Lundin Gold, LUG

der Chart hat's schon angedeutet:

Lundin Gold Reports First Quarter of 2021 Results

Record quarterly production underpins strong financial performance

VANCOUVER, BC, May 12, 2021
https://www.lundingold.com/en/…r-of-2021-results-122653/

Highlights for the quarter include production of 104,137 ounces ("oz") of gold and sales of 81,805 oz during the quarter, at an average all-in sustaining cost ("AISC")¹ of $830 per oz sold. From this, net revenues, adjusted earnings¹, and cash flow from operations of $140.0 million, $37.4 million, and $75.1 million, respectively, were realized. All amounts are in U.S. dollars unless otherwise indicated.

...

Lundin Gold Delivers Another
Quarter of Strong Production 108,799 Ounces of Gold Produced in the
Second Quarter of 2021

VANCOUVER, BC, July 12, 2021
https://www.lundingold.com/en/…ter-of-strong-pro-122660/

... is pleased to report second quarter 2021 gold production of 108,799 ounces ("oz") from its Fruta del Norte gold mine ("Fruta del Norte") in southeast Ecuador. Of the total gold production, 66,721 oz were produced as a concentrate and 42,078 oz as doré....

...Ron Hochstein, President and CEO commented, "Fruta del Norte continues to exceed expectations, and has once again delivered strong production in the second quarter of 2021. I am very happy with the results achieved during this first of half of 2021. Both the mine and mill are performing remarkably well, and we are firmly on track to meet our 2021 guidance of 380,000 – 420,000 oz of gold produced. We cannot rest on our laurels though, and continue to push the boundaries of operational excellence, working to further optimize and enhance our operating performance."...

zumindest LUG liefert bestetig ab; sind zwar nicht ganz billig, aber ärgern muss man sich auch nicht:

Lundin Gold Reports Second Quarter of 2021 Results
Record operating cash flow supported by lowest quarterly cash operating costs to date
VANCOUVER, BC, Aug. 11, 2021
https://www.lundingold.com/en/…r-of-2021-results-122663/

Second Quarter of 2021 Financial Overview

• The Company sold a total of 125,412 oz of gold, consisting of 80,486 oz of concentrate and 44,926 oz of doré at an average realized gold price1 of $1,773 per oz for total gross revenues from gold sales of $222.4 million. Net of treatment and refining charges, revenues were $216.1 million.
  

  
  

• Cash operating costs¹ and all-in sustaining cost ("AISC")¹ for the quarter were $596 and $720 per oz of gold sold, respectively. Cash operating costs were lower than previous quarters due to high production and sales, continued efficiencies in operations and increased recoveries. The lower cash operating costs also resulted in a lower AISC.
  

  
  

• Income from mining operations was $110.6 million, and the Company generated cash flow of $142.0 million from operations, or $0.61 per share¹ and ended the quarter with a cash balance of $192.2 million.
  

  
  

• Net income was $50.0 million after deducting derivative losses, corporate, exploration, finance costs, and associated taxes on earnings. Adjusted earnings¹ for the quarter, which exclude derivative losses, were $74.8 million, or $0.32 per share.

Second Quarter of 2021 Production Overview

• Gold production was 108,799 ounces ("oz"), comprised of 66,721 oz of concentrate and 42,078 oz of doré.
  

  
  

• Record quarterly mine operating performance was achieved with 397,640 tonnes mined.
  

  
  

• Underground mine development also continued as planned with a total of 2,360 metres of development completed with development rates averaging 25.9 metres per day in the second quarter.
  

  
  

• The mill processed 346,561 tonnes of ore at an average throughput of 3,808 tonnes per day.
  

  
  

• The average grade of ore milled was 11.1 grams per tonne with average recovery at 88.2%.

...

Zitat von Angelfreund

zumindest LUG liefert bestetig ab; sind zwar nicht ganz billig, aber ärgern muss man sich auch nicht:

Wenn man das adj. EPS mit 4 multipliziert, erhält man 1,28 $. Das entspricht 1,60 C$.

Zum gestrigen Schlusskurs entspricht das exakt einem KGV von 7.

Gut es ist Ecuador, aber mit AISC < 800 $ ist das doch sehr günstig.

Wenn sie über L&S handelbar wären, wären sie längst bei den Minenperlen gelandet.

Das verstehe wer will!

In der Spitze -4,65 % als Reaktion auf diese phantastischen Zahlen.

Vollkommen irre das Ganze!

Zitat von Nebelparder

In der Spitze -4,65 % als Reaktion auf diese phantastischen Zahlen.

Vollkommen irre das Ganze!

Auf den ersten Blick lässt sich Lundin Gold gut mit Torex Gold vergleichen. Ein super tolles Asset in einer unsicheren Lage. Auch Torex hat gute Zahlen gebracht und wird noch mehr vernachlässigt/ignoriert als Lundin Gold.

Im Vergleich finde ich Torex sogar günstiger.

Grüße
Martin

Momentan, auch wenn das komisch klingt, hätte ich allerdings bei Ecuador ein besseres Gefühl als bei Mexiko.

Und das Projekt von Lundin Gold finde ich auch ansprechender.

Vielleicht ist auch Newcrest das Problem. Die werden sicherlich irgendwann übernehmen wollen und das sicherlich nicht zu teuer.

leider sieht man beim Management wohl keine großen Luftsprünge aktuell... hier wird richtig Kasse gemacht...

https://ceo.ca/lug

aktuelle Präsentation vom "Gold Forum Americas 2021"

hier (pdf):
https://www.lundingold.com/sit…on_september_2021_dgs.pdf

oder über die Homepage:
https://www.lundingold.com/en/…presentations-and-videos/

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einfach mal durchklicken

Lundin Gold Strong Performance Continues in the Third Quarter of 2021 With Production of 107,663 Ounces of Gold
Oct. 13, 2021
https://www.lundingold.com/en/…ntinues-in-the-th-122667/

...is pleased to report third quarter 2021 gold production of 107,663 ounces ("oz") from its Fruta del Norte gold mine ("Fruta del Norte") in southeast Ecuador resulting in gold production of 320,599 oz for the nine months ended September 30, 2021...

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schon lange im Körbchen, da darf sie auch gerne bleiben. Lauf Forrest, lauf!

das liest sich doch ganz gut

Lundin Gold Reports Strong 2021 Third Quarter Results

VANCOUVER, BC, Nov. 9, 2021
https://www.lundingold.com/en/…hird-quarter-resu-122670/

2021 Third Quarter Financial Overview

• The Company sold a total of 111,605 ounces ("oz") of gold, consisting of 78,251 oz of concentrate and 33,354 oz of doré at an average realized gold price[1] of $1,769 per oz for total gross revenues from gold sales of $197.4 million. Net of treatment and refining charges, revenues were $190.8 million.
• Income from mining operations was $89.4 million and the Company generated cash flow of $92.7 million from operations and ended the quarter with a cash balance of $221.8 million. Free cash flow¹ for the quarter was $47.1 million or $0.20 per share and for the nine month period was $193.7 million or $0.84 per share.
• Earnings before interest, taxes, depreciation, and amortization¹ ("EBITDA") and adjusted EBITDA¹ were $112.8 million and $113.5 million, respectively.
• Net income was $56.7 million after deducting derivative losses, corporate, exploration, finance costs, and associated taxes on earnings. Adjusted earnings¹, which exclude derivative losses, were $58.8 million, or $0.25 per share.
• Cash operating costs¹ and all-in sustaining cost ("AISC")¹ for the quarter were $650 and $804 per oz of gold sold, respectively.

2021 Third Quarter Production Overview

• Gold production was 107,663 oz, comprised of 76,837 oz of concentrate and 30,826 oz of doré.
• The mine maintained its strong operating performance with 382,667 tonnes mined.
• Underground mine development also continued as planned with a total of 2,148 metres of development completed with development rates averaging 23.3 metres per day in the third quarter.
• Ramp up of the mill continued with the mill processing 365,316 tonnes of ore at an average throughput of 3,971 tonnes per day ("tpd").
• The average grade of ore milled was 10.3 grams per tonne with average recovery at 88.8%.

Based on results to date, by the end of 2021 the Company anticipates being near the upper end of its stated 2021 production guidance of 380,000 to 420,000 oz of gold produced and the lower end of the AISC³ guidance of between $770 and $830 per oz of gold sold, calculated on a basis consistent with prior periods.

...

viele weitre gute Nachrichten sind enthalten, Cash rauf, Schulden runter. Selbst zum Spekulieren ist man scheinbar fähig - im Gegensatz zu den meisten anderen...:
"The difference between net income and adjusted earnings during the third quarter and the 2021 Period is due to non-cash derivative losses of $0.6 million and derivative gains of $25.3 million, respectively, associated with fair value accounting for the gold prepay and stream facilities...."

...

einziger Wermutstropfen: Newcrest hat lieber Pretium statt Lundin übernommen; wird sicherlich seine Gründe haben...

Lundin Gold Three Year Outlook Anticipates Continued Strong Gold Production From Fruta Del Norte

2022 production estimated between 405,000 to 445,000 ounces

VANCOUVER, BC, Dec. 14, 2021

https://www.lundingold.com/en/…ticipates-continu-122672/

Highlights:

• 2022 production is estimated between 405,000 to 445,000 ounces ("oz").
• Cash operating costs¹ and all-in sustaining costs¹ ("AISC") for 2022 are expected to range between $710 and $780 and $860 and $930 per oz gold sold, respectively.
• Total sustaining capital in 2022 is estimated at $40 to $45 million.
• 2022 regional exploration drilling program will consist of 16,500 metres of drilling at Barbasco and Puente Princesa, costing an estimated $14 million.

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imho stellt sich hier nicht die Frage ob, sondern wann die Perle geschluckt wird...

Lundin Gold Achieves Completion Milestone Under Its Project Finance Debt

VANCOUVER, BC, Dec. 22, 2021

https://www.lundingold.com/en/…ilestone-under-it-122673/

Lundin Gold Inc. (TSX: LUG) (Nasdaq Stockholm: LUG) ("Lundin Gold" or the "Company") is pleased to announce that it has achieved Project Completion, as defined under its senior debt facilities, at the Fruta del Norte gold mine in Ecuador. Under these facilities, Lundin Gold's operating subsidiary, Aurelian Ecuador S.A., was required, among other things, to effectively complete construction at Fruta del Norte, operate the mine and plant for a 90-day period at specified optimal levels, and maintain a predetermined quality of concentrate for sale under its offtake contracts.

Ron Hochstein, President and CEO commented, "Reaching completion represents a key operational accomplishment, and is a testament to the excellence of our team. Starting in 2022, it will allow us to accelerate the scheduled repayment of the senior debt through the Cash Sweep mechanism. By achieving this milestone we can now pursue a variety of opportunities, including future growth, further debt reduction, and shareholders' distributions as we continue to generate strong free cash flow at forecast production levels and current gold prices."

Lundin Gold Beats 2021 Guidance With Gold Production Of 428,514 Ounces

VANCOUVER, BC, Jan. 10, 2022

https://www.lundingold.com/en/…ith-gold-producti-122674/

...is pleased to report fourth quarter 2021 gold production of 107,915 ounces ("oz") from its Fruta del Norte gold mine ("Fruta del Norte") in southeast Ecuador, resulting in total gold production of 428,514 oz for the year, exceeding the Company's 2021 guidance of 380,000 to 420,000 oz. Of the total quarterly gold production, 75,299 oz were produced as a concentrate and 32,616 oz as doré. During the same quarter in 2020, the Company produced 96,830 oz of gold...