Gestern ging es für De Grey Mining knapp 10% an der Börse in Australien abwärts.
De Grey Mining Limited (DEG.AX)
ASX - ASX Verzögerter Preis. Währung in AUD
1,3100-0,1400 (-9,66%)
Börsenschluss: 4:10PM AEST
Eine mögliche Erklärung:
Die aktuelle Studie von Argonaut Research fällt etwas schlechter aus als die etwas ältere Studie von Bell Potter.
DEG-May-2021.pdf (degreymining.com.au)
Einschätzung von Argonaut Research vom 5. Mai 2021:
Spec. buy
Valuation AUD 1,60
The valuation is based on a discounted cash flow valuation of the Mallina project, and an informal estimate of exploration assets value and nominal assessment of De Grey’s other assets and liabilities, as at March 2021. Argonaut’s modelled pit inventory is 98Mt at 1.5 g/t, comprising 80Mt at 1.5 g/t at Hemi and 18Mt at 1.6 g/t in satellite pits, including but not restricted to Toweranna, Withnell, Wingina and Mallina.
Pilbara gold project: 2,163 Mio Unzen
Hemi gold project: 5,711 Mio Unzen (expected)
Gesamt Ressourcen: 7,874 Mio Unzen
Microsoft Word - DEG 210419.docx (degreymining.com.au)
Einschätzung von Bell Poter vom 19. April 2021:
Spec. Buy
Valuation AUD 1,66
The consistent run of excellent drilling results from Hemi has continued to build the case that it could support a Tier 1 operation – defined as a gold mine that can produce +300kozpa for +10 years. In updating our valuation we have lifted our expectations for Resource growth potential at Hemi by ~15%. Following the latest round of successful extension drilling results and high grade infill drilling we are now anticipating a potential Resource range for Hemi of between 4.9Moz and 7.3Moz for a midpoint of 6.1Moz. (from 4.7Moz) and a total potential Resource at the MGP of 8.3Moz.
Pilbara gold project: 2,165 Mio Unzen
Hemi gold project: 6,113 Mio Unzen (expected)
Gesamt Ressourcen: 8,277 Mio Unzen