Agnico-Eagle Mines / AEM (TSX, NYSE)

  • irgendwas ist immer.Zudem AISC deutlich höher als prognostiziert wie @Vassago auch darlegt. Die Zahl kann man sich nicht schön rechnen.
    AE jetzt 8 % im Minus!


    The Company expects some easing on input costs to occur later in 2023 and, combined with increased gold production, unit costs are expected to be lower in 2024 and 2025.

    An Tagen wie diesen kann man zukaufen und wenn es nur zum traden ist.

  • Klar sind die aufgrund inflationärer Faktoren gestiegenen und in '23 auf rund 1.165 USD steigenden AISC unschön. Gemessen an Wachstumsaussichten (u.a. auch durch potenzielle 100% von Malartic), Gewinnmargen, Länderrisiko, Management, einer Dividende in Höhe von mittlerweile 3,6% etc. finde ich jedoch kaum einen Seniorproduzenten, den ich zur Zeit für kaufenswerter halte als AEM. Ich habe heute zu Kursen von 42,14 € noch mal etwas draufgepackt und werde, sobald die heutigen teils guten teils enttäuschenden Zahlen/Aussichten komplett vom Markt geschluckt wurden, evtl. nochmals nachlegen.

    "Blinder Glaube an die Obrigkeit ist der schlimmste Feind der Wahrheit"
    Albert Einstein

  • [Blockierte Grafik: https://tvc-invdn-com.investing.com/data/tvc_5150b1f852899a2912b0d0aa33ce41a5.png]
    Nachtrag: Bitte an die Wand pinnen und im Sommer auf Korrektheit prüfen !


    blau: 7,5...8-JZ und graugrün : Halbzykl. bzw. Rohst.zykl.

    Gold’s/ Silver`s value is not determined by world events, political turmoil, or industrial demand. The only thing that you need to know in order to understand and appreciate gold / Silver for what it is, is to know and understand what is happening to the US dollar.

    4 Mal editiert, zuletzt von Caldera ()

    • Offizieller Beitrag

    Oha, Caldera!


    Bei diesem Kursziel oder nahebei gehe ich wieder an Bord. AEM hat in den letzten Jahren 3 meiner Goldminen geschluckt, die wohl ohne den Big Boy jeweils besser dastünden.... :huh:


    Grüsse
    Edel

  • Ja schon im Sommer 2022 hab ich diese Entwicklung genau so prophezeit (Post 82 und folgende) vom 28.6.22



    Gold’s/ Silver`s value is not determined by world events, political turmoil, or industrial demand. The only thing that you need to know in order to understand and appreciate gold / Silver for what it is, is to know and understand what is happening to the US dollar.

  • AGNICO EAGLE COMPLETES ACQUISITION OF YAMANA'S CANADIAN ASSETS


    https://www.prnewswire.com/new…ian-assets-301787229.html


    TORONTO, March 31, 2023 /PRNewswire/ - Agnico Eagle Mines Limited (NYSE: AEM) (TSX: AEM) ("Agnico Eagle" or the "Company") is pleased to announce the successful completion of the previously announced plan of arrangement (the "Arrangement") pursuant to which Agnico Eagle has acquired certain subsidiaries and partnerships which hold Yamana Gold Inc.'s ("Yamana") interests in its Canadian assets, including the Canadian Malartic mine. As part of the Arrangement, Pan American Silver Corp. has acquired all the issued and outstanding common shares of Yamana.


    With the completion of the Arrangement, the Company now owns 100% of the Canadian Malartic mine, 100% of the Wasamac project located in the Abitibi region of Quebec and several other exploration properties located in Ontario and Manitoba. Over the last 18 months, the Company has solidified its presence in the Abitibi gold belt, a region of low political risk and high geological potential, and where it has a strong competitive advantage from having operated there for over 50 years. The Company's production in the Abitibi gold belt is forecast to be approximately 1.9 million ounces to 2.1 million ounces of gold per year through 2025. In addition, the Company has the unique ability to monetize future additional mill capacity at the Canadian Malartic mine, given its extensive operations and strategic land position in the region.

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

  • Teck and Agnico Eagle Announce Completion of the San Nicolás Copper-Zinc Project Joint Venture


    https://www.prnewswire.com/new…nt-venture-301791744.html


    VANCOUVER, BC and TORONTO, April 6, 2023 /PRNewswire/ - Agnico Eagle Mines Limited (TSX: AEM) (NYSE: AEM) ("Agnico Eagle") and Teck Resources Limited (TSX: TECK.A) (TSX: TECK.B) (NYSE: TECK) ("Teck") announced today that the previously announced joint venture transaction between Teck and Agnico Eagle to advance the San Nicolás copper-zinc development project has closed. Teck and Agnico Eagle have entered into a joint venture shareholders agreement whereby Agnico Eagle, through a wholly-owned Mexican subsidiary, has agreed to subscribe for a 50% interest in Minas de San Nicolás, S.A.P.I. de C.V. ("MSN") for US$580 million, to be contributed as study and development costs are incurred by MSN. For governance purposes, Agnico Eagle is deemed to be a 50% shareholder of MSN from closing, regardless of the number of shares that have been issued to Agnico Eagle or its subsidiary.


    Teck and Agnico Eagle are now 50/50 joint venture partners at San Nicolás, working together to advance permitting and development of the high-quality copper-zinc San Nicolás project located in Zacatecas, Mexico. The joint venture partners are planning to submit an Environmental Impact Assessment and Permit application for San Nicolás in the first half of 2023 and are targeting completion of a feasibility study in early 2024. Concluding the San Nicolás joint venture, initiating permitting, and completing the next stage of technical studies, is another positive step in Teck's strategy to advance its industry leading Copper Growth portfolio in a timely and prudent manner and for Agnico Eagle in leveraging its Mexican operating experience and know-how to pursue growth in a high-quality, copper-zinc mineral deposit located in a premier mining jurisdiction in Mexico.

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

  • Die wichtigsten Kennzahlen aus dem Artikel sind:

    1. Produktionszahlen: Agnico Eagle Mines hat im ersten Quartal 2023 eine starke Produktion von 812.813 Unzen Gold verzeichnet.
    2. Kostenkennzahlen: Die Gesamtbetriebskosten beliefen sich auf 832 US-Dollar pro Unze, und die All-in-Sustaining-Kosten sanken auf 1.125 US-Dollar pro Unze.
    3. Finanzielle Ergebnisse: Das Unternehmen meldete einen Nettogewinn von 3,87 US-Dollar pro Aktie, der auch den Erwerb der Canadian Malartic-Mine beinhaltete. Auf bereinigter Basis betrug der Nettogewinn 0,58 US-Dollar pro Aktie.
    4. Prognose für 2023: Agnico Eagle Mines bekräftigte seine Prognose für das Jahr 2023 mit einer erwarteten Goldproduktion von 3,24 bis 3,44 Millionen Unzen und All-in-Sustaining-Kosten von 1.140 bis 1.190 US-Dollar pro Unze.
    5. Aktienrückkaufprogramm: Das Unternehmen kündigte ein Aktienrückkaufprogramm an, bei dem bis zu 24,7 Millionen Stammaktien oder 5% der ausgegebenen und ausstehenden Aktien zurückgekauft und storniert werden können.
    6. Dividendenrendite: Die Quartalsdividende beträgt 0,40 US-Dollar pro Aktie, und die Aktienrendite liegt bei 2,86%.
    7. Finanzielle Stärke: Agnico Eagle Mines verfügt über eine solide finanzielle Position mit einem hohen Cash-Bestand von 744,6 Millionen US-Dollar, einem niedrigen Schuldenstand und einer verbesserten Kreditrating-Aussicht.
    8. Laut dem Artikel beträgt der Schuldenstand von Agnico Eagle Mines per 31. März 2023 insgesamt 1,6 Milliarden US-Dollar. Es wird auch erwähnt, dass die meisten dieser Schulden erst nach 2026 fällig werden, was dem Unternehmen ausreichend Zeit gibt, sie zurückzuzahlen oder neu zu finanzieren.
  • AGNICO EAGLE PROVIDES UPDATE ON CANADIAN MALARTIC COMPLEX -INTERNAL STUDY DEMONSTRATES IMPROVED VALUE, EXTENDS MINE LIFE AND SUPPORTS POTENTIAL FUTURE PRODUCTION GROWTH IN THE ABITIBI GREENSTONE BELT; POSITIVE EXPLORATION RESULTS EXPECTED TO RESULT IN INCREASED MINERAL RESERVES AND MINERAL RESOURCES; ADDITIONAL PROPERTY SCALE TARGETS BEING EVALUATED

    https://www.prnewswire.com/new…n-results--301855153.html
    TORONTO, June 20, 2023 /PRNewswire/ - Agnico Eagle Mines Limited (NYSE: AEM) (TSX: AEM) ("Agnico Eagle" or the "Company") is pleased to provide an update on the Odyssey mine, which forms part of the Company's 100% owned Canadian Malartic complex. Since the development of the Odyssey project was approved in February 2021, mineral resources have grown significantly and contributed to an increased mine life. Project construction activities have progressed well despite a challenging construction environment, with first production from underground being achieved on schedule in March of this year.
    [Blockierte Grafik: https://mma.prnewswire.com/media/2105724/Agnico_Eagle_Mines_Limited_AGNICO_EAGLE_PROVIDES_UPDATE_ON_CANAD.jpg?w=350]Evolution of Odyssey mine mineral reserve and mineral reserves from 2017 to 2022 (CNW Group/Agnico Eagle Mines Limited)[Blockierte Grafik: https://mma.prnewswire.com/media/2105723/Agnico_Eagle_Mines_Limited_AGNICO_EAGLE_PROVIDES_UPDATE_ON_CANAD.jpg?w=350]Canadian Malartic complex gold production profile for years 2023 to 2042 (CNW Group/Agnico Eagle Mines Limited)[Blockierte Grafik: https://mma.prnewswire.com/media/2105722/Agnico_Eagle_Mines_Limited_AGNICO_EAGLE_PROVIDES_UPDATE_ON_CANAD.jpg?w=350]Odyssey mine – Advance of the ramp and the underground development as at May 31, 2023 (CNW Group/Agnico Eagle Mines Limited)[Blockierte Grafik: https://mma.prnewswire.com/media/2105721/Agnico_Eagle_Mines_Limited_AGNICO_EAGLE_PROVIDES_UPDATE_ON_CANAD.jpg?w=350]Canadian Malartic Complex – Property and Regional Geology Plan Map (CNW Group/Agnico Eagle Mines Limited)[Blockierte Grafik: https://mma.prnewswire.com/media/2105720/Agnico_Eagle_Mines_Limited_AGNICO_EAGLE_PROVIDES_UPDATE_ON_CANAD.jpg?w=350]Odyssey mine – Composite Longitudinal Section and Composite Cross Section (CNW Group/Agnico Eagle Mines Limited)[Blockierte Grafik: https://mma.prnewswire.com/media/2105719/Agnico_Eagle_Mines_Limited_AGNICO_EAGLE_PROVIDES_UPDATE_ON_CANAD.jpg?w=350]Odyssey Deposits – Composite Longitudinal Section (CNW Group/Agnico Eagle Mines Limited)[Blockierte Grafik: https://mma.prnewswire.com/media/2105718/Agnico_Eagle_Mines_Limited_AGNICO_EAGLE_PROVIDES_UPDATE_ON_CANAD.jpg?w=350]Camflo – Composite Longitudinal Section (CNW Group/Agnico Eagle Mines Limited)"Since the initial discovery of the East Gouldie deposit in late 2018, the Company has made tremendous progress bringing the Odyssey mine into production, initiating the transition from the largest open pit gold mine in Canada to the largest underground gold mine in Canada. Over the last three years, we have significantly de-risked the project while improving its production profile and increasing its overall value. We have added approximately 1.7 million ounces of gold to the mine plan and extended the mine life to 2042," said Ammar Al-Joundi, Agnico Eagle's President and Chief Executive Officer. "We continue to aggressively explore the property and evaluate regional projects that could allow us to utilize the anticipated future excess mill capacity which is expected to be approximately 40 thousand tonnes per day starting in 2028. In the Abitibi Gold Belt, we have a significant competitive advantage, being the employer of choice and having infrastructure and a project pipeline that supports our unique ability to generate organic growth at reduced capital intensity and a lower environmental footprint, which we believe will generate significant shareholder value," added Mr. Al-Joundi
    The Company completed a new internal study on the Odyssey mine (the "2023 Study") to reflect progress to date and the new economic environment.





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

  • AGNICO EAGLE PROVIDES UPDATE ON CANADIAN MALARTIC COMPLEX ...

    Dies Gefrickel mit Text und Bildern ist von den Presseagenturen durchaus suboptimal gelöst ?( Wer vernünftig lesen können möchte, wird bei Sedar fündig. Ok, hab das PDF mal hier eingehängt und die 4 Planzeichnungen im Großoriginal dazu... ...für's Archiv... ...und Schnellzugriff... :rolleyes:

  • parece muy complicado.....‍
    Was heißt das im Detail, bahnbrechende News, die eine exorbitant höhere Bewertung rechtfertigen??

    hättekönntesollte.....es ist halt wie es ist! 8)

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