Discovery Silver / DSV (TSX)

  • Der Run von Discovery Silber war extrem. Wir haben versiebenfacht seit dem Verlaufstief auf eine MC von 2.8 Mrd CAD. Die Marktkaptialisierung liegt nun 75 % über dem NPV. Zudem bleibt das politische Risiko in Mexiko. Ich habe deshalb heute die Hälfte verkauft.


    Euer Mond ist meine Sonne.

  • National Bank has adjusted its price target for Discovery Silver (DSVSF, Financial), increasing it from C$4 to C$4.50. This change reflects a continued positive outlook on the stock, with the bank maintaining its Outperform rating for the shares. This revision demonstrates growing confidence in Discovery Silver's future performance

    https://www.gurufocus.com/news/2942858/discovery-silver-dsvsf-sees-price-target-increase-by-national-bank-dsvsf-stock-news

    "You`ll own nothing - And you`ll be happy" [wef.ch]

  • Barrick weighs sale of gold mine to Discovery Silver
    Discovery Silver is in the final stages of a process Barrick launched in April to sell the Hemlo gold mine in Ontario.
    www.mining.com


    Barrick Mining Corp. is in advanced talks to sell its last Canadian gold mine to Discovery Silver Corp., according to people familiar with the matter, as the firms seek to capitalize on the soaring price of the precious metal.

    [Blockierte Grafik: https://servedbyadbutler.com/error/blank.gif]

    Discovery Silver is in the final stages of a process Barrick launched in April to sell the Hemlo gold mine in Ontario, the people said, who asked not to be named. There’s no certainty the deliberations will lead to a transaction, the people said.

    "You`ll own nothing - And you`ll be happy" [wef.ch]

  • Newmont Announces Monetization of Equity Received Through Successful Divestiture Program

    https://www.businesswire.com/news/home/20250715540624/en/Newmont-Announces-Monetization-of-Equity-Received-Through-Successful-Divestiture-Program


    Sale of Discovery Shares

    Working in conjunction with Discovery, Newmont agreed to divest 100% of its shares in May 2025 and July 2025. The Discovery shares sold were received as part of the consideration for the divestment of the Porcupine mine to Discovery in 2025 (the “Porcupine Transaction”). The sales reflect an approximately 200% return relative to the value announced at the time of the Porcupine Transaction. To facilitate the sales, Discovery agreed to waive certain provisions of the Investor Rights Agreement entered into between the parties with respect to the Porcupine Transaction. Following the settlement of the July 2025 sales1, Newmont will not be a shareholder of Discovery.

    "You`ll own nothing - And you`ll be happy" [wef.ch]

  • Discovery Announces Senior Management Appointment

    Discovery Silver Corp. | Discovery Announces Senior Management Appointment

    July 31, 2025, Toronto, Ontario – Discovery Silver Corp. (TSX: DSV, OTCQX: DSVSF) (“Discovery” or the “Company”) today announced the appointment of Alison White to the position of Chief Financial Officer (“CFO”). The appointment is effective immediately.

    Tony Makuch, Discovery’s CEO, commented: “We are very pleased to welcome Alison to Discovery’s leadership team. She brings extensive and diverse experience in both finance and operations that will prove beneficial as we invest to grow and create value for all stakeholders. In particular, Alison’s experience in CFO roles with SSR and, prior to that, Newmont provided her with significant knowledge that will be extremely helpful as we pursue the tremendous opportunities that exist to improve and grow our Porcupine Operations. Together, the Discovery team is driven to re-establish Porcupine as a Tier 1 asset in the global gold mining industry, and Alison will play a key role as we progress towards achieving that goal.”


    Alison White is a highly experienced finance professional who, over her 20-plus year career, has established a solid track record of success serving in numerous financial and operational roles. Most recently, Alison served as CFO & Executive Vice President at SSR Mining Inc. (“SSR”), where she played a key role in designing and advancing SSR’s value creation strategy and led the transformation of several key functions, including Finance, IT, Treasury, Cyber Security, Enterprise Risk Management and Business Excellence. Prior to joining SSR, Alison worked in various corporate and regional roles at Newmont Corporation (“Newmont”), including serving as the Regional CFO for North America. Earlier in her career, she gained leadership and financial experience through senior positions across a variety of industries. Alison has a Master’s and B.S. in finance and accounting from the University of Colorado, Boulder, and is a licensed Certified Public Accountant.

    Andreas L’Abbé, the Company’s former CFO, is transitioning to the role of Senior Vice President, Finance. In his new role, Andreas will continue to lead initiatives within the Finance division, including the ongoing integration of the Porcupine assets.

    "You`ll own nothing - And you`ll be happy" [wef.ch]

  • Discovery Reports 50,552 Ounces of Gold Production, $27.3 Million of Free Cash Flow¹ in Q2 2025

    https://ceo.ca/@GlobeNewswire/…ounces-of-gold-production

    • TRANSFORMATIONAL QUARTER
      • Acquired Porcupine Complex on April 15th, establishes Discovery as growing Canadian gold producer
      • Finalized $575.0 million financing package, including $475.0M of royalty & equity financing, $100.0M senior debt facility
    • Q2 2025 NET EARNINGS AND EPS
      • Net earnings of $5.5M ($0.01/share) versus net loss of $5.1M ($0.01/share) in Q2 2024; Adjusted net earnings1 totaled $28.4 million or $0.04 per share
    • INITIAL GOLD PRODUCTION IN Q2 2025
      • 50,552 produced from April 16 – June 30; Production included 16,112 oz from Hoyle Pond, 27,286 oz from Borden and 7,154 oz from Pamour
    • OPERATING CASH COSTS IN LINE WITH EXPECTATIONS
      • Operating cash costs1,2 of $48.8M or $1,334/oz sold
    • ATTRACTIVE MARGINS DRIVE PROFITABILITY AND CASH FLOW
      • All-in sustaining costs (“AISC”)1,2 averaged $2,123/oz sold versus average realized gold price1 of $3,337/oz; Site-level AISC3 averaged $1,872/oz sold
    • STRONG CASH FLOW FROM GOLD SALES
      • Net cash from operating activities of $67.1M; Free cash flow1 of $27.3M
    • SOLID CASH POSITION TO SUPPORT OPERATIONS AND GROWTH PLANS
      • Cash at June 30, 2025, totaled $252.5M; with working capital of $225.9 million; Additional $100.0M of liquidity at June 30, 2025, through undrawn credit facility

    "You`ll own nothing - And you`ll be happy" [wef.ch]

  • Discovery Announces Positive Drilling Results from All Operations at Porcupine Complex


    Key Highlights

    Excellent results from resource conversion and expansion drilling2

    • Hoyle Pond3: Multiple high-grade intercepts near lower limits of S Zone
      • 23.95 gpt over 7.1m
      • 9.88 gpt over 11.5m
      • 86.09 gpt over 2.1m, including 360.00 gpt over 0.5m
      • 150.00 gpt over 3.1m, including 302.00 gpt over 0.4m
      • 35.98 gpt over 2.9m; and 11.65 gpt over 2.8m
    • Borden3: High-grade intersections along strike to northeast of Main Zone
      • 11.48 gpt over 5.2m, including 15.49 gpt over 3.2m
      • 9.41 gpt over 12.6m, including 19.29 gpt over 5.2m
      • 15.61 gpt over 6.0m
      • 13.88 gpt over 6.9m, including 18.99 gpt over 4.8m
    • Pamour4: Excellent drill results within and along strike of current resources in all three phases of pit design, including several holes with multiple intercepts
      • Multiple intercepts:

    1.44 gpt over 104.6m, 1.07 gpt over 54.5m

    2.03 gpt over 25.8m, 2.18 gpt over 20.5m, 1.20 gpt over 37.8m

    3.42 gpt over 19.9m, 1.47 gpt over 57.6m

    1.85 gpt over 34.6m, 1.35 gpt over 15.5m

      • Single intercepts:

    48.82 gpt over 5.0m; 3.40 gpt over 39.8m;1.51 gpt over 38.3m;1.78 gpt

    over 39.4m; 1.51 gpt over 34.2m; 1.40 gpt over 44.9m; 0.96 gpt over

    86.6m; 1.32 gpt over 40.9m; 1.30 gpt over 27.3m

    Multiple high-grade intersections at Owl Creek4 in close proximity to Hoyle Pond

      • 4.08 gpt over 16.2m, including 9.81 gpt over 3.9m
      • 4.14 gpt over 17.5m, including 6.48 over 10.0m
      • 5.58 gpt over 5.2m, including 17.63 gpt over 1.1m
      • 5.39 gpt over 11.0m
      • 5.59 gpt over 6.0m

    Discovery Announces Positive Drilling Results from All Operations at Porcupine Complex, by @GlobeNewswire
    TORONTO, Nov. 06, 2025 (GLOBE NEWSWIRE) -- Discovery Silver Corp. (TSX: DSV, OTCQX: DSVSF)  (“Discovery” or the “Company”)…
    ceo.ca

    "You`ll own nothing - And you`ll be happy" [wef.ch]

    • Offizieller Beitrag

    Was mich da bei dem "Tiger" beeindruckt, ist, sorry, dass die obersten 4 Sesselfurzer jährlich über eine Mio kassieren, der alleroberste allein 666.7 Mio! Was für eine Zahl! Beinahe teuflisch....gut oder schlecht...weiss ich nicht.


    Nicht klar, ob Tiefmine wiedergewältigt wird, oder ob open pit und wenn letzteres, ob der wirklich in "allen permits" auch enthalten ist.


    Mir als Senior zu riskant.


    LF

    "Das einzige Geld, auf das ich mich verlassen kann, ist das Gold, das ich besitze" J.Sinclair
    "Die meisten Politiker sind ja Vollidioten! Schmeißt diese Idioten RAUS!" Marc Faber, Schweizer Finanzanalyst, Thailand, nach einem Bier...
    "The whole game is rigged" Gerald Celente

  • Discovery reports 63,154 Ounces of Gold Production, $86.8 Million of free cash flow1 in Q3 2025

    November 12, 2025

    Cash of $341.5 million at September 30, 2025

    Q3 2025 NET EARNINGS AND EPS

    • Net earnings of $42.4M ($0.05/share) versus net loss of $3.9M ($0.01/share) in Q3 2024; Adjusted net earnings1 totaled $61.1 million or $0.08/share.

    GOLD PRODUCTION IN Q3 2025

    • 63,154 oz produced compared to 50,552 oz in Q2 2025 (from April 16 – June 30).

    OPERATING CASH COSTS IN LINE WITH EXPECTATIONS

    • Operating cash costs1 of $1,339/oz sold versus $1,341/oz in Q2 2025.

    ATTRACTIVE MARGINS DRIVE PROFITABILITY AND CASH FLOW

    • All-in sustaining costs (“AISC”)1 averaged $1,734/oz sold compared to an average realized gold price1 of $3,489/oz; Site-level AISC2 averaged $1,699/oz sold.

    STRONG CASH FLOW FROM GOLD SALES

    • Net cash from operating activities of $153.5M; Free cash flow1 of $86.8M.

    SOLID CASH POSITION TO SUPPORT OPERATIONS AND GROWTH PLANS

    • Cash at September 30, 2025, totaled $341.5M, with working capital of $224.2 million.

    NEW REVOLVING CREDIT FACILITY (“RCF”) PROVIDES INCREASED LIQUIDITY

    • New RCF will allow Discovery to borrow up to $250 million, with an accordion feature for an additional $100 million. The agreement is expected to close in Q4 2025.

    ENCOURAGING EXPLORATION RESULTS RELEASED SUBSEQUENT TO QUARTER END

    • Resource conversion and expansion drilling at Hoyle Pond, Borden and Pamour returns excellent results; Encouraging drill results at Owl Creek confirm potential for significant high-grade mineralization west of Hoyle Pond.

    Discovery Silver Corp. | Discovery reports 63,154 Ounces of Gold Production, $86.8 Million of free cash flow1 in Q3 2025

    "You`ll own nothing - And you`ll be happy" [wef.ch]

  • Hier die Zahlen auf einen Blick mit Vorquartalsvergleich. Zu bedenken ist: Die Übernahme der Porcupine Mine erfolgte erst am 16. April 2025. Gefördert wurde also im Q2 nur 76 Tage statt 90, was einen Teil der Steigerung erklärt. Trotzdem starke Sache! :love:



    Discovery hat für 425 Mio USD einen Top Deal mit Newmont abgeschlossen. Die holen den Kaufpreis in 1-2 Jahren rein. Und Porcupine ist viel grösser als manche denken:

    3,932 Mio oz M&I + 12,493 Mio oz Inferred = 16,425 Mio oz Goldressourcen

    Ob sich Nemont nicht ärgert?

    Euer Mond ist meine Sonne.

    Einmal editiert, zuletzt von Katzenpirat ()

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