
Polymetal krallt sich für kleines Geld einen Kupfer-Explorer.
Das ist denke ich zur aktuellen Zeit eine strategisch gute Entscheidung.
Überhaupt gefällt mir die vorausschauende strategische Handlung von POLY. Die haben sich z.B. auch das riesige Silbervorkommen in Prognoz 2018 zum Schleuderpreis gesichert, wo sich niemand für Silber interessiert hat.
Langfristig wird POLY neben Gold und Silber auch Kupfer und PGM produzieren. Ein interessanter Mix, den man so nirgendwo anders findet.
Polymetal krallt sich für kleines Geld einen Kupfer-Explorer. [Blockierte Grafik: https://www.goldseiten-forum.c…/images/smilies/smile.png]
Und noch einer ... Chesterfield Resources (CHF.L) suchen in Zypern nach Kupfer.
(Ehemalige von Rio Tinto, Lundin Mining, First Quantum Minerals sind bei Chesterfield)
Polymetal hat eine Beteiligung von 22,94% gemeldet.
https://polaris.brighterir.com…lc/news/rns/story/ry4dp3r
saludos
29 January 2021
Polymetal reports strong production results for the fourth quarter and twelve months ended December 31, 2020.
https://www.polymetalinternati…ss-releases/29-01-2021-a/
...
Ich habe diese schöne Aktie nochmal massiv aufgestockt. Bei der Dividende und den Ergebnissen brauch man nicht lange überlegen. Als größter Silberproduzent Russlands bin ich zudem sehr positiv gestimmt.
Ich habe diese schöne Aktie nochmal massiv aufgestockt. Bei der Dividende und den Ergebnissen brauch man nicht lange überlegen. Als größter Silberproduzent Russlands bin ich zudem sehr positiv gestimmt.
Ich habe heute morgen ebenfalls noch nachgelegt zu one six six six pence (the number of the beast).
Info zur aktuellen Dividendenpolitik:
Dividend Policy
On 25 August 2020, with a view to increasing transparency in dividend decision making process, adding predictability into capital allocation approach while aiming to maintain an above sector-average dividend yield, the Board has approved an amendment to the Company’s dividend policy, which replaces special dividend with a modified policy for final dividend payment. As a result, the revised dividend policy is as follows:
- Minimum final dividend of 50% of Underlying Net Income for 2H (subject to absolute Net debt/Adjusted EBITDA ceiling of 2.5x).
- In addition, the Board will now have discretion to increase the final dividend amount to a maximum annual payout of 100% of Free Cash Flow (provided that it is greater than 50% of Underlying Net Income). In making this decision, the Board will consider, among other factors, the macroeconomic outlook, debt position and future investment requirements of the Group.
- Interim dividend will remain at 50% of Underlying Net Income for 1H (subject to absolute Net debt/Adjusted EBITDA ceiling of 2.5x).
- It may take some time from the date of payment to receive a dividend by shareholder. Please contact your broker for more information.
With this amendment, starting from 2021, Polymetal will pay dividends twice a year on a semi-annual basis, which means that final dividend for 2020 will be already determined by the new policy.
saludos
“Polymetal is delighted and proud to successfully complete the largest development project in the company’s history ahead of time and below budget”, said Vitaly Nesis, Group CEO of Polymetal. “Significant cash flow and net income contributions from Kyzyl should start in Q4 2018.”
http://www.polymetalinternatio…ress-releases/26-06-2018/
26.07. Kommen Produktionszahlen Q2 18
Habe heute eine mittlere Position draus gemacht.
[Blockierte Grafik: https://www.tradingview.com/x/rXi8DYHj/]
Mein Liebling.
Seit meinem ersten Kauf Anfang 2018 haben sie strategisch gute Entscheidungen getroffen, Top Zahlen geliefert(80% Umsatz ist Gold) und gute Zukäufe getätigt, ein Unternehmen wie ich es mir wünsche. HGM musste ich ziehen lassen, POLY steht dem aber nichts nach.
KGV <10, Dividende >7,
Perfekt aufgestellt für eine Goldhausse. Geographisch, finanziell, politisch, unbeachtet.
Phase 2 nach wyckoff
[Blockierte Grafik: https://i0.wp.com/tradingcoach.co.in/wp-content/uploads/2015/11/WyckoffLogic-FEAUTERED.jpg?resize=1213%2C887]
mir fehlt nicco
1 March 2021
Polymetal announces its Ore Reserves and Mineral Resources as at 1 January 2021 in accordance with the JORC Code (2012) and exploration update for the year ended 31 December 2020.
https://www.polymetalinternati…ress-releases/01-03-2021/
2020 HIGLIGHTS
3 March 2021
Polymetal is pleased to announce the Group’s preliminary results for the year ended 31 December 2020.
https://www.polymetalinternati…ss-releases/03-03-2021-c/
FINANCIAL HIGHLIGHTS
------------------------------------------------
3 March 2021
Polymetal is pleased to announce that the Board of Directors of the Company has recommended the payment of a final dividend of US$ 0.89 per share for the year ended 31 December 2020.
https://www.polymetalinternati…ss-releases/03-03-2021-b/
The Board proposed a final dividend of US$ 0.89 per share (approx. US$ 419 million), which comprises US$ 0.74 per share representing 50% of underlying net earnings for the 2H 2020 and a discretionary part of US$ 0.15 per share to make the total dividend for 2020 equal 100% of the full-year free cash flow, in accordance with the updated dividend policy. This will bring the total dividend declared for the FY 2020 to the historical record level of US$ 1.29 per share (an increase of 57% versus US$ 0.82 for 2019) or US$ 608 million in total (2019: US$ 385 million). Based on the average share price for 2020, dividend yield for the year stays at 6.3% and 5-year average dividend yield at 5%, which remain one of the highest levels in the industry.
...
vorläufige Zahlen für 2020
"Based on the average share price for 2020, dividend yield for the year stays at 6.3%"
https://www.polymetalinternati…ss-releases/03-03-2021-c/
https://www.polymetalinternati…ss-releases/03-03-2021-b/
die Zahlen sind gar nicht schlecht, besser als ich erwartet hätte.
Aber warum sitzen die immer noch auf so hohen Schulden???
"Gute" Unternehmen haben sich in der letzten Zeit bei recht hohem Spot komplett entschuldet und sitzen auf Cash (prominentestes Beispiel Barrick, vor ein paar Jahren noch wg Überschuldung fast totgesagt).
die Zahlen sind gar nicht schlecht, besser als ich erwartet hätte.
Aber warum sitzen die immer noch auf so hohen Schulden???
"Gute" Unternehmen haben sich in der letzten Zeit bei recht hohem Spot komplett entschuldet und sitzen auf Cash (prominentestes Beispiel Barrick, vor ein paar Jahren noch wg Überschuldung fast totgesagt).
Schau dir mal die Dividendenrendite an, dann wird es schnell klar.
Schuldenfreiheit ist nicht per Se das Beste, ein gewisser Kredithebel kann auch sinnvoll sein.
Poly hat ein selbstgesetztes Leverage-Ziel von 1,5 (Debt/EBITDA), da liegen sie aktuell deutlich darunter.
Und trotz aller Dividenden und Investitionen: Die Schulden sinken dennoch!
Poly nun meine absolut größte Pos
[Blockierte Grafik: https://www.tradingview.com/x/rWCFj4uW/]Poly nun meine absolut größte POS
[Blockierte Grafik: https://www.tradingview.com/x/HbDmyKQO/]
ok, die Div-Rendite ist natürlich wirklich ausgesprochen hoch, und ich habe auch nix gegen Ausschüttungen (was sie mir geben, können sie später nicht fehlinvestieren oder veruntreuen! ), aber ich finde, es gibt wichtigeres als hohe Dividende. Schuldenabbau z.B.!
Ich denke da vielleicht zu konservativ, aber: Ohne Schulden ist man flexibler und wenn die Bilanz gut ausschaut (ohne nennenswerte Verbindlichkeiten), bekommt man im Bedarfsfall ja auch jederzeit preiswert Geld, wenn man es denn braucht. SSR hat das z.B. sehr gut im Griff. Man investiert ordentlich (Übernahme Alacer, Entwicklung Pitarilla), ist trotzdem schuldenfrei, und fängt halt jetzt an, wo die Kohle über ist, Dividende auszuschütten. Geholfen hat es deren Kurs allerdings in keinster Weise...
Wobei ich bei russischen Werten seit Highland Gold eh immer noch verhalten bin... vielleicht verheilen die Wunden ja irgendwann...