Developer -- die Suche nach Alpha

    Updated Feasibility Study


    • Proven and Probable Mineral Reserves of 2.7 Moz Au (51.6 Mt at 1.62 g/t Au), increases of
    +31% in ounces, +10% in tonnes and +20% in grade compared to the previous estimate.


    • “High Grade” Proven and Probable Mineral Reserves (greater than 0.7 g/t Au and designated
    as direct mill-feed in the Project’s mine plan) of 2.4 Moz Au (35.3 Mt at 2.12 g/t Au), increases
    of +38% in ounces, +29% in tonnes and +7% in grade compared to the previous estimate.


    • 14.3-year mine life with first gold scheduled for January 2025.


    • Average gold production of 195,000 oz/year at an annual average All-In Sustaining Cost
    (“AISC”)1 of US$1,007/oz for $121M of annual average free cash flow (“FCF”) for 12 years
    from 2025 to 2036.


    • Open pits optimized at gold price cases of US$950/oz (Leprechaun), US$1200/oz (Marathon)
    and US$1350/oz (Berry).


    • Remaining capital cost (“Capex”) of $463M (US$347M), representing the Project’s cost-to-
    complete effective October 31, 2022.


    • After-tax Net Present Value at a 5% discount rate (“NPV5% ”) of $648M (US$486M), Internal
    Rate of Return (“IRR”) of 22%, and payback of 2.8 years.


    • Peak full time direct employment of 405 persons during construction and 522 during
    operations, with $598M payable in federal and provincial income taxes and mining duties, at
    US$1700/oz gold


    https://marathon-gold.com/site…e-Gold-Project-vFinal.pdf

    Altair seeks acquisitions in Burkina Faso, Kazakhstan

    https://www.stockwatch.com/News/Item/Z-C!AVX-3339817/C/AVX
    Altair Resources Inc. has provided this shareholder update and has added experienced geologists to its exploration team.
    Continuing acquisition programs
    Altair continues its acquisition efforts in Burkina Faso, including the Marbera project. With the consultation of its country representative, Toussaint Bamouni, Altair retains good relations with government officials in Burkina Faso and keeps apprised of current events as they unfold in the country. The company has also evaluated a number of additional projects and continues to pursue financing alternatives.
    In Kazakhstan, Altair also continues its efforts to pursue financing for project acquisitions, including with and through Nicholas Jeffery, a seasoned financial professional recently appointed to the company's advisory board, as announced in the company's press release of June 22, 2022.
    Engagement of exploration team and new project evaluation
    In addition to maintaining its acquisition efforts on previously announced projects, the company has received a number of gold, nickel, cobalt and copper property exploration submittals from contacts in Brazil, as well as a number of gold exploration property submittals in the western United States.
    In Brazil, the company is in the process of engaging Metallon Exploration & Mining Inc., a Brazilian consulting company with a team of exploration and mining associates with intricate knowledge of the country's panorama in precious and base metal projects in all development stages. The company is headed by Hercules Guionis, a senior mining engineer resident in Brazil since 1993. Metallon's exploration team of professionals is monitored by Jose Alirio Lenzi, a permanent part-time consultant and adviser associated to Metallon for more than 15 years who will actively assist in property evaluations.
    Mr. Lenzi is a senior economic geologist with a 39-year record of picking winner prospects. He has extensive experience in all phases of mineral exploration from grassroots to feasibility, and held board or senior leadership roles with successful exploration and mining companies in South America. His efforts to date have eventually culminated in the discovery and development of gold projects that sum all together over 10 million ounces of gold.
    Mr. Lenzi graduated from the Unisinos University, Rio Grande do Sul, in 1980, and has since held senior positions with renowned mining and exploration groups such as the Votorantim Group (cement and coal), the CMP Group in Uruguay (gold and base metals), American Resources, TVX Gold, Geoplan-EBX Group, Brazilian International Goldfields, Anaconda Mining Inc., Goldmarca Ltd. (Peru and Ecuador), Mining Ventures-Denhan Capital and Albrook Gold, with an emphasis in the prolific Tapajos gold camp.He has assisted and has been instrumental in a number of takeovers and market-oriented endeavours to finance early-stage gold projects, with an acknowledged reputation with international investors with respect to his find rate.
    In the western United States, the company has engaged Stephen McKay to assist in not only evaluating property submittals but also in staking new claims where deemed advantageous.
    Mr. McKay is a seasoned exploration geologist with over 30 years of experience in gold and base metals in the western United States. As the principal of McKay Mineral Exploration for over nine years, Mr. McKay has assisted clients with their mineral exploration needs, beginning with mineral target evaluation, to land negotiations, to mine development, including staking mining claims, geochemical and geophysical sampling, mapping, setting up drilling programs, and reclamation programs. His previous work experience includes as a geologist and exploration field manager for North American Exploration in Utah for 15 years, as well as serving as an exploration manager for Nevada Star in Mexico and Alaska and interior exploration in Alaska. Mr. McKay has recently staked a gold property in Nevada that the company is evaluating at this time for potential acquisition. He will also be assisting the company with further work on the company's Simon project.
    George S. Young said: "While we continue to work in West Africa and central Asia as conditions in those jurisdictions stabilize, we are availing ourselves of opportunities in the western hemisphere as well. We are most pleased to welcome Metallon Exploration & Mining Inc. and their principal consulting economic geologist to work with us at Altair. I first became acquainted with Jose in 1992 as we worked together on the San Gregorio project in Uruguay for American Resource Corp. Jose possesses unique skills in identifying and delineating economic mineralization, and will be invaluable to the company with his experience in Brazil. We also are quite fortunate to be able to engage the services of Stephen McKay, a very respected geologist, who is especially adept at identifying and staking gold and base metal mineralization in the western United States. I witnessed his proficiency in claim staking on a large lithium project in the Great basin in 2017 to 2019. We will benefit greatly from Metallon's, Jose's and Stephen's knowledge of the industry, their numerous contacts, and their expertise. We look forward to adding additional value to the company's prospects at the same time as Altair continues its acquisition and development programs in Burkina Faso."
    About Altair Resources Inc.
    The primary focus of Altair (TSX Venture Exchange: AVX) is targeting the acquisition and development of gold projects in Burkina Faso and advancing with its Simon project in Nevada.
    Burkina Faso is second in gold production in West Africa with four major mining companies operating and 16 gold mines and one zinc mine that have reached production.




    Ascot arrangiert C$200 Millionen Finanzierungspaket für den Bau


    Höhepunkte des vorgeschlagenen Finanzierungspakets


    • Ascot wird für den Bau von PGP eine Projektfinanzierung in Höhe von etwa 200 Millionen C$ erhalten, um das ausstehende Kapital und die aufgelaufenen Zinsen der vorrangigen Kreditfazilität und der Produktionszahlungsvereinbarung von Sprott Private Resource Lending II (Collector), LP ("SRL") zu tilgen, damit das Unternehmen mit minimalen Schulden in Produktion gehen kann.
    • Ascot hät an seinem zuvor gemeldeten Zeitplan für das Projekt fest, wobei die Vorinbetriebnahme der Anlage im vierten Quartal 2023 beginnen soll und der erste Goldabguss für Anfang 2024 vorgesehen ist.
    • Gold- und Silberfluss mit Sprott Streaming: 110 Millionen US$ für die Lieferung von 8,75 % bzw. 100 % der Gold- und Silberproduktion von PGP und RMP gegen eine laufende Zahlung von 10 % der geltenden Gold- und Silberpreise.
    • Bestehendes 10%-Gold-Streaming-Abkommen mit SRSR für das Projekt Red Mountain (RMP"), das so geändert werden soll, dass es Teil des oben beschriebenen Streams wird.
    • Strategische Investition von Ccori Apu in Höhe von 45 Mio. C$, wovon ein Teil als CDE-Durchfluss strukturiert sein wird, so dass der gesamte Bruttoerlös für Ascot 50 Mio. C$ beträgt, was dazu führt, dass Ccori Apu bei Abschluss einen Pro-forma-Anteil von 19,9 % an den Stammaktien von Ascot besitzt und das Recht hat, bis zu zwei Personen für das Board of Directors von Ascot zu nominieren.
    • Die 10-Millionen-US$-Wandelfazilität von Beedie Investments Ltd. ("Beedie") bleibt ausstehend und Beedie wird eine Gläubigervereinbarung mit SRSR abschließen. Das Unternehmen hat eine Kündigungsmitteilung an Beedie geschickt, um die nicht in Anspruch genommene Wandelanleihe in Höhe von 15 Millionen US$ mit Wirkung zum 12. Dezember 2022 zu kündigen.
    • Der Abschluss des Streams und der strategischen Investition hängt jeweils vom Abschluss des anderen ab.


    https://ascotgold.com/news-rel…the-premier-gold-project/

    Zitat von KleinerInvestor

    Wollte dir erstmal für den Eintrag mit G Mining danken! Ist jetzt eine gute Position in meinem Depot geworden. Wollte dich fragen, ob du hier auch investiert bist? Falls nicht, ob es Gründe hat?I-80 habe ich auch auf der Watchliste...

    Ich habe mir jetzt auch ein paar Stücke geholt. Auf die Liste reicht es noch nicht: :thumbup:
    [Blockierte Grafik: https://cdn-ceo-ca.s3.amazonaws.com/1hohigc-GMIN_Freefloat.png]

    Hier mal die (übersetzte) Antwort der IR auf die Frage wie sie auf die 500k Unzen Produktion p.a. kommen wollen:


    ...
    Wir evaluieren aktiv anorganische Wachstumsmöglichkeiten im Goldbereich in Nord- und Südamerika. Das ideale Ziel für uns wären Projekte, die in die Bauphase eintreten, sobald TZ eine stabile Produktion erreicht, und die uns die 500.000-Unzen-Marke bringen können (TZ wird in den ersten fünf Jahren mehr als 190.000 Unzen jährlich produzieren).


    Da wir bestrebt sind, das Vermögen unserer Aktionäre gut zu verwalten (und wir alle selbst Aktionäre des Unternehmens sind), werden alle Finanzierungsoptionen auf der Basis des Zuwachses pro Aktie bewertet. Die Kreativität, die in die Strukturierung des Erwerbs von TZ von Eldorado Gold eingeflossen ist, und die Kapitalstruktur des Projektfinanzierungspakets können als Grundlage für mögliche zukünftige Akquisitions- und Finanzierungsoptionen dienen.
    ...


    Wenn die das schaffen sollten, könnte GMIN echt ein Großer werden!

    Contango ORE, Inc. Announces Private Placement of Common Stock and Year-End Updatehttps://www.businesswire.com/news/home/20221220005734/en/


    HOUSTON--(BUSINESS WIRE)--Contango ORE, Inc. (“CORE” or the “Company”) (NYSE American: CTGO) announced today the issuance and sale of an aggregate of 283,500 shares for $20.00 per share (the “Shares”) of the Company’s common stock, par value $0.01 per share (the “Common Stock”), and warrants (the “Warrants”) entitling each purchaser to purchase shares of Common Stock for $25.00 per share (the “Warrant Shares” and together with the Common Stock and the Warrants, the “Securities”), in a private placement (the “Private Placement”) pursuant to Subscription Agreements, (the “Subscription Agreements”) dated as of December 23, 2022 between the Company and certain accredited investors (the “Purchasers”). The Subscription Agreements include customary representations, warranties, and covenants by the Purchasers and the Company.




    Rick Van Nieuwenhuyse, the Company’s President and Chief Executive Officer, said, “This equity capital raise will allow us to continue to advance our 30% interest in the Peak Gold, LLC joint venture (PGJV) while we arrange debt financing to fund the remaining balance of funds necessary to place the Manh Choh project into production. Kinross, the manager, operator and 70% owner of the PGJV has communicated at our last joint venture meeting that the project remains on schedule and on budget. The Camp facilities located in Tok, Alaska are nearing completion and construction work will continue through the winter months on the development of the Manh Choh project site to ensure that the project remains on schedule for first gold production in the second half of 2024. I am also happy to report that the project is approaching 50% contracted/committed and is trending on budget – meaning that work is being completed and major contracts are under negotiation for the contract mining and completed as to the contract ore hauling segments of the project which collectively make up over 50% of project development and operating costs. Since Contango discovered this high-quality ore deposit in 2011, we have worked closely with the Tetlin Tribal Council and now most recently with Kinross to place the project into production. We are excited to see this project come to fruition. Despite the difficult market conditions and current inflationary environment, we are getting it done. Based on a feasibility study completed by Kinross1, the Manh Choh project is expected to produce approximately 225,000 ounces of GEO/year (67,500 for CTGO’s 30% interest). The Company expects to complete a SK 1300 compliant technical report once a final Toll Milling Agreement between the Company and Kinross Fort Knox is signed.

    Seeking Alpha - Peter Arendas:


    Top 5 Mining Stocks To Watch In 2023 | Seeking Alpha



    1. Adriatic Metals (OTCPK:ADMLF)


    Übersetzung:


    Adriatic Metals ist meine Nr. 1 für 2023. Das Jahr 2022 war das Jahr der großen Bauaktivitäten am bosnischen Vares-Projekt, das jetzt zu mehr als 50% abgeschlossen ist. Erst am 30. Dezember kündigte Adriatic den ersten Schuldenabbau an. Darüber hinaus wurde bestätigt, dass das Projekt weiterhin vollständig finanziert und auf Kurs für die erste Produktion im 3. Quartal 2023 ist. Das sind gute Neuigkeiten, denn Vares sollte ein Geldautomat für Adriatic werden.
    Laut der Machbarkeitsstudie vom August 2021 sollte die Mine in der Lage sein, durchschnittlich 3,71 Millionen Tonnen Silber, 62,7 Millionen Pfund Zink, 46,2 Millionen Pfund Blei, 2,8 Millionen Pfund Kupfer, 21.800 Tonnen Gold und 2,9 Millionen Pfund Antimon (oder 11,2 Millionen Tonnen Silberäquivalent) pro Jahr über eine Lebensdauer von 10 Jahren zu produzieren. In den ersten 5 Jahren sollte die Produktion jedoch fast 15 Millionen Toz Silberäquivalent pro Jahr entsprechen. Die AISC sollten nur 7,3 $/toz Silberäquivalent betragen, und der anfängliche CAPEX sollte nur 168 Millionen $ betragen. Die Wirtschaftlichkeit des Projekts ist großartig. Bei Basismetallpreisen von 25 $/toz Silber, 1,36 $/Pfund Zink, 1,04 $/Pfund Blei, 4,3 $/Pfund Kupfer, 1.800 $/toz Gold und 1,04 $/lb Antimon beträgt der Kapitalwert nach Steuern (8 %) 1,062 Mrd. $ und der IRR nach Steuern 134 %.


    [Blockierte Grafik: https://static.seekingalpha.com/uploads/2022/12/30/13760932-16724489021217036.png]Quelle: Adriatic Metals


    Ja, die Basispreise sind höher als die aktuellen Metallpreise. Wie jedoch in der obigen Sensitivitätsanalyse zu sehen ist, beträgt bei 10% niedrigeren Metallpreisen, was in etwa den aktuellen Marktpreisen entspricht, der Kapitalwert nach Steuern (8%) 893 Millionen US-Dollar und der IRR nach Steuern 117,4%. Beide Zahlen sind wirklich großartig. Vor allem im Vergleich zur aktuellen Marktkapitalisierung von Adriatic von rund 570 Millionen US-Dollar. Darüber hinaus ist es das Ziel von Adriatic, die Lebensdauer der Mine von Vares auf mehr als 20 Jahre zu verlängern. Und es ist wichtig, den anderen Vorteil von Adriatic nicht zu vergessen, das serbische Raska-Projekt, das ein ähnliches Potenzial wie Vares hat. Nachdem Vares in Betrieb ist, sollte Adriatic damit beginnen, Raskas Wert freizuschalten.

    G Mining Ventures Files Preliminary Base Shelf Prospectus
    https://www.newswire.ca/news-r…prospectus-874496315.html
    BROSSARD, QC, Jan. 6, 2023 /CNW Telbec/ - G Mining Ventures Corp. ("GMIN" or the "Corporation") (TSXV: GMIN) (OTCQX: GMINF) is pleased to announce that it has filed a preliminary short form base shelf prospectus with the securities regulators in each province and territory of Canada. When made final or effective, this filing will allow the Corporation and/or selling security holders to make offerings of common shares (including by way of an "at-the-market distribution" in accordance with applicable securities laws), preferred shares, subscription receipts, warrants, debt securities, units or any combination thereof for up to a maximum amount of C$500 million during the 25-month period over which the base shelf prospectus is effective.


    The Corporation has filed this preliminary base shelf prospectus in order to have greater financial flexibility going forward but has no immediate plans to issue any securities under it at this time, and may never proceed with any such issuance. Should the Corporation and/or selling security holders decide to offer securities during the 25-month effective period, the specific terms, including the use of proceeds, will be set forth in a prospectus supplement to the final base shelf prospectus, which will be filed with the applicable Canadian securities regulatory authorities.

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