Beiträge von Real de Catorce

  • Kirkland Lake Gold / KL (TSX, NYSE)

    Pünktlich wie die Maurer, die Ergebnisse vom zweiten Quartal.

    Jul 10 2018
    Kirkland Lake Gold Announces Solid Q2 2018 Operating Results With Total Production of 164,685 Ounces of Gold


    Highlights of Q2 2018 and H1 2018 production results:

    • Consolidated Q2 2018 production of 164,685 ounces, compared to 160,305 ounces in the second quarter of 2017 (“Q2 2017”) and 147,644 ounces in the first quarter of 2018 (“Q1 2018”)
    • Gold poured in Q2 2018 of 162,748 ounces, with consolidated gold sales totaling 164,305 ounces
    • Record quarterly production at Macassa totaling 60,571 ounces in Q2 2018, an increase of 33% from 45,699 ounces in Q2 2017 and 12% from the previous quarterly record of 54,038 ounces in Q1 2018
    • Strong results at Fosterville in Q2 2018 with production totaling 77,462 ounces, compared to 77,069 ounces in Q2 2017 and 63,843 ounces the previous quarter
    • Production at Holt and Taylor of 13,712 ounces and 12,940 ounces, respectively, in Q2 2018, compared to production of 15,101 ounces and 12,218 ounces, respectively in Q2 2017 and 16,675 ounces and 13,055 ounces, respectively, in Q1 2018
    • Record first-half production totaling 312,329 ounces in H1 2018, an increase of 7% from 290,733 ounces in the first six months of 2017 (“H1 2017”), with year-over-year production increasing 21% at Macassa, to 114,609 ounces, and 15% at Fosterville, to 141,305 ounces
    • Year-to-date 2018 gold poured of 310,793 ounces, with H1 2018 gold sales of 312,068 ounces.

    Other key developments during Q2 2018, include:

    • Significant exploration success

      • Fosterville: High-grade, visible-gold bearing quartz veins intersected at Robbin’s Hill, 3.8 km from Fosterville Mine, highlighting the potential to identify new areas of high-grade gold mineralization
      • Macassa: Underground in-fill drilling intersects high-grade mineralization within and outside existing Mineral Resources of the South Mine Complex in support of future growth in Mineral Resources and Mineral Reserves
      • Northern Territory: High-grade, visible-gold bearing mineralization extended to 1,000 metres below surface at Union Reefs, identifying a potential new source of gold production
      • Taylor: High-grade mineralization intersected up to 2.9 km east of Shaft Deposit, new gold system discovered below the West Porphyry Deposit extended by 150 metres to depth.
    • Strong cash and cash flow

      • Cash and cash equivalents increased $43 million or 16% during Q2 2018, to approximately $318 million at June 30, 2018. Factors affecting cash included continued strong operating cash flow, the weighting of capital expenditures to the second half of 2018 (“H2 2018”), the release of approximately $20 million of previously-restricted cash (reflecting changes to security requirements related to rehabilitation performance guarantees) and the use of $15.0 million (C$20.0 million) of cash to acquire four million common shares of Novo Resources Corp.
      • On May 2, 2018, the Company reported strong Q1 2018 net earnings of $53.8 million ($0.25/share), cash flow from operating activities of $89.6 million and free cash flow of $50.2 million.
    • Continued focus on shareholder returns

      • Quarterly dividend of C$0.02/share paid on April 13, 2018, with an increase to C$0.03/share announced effective for Q2 2018 dividend payable on July 13, 2018
      • Common share price increased 40% in Q2 2018 (44% year to date), closing on Friday, June 29, 2018 at C$27.84 on the TSX (C$29.20 per share as at July 9, 2018).

    Noch mehr Details und Tabellen wie immer über obigen Meldungslink.


    PS: der Finanzminister verläßt das Unternehmen.


    saludos

  • Equinox Gold Corp./ EQX (TSX, ASE)

    Was die Abspaltung des Kupferanteils in eine eigenständige "Solaris Copper" betrifft, lese ich:

    Zitat von Equinox - Solaris

    Equinox Gold plans to transfer all of its copper assets into a newly incorporated company named Solaris Copper Inc. Solaris Copper will be a non-listed, multi-asset exploration company focused on copper projects in the Americas. Equinox Gold shareholders will vote on the proposed arrangement at the AGM on July 26.

    Unter non-listed verstehe ich nicht-börsennotiert? :hae:


    Zum Zeitpunkt des spin-offs dürfte der Kurs von Equinox dem Verhältnis entsprechend nachgeben, diesen Zeitpunkt
    kann man (falls nur Interesse an Equinox) im Auge behalten.


    saludos

  • Kirkland Lake Gold / KL (TSX, NYSE)

    Das zweite Quartal liegt hinter uns und wir sollten zeitnah die Ergebnisse geliefert bekommen.
    Die Ergebnisse vom ersten Quartal kamen in der ersten Aprilwoche.
    Ich sehe hier keine negativen Überraschungen bevorstehen.


    Ende Oktober "17 hatte ich meine Position zum Freiläufer gemacht, hätte ich mir im nachhinein gesehen sparen können. Dann Ende Dezember "17 wieder eine erste Tranche nachgekauft zu 15,21 USD.
    Seitdem keinen richtigen Einstieg mehr gefunden. :wacko:
    EDIT: Februar wäre nochmal ein guter Zeitpunkt gewesen.


    saludos

  • Kurz und Mittelfristige Spekulationen

    Zitat von Deflationator

    und, hat die Bude überlebt?

    Also meine zweitägige (Handelstage) Anwesenheit hat'se überlebt. :D
    Steinhoff ist wegen "hochgradig kreativer Buchführung" auf pennystockniveau gefallen.
    Am 20. Juli soll es ein outing der Gläubiger geben, dann wird man sehen wie es weitergeht.
    Der Anstieg seit Freitagabend hängt damit zusammen, daß der aktuelle innere Wert bei ~0,58€ liegen soll.
    Wenn das denn alles so stimmt. Vielleicht riskiere ich den Zock ein weiteres mal.


    saludos

  • Rohstoffboom ...?

    Die indische Vedanta Resources (VED.L) war neulich in den Schlagzeilen wegen tödlicher Proteste um eine
    Kupferhütte in Südindien. Die Familienstiftung Volcan Investments kauft nun die restlichen Aktien vom Markt.


    Vedanta shares surge as chairman's family trust agrees to buy rest of the firm
    Volcan plans to delist Vedanta from the London Stock Exchange following the acquisition.
    The company will retain its listing on India’s National Stock Exchange.


    saludos

  • Kirkland Lake Gold / KL (TSX, NYSE)

    Jun 27 2018
    Kirkland Lake Gold Pursues Arbitration With Respect to Purchase of Fosterville Royalty


    TORONTO, June 27, 2018 (GLOBE NEWSWIRE) -- Kirkland Lake Gold Ltd. (“Kirkland Lake Gold” or the “Company”) (TSX:KL) (NYSE:KL) (ASX:KLA) today announced that Fosterville Gold Mine Pty Ltd. (“FGM”), a wholly-owned subsidiary of the Company, has initiated arbitration against AuRico Metals Australian Royalty Corporation (“AMARC”) and AuRico Metals Inc. (“AMI”), wholly-owned subsidiaries of Centerra Gold Inc. (“Centerra”).


    The Notice of Arbitration was delivered by FGM in accordance with the terms of the royalty agreement between FGM and AMARC (the “Royalty Agreement”) to enforce certain rights of FGM set out in the Royalty Agreement, including its right of first offer and its right of first refusal in the event of a sale of the 2% royalty included in the Royalty Agreement.
    On June 27, 2018, Centerra announced that it had completed the sale of AMI’s royalty portfolio, which included the sale of all of the common shares of AMARC, to Triple Flag Mining Finance Bermuda Ltd.


    The Company and FGM had previously provided notice to Centerra, AMI, and AMARC that any such sale would be contrary to the Royalty Agreement unless FGM was afforded an opportunity to exercise its right of first offer or right of first refusal.


    saludos


    PS: morgen exDividende