Moin moin, ich habe einen Winzling aus Mexiko gefunden, den es Undank der politischen Lage zerlegt hat. 2 Minen in Mexiko - Eine produziert, die andere wird gerade gebaut. Das Management ist hoch beteiligt und steckt mit dem eigenen Arsch richtig fett drin. Die Präsentation [URL:http://s22.q4cdn.com/542568401/files/doc_presentations/2018/Telson_Powerpoint_PPTX_Website.pdf] zum ENERGY AND MINES WORLD CONGRESS [URL:http://www.telsonmining.com/investors/presentations-and-events/event-details/2018/Energy-and-Mines-World-Congress/default.aspx] am 10./11.12. 2018 sollte man sich ansehen. Campo Morado Mine (100% Owned) • Guerrero State • Gold, silver and base metal VMS mineral deposit • Commercial production announced May 15, 2018 • Increasing to 2,500 tpd capacity in Q4 2018 • Aggressive exploration, drilling identified targets Reserven und Ressourcen • NI43-101 Resources 10.4 Mn tonnes (M&I) at 7% ZnEq cut-off and 10.1% ZnEq – Au 1.91 g/t, Ag 146 g/t, Zn 4.85%, Cu 0.87%, Pb 1.11%• Guerrero State • Gold, silver and base metal VMS mineral deposit Tahuehueto Mine (100% Owned) • Durango State • Gold, silver and base metal epithermal mineral deposit • Mine construction underway • Start-up production of 1,000 tpd early 2019 • Aggressive exploration, drilling identified targets • NI43-101 Reserves: 3.2Mn tonnes Au @ 3.4 g/t, Ag @ 41.8 g/t + base metals • NI43-101 Resources 6.1Mn tonnes (M&I) Au @ 2.4 g/t, Ag @ 42.8 g/t + base metals • Au, Ag and base metal epithermal mineral deposit Und ja, es sind Nachbarn von LMC, TXG und ALO in Guerrero. Die Besonderheit des Unternehmens wird hier beschrieben: Fewer conflicts, better community relations, lower costs All-Mexican mine management Cost efficient (no expat salaries) Extremely capable and experienced in building and operating mines Telson restarted operations at Campo Morado with full support from local communities, stakeholders and government within 4 months from purchase and achieved commercial production May 2018 Hands-on mine managers in tune with local labour force and communities Major progress since entry of Mexican management and shareholder alignment to Mexican majority company share control. Campo Morado Increase capacity towards 3000 tpd in 2019 Increase recoveries and grades in early 2019 with the addition of Jameson Flotation Cells Historic tailings storage facility with est. 280K AuEq oz. available for potential recovery Albion Process testing underway to potentially increase precious metal recoveries– testing & design Q1 and install late 2019 Increase lead and copper recoveries using leaching with Albion Process Exploration to double resources in 2 Years Increase production to 5,000 tpd over 5 years with exploration success Schauen wir mal, ob das alles so umzusetzen ist. :rolleyes: Es werden auf jeden Fall erprobte und innovative Methoden zur Erhöhung der Metallgewinnung eingesetzt, um den EM-Anteil zu erhöhen. Wenn man eine klare Vorstellung hat, hat man zumindest die Chance die Ziele zu erreichen, weil man weiß, was auf dem Weg zu tun ist: The Future Looks Bright for Telson Increase Campo Morado Production towards 3,000 tpd during 2019 with emphasis to significantly increase precious & base metal recoveries using new technology Bring Tahuehueto on stream Q1 2019 at minimum 1,000 t/d Five-year plan to double Campo Morado production to 5,000tpd and triple Tahuehueto production to 3,000 tpd New acquisitions being targeted from CEO Antonio Berlanga’s extensive knowledge of available Mexican projects As production increases in 2018 and onward to 2019 and beyond, cashflows are projected to rise transforming Telson Mining Corporation into a true Mid-Tier Mexican mining company The resulting significant free cashflows will enable strong growth potential returning significant value to our shareholders Da muss Leagold aufpassen, dass sie nicht übernommen werden. - Nee, ich meine natürlich Alio. ;) 55% - Management & Directors 18% - Close Associates of Management 27% - Public Float (grün) Und wer ist Direktor bei Telson? Arturo Bonillas, P.Eng - Independent Director Mr. Bonillas is the former President and Co-Founder of Timmins Gold Corp. (Now Alio Gold Inc.) His knowledge of mining in Mexico has been essential to the Company's success. As President he built the production and exploration teams in Mexico and guided the company to consistent annual increases in reserve and resource growth, throughput and production. The Mexican team led by Mr. Bonillas has an impeccable track record in relationships with the local communities, obtained in his more than 34 years of experience in the mining and exploration industry in Mexico. He has held positions ranging from mine planning engineer, operations research engineer, chief of financial planning and Vice President of purchasing for Compania Minera de Cananea, and later for a subsidiary of Placer Dome in Mexico. He directed full bankable feasibility studies for the Mulatos gold project in Sonora, and the San Felipe gold project in Baja California. Mr. Bonillas is currently Chairman of the Advisory Board of Discovery Metals, a Mexican focused base metals exploration company. In 2017, he was awarded the prestigious Ostotakani Award, which is given to distinguished leaders in the Mexican mining industry. Mr. Bonillas holds a B.Sc. degree in Industrial Engineering from the University of Arizona (1980). His extensive network of contacts and thorough understanding of the Mexican mining industry will enhance the Board's understanding of operations and local issues. Mr. Bonillas is fluent in both Spanish and English. Sie sind direkt in der Startphase der Produktion. Bitte die 3 Videos aus dem November ansehen: http://www.telsonmining.com/home/default.aspx Canadian Insider [URL:https://www.canadianinsider.com/node/7?menu_tickersearch=tsn]: Das Management hat bei einem Kurs von ca. 0,50 C$ eine Kapitalerhöhung bei 0,75C$ mit getragen. Der aktuelle Kurs liegt bei 0,38 C$, also gut bei der Hälfte! Marktkap. 53 Mio. C$ /// ALO 83 Mio. C$ LG Vatapitta PS: Habe mir eine kleine Position TSN zugelegt. TSN hat hohe Schulden, die die operative Flexibilität in 2019 m.E. einschränken. Kann also alles etwas länger dauern und dadurch ergibt sich diese Gelegenheit zu sehr tiefen Kursen einzusteigen. Beteiligung des Managements 55% ist für mich das entscheidende Argument.