Ab 19:21 min. äußert Rick Rule seine Meinung über ITR.
Edel Man: Kannst du den Faden bitte umbenennen in NexGold Mining / NEXG, NXGCF (TSX-V, OTC)?
Danke und Gruß, Jones
Gern, so getan. Aber NEXG an der TSX.
Grüsse
Edel
Zitat von Valkea Resources HomepageValkea Resources (formerly Outback Goldfields) is at the forefront of gold exploration in Finland's highly prospective Central Lapland Greenstone Belt (CLGB). With an extensive portfolio of high-potential projects, including our flagship Paana project, Valkea Resources is committed to discovering and advancing significant gold deposits in one of the world's emerging gold districts.
https://outbackgoldfields.com/pdf/2024-09-13%20Valkea%20Presentation_September_FINAL_WEB.pdf
Edel Man: Kannst du den Faden bitte in Valkea Resources umbenennen?
Danke und Gruß, Jones
Gern, gatan
Edel
Zitat von Taylor DartSummary
Torex Gold put together another solid quarter in Q3-24, is sitting at ~82% of its guidance midpoint and is on track for another year of meeting/beating guidance. Notably, the company's financial results should improve materially in H2-24 with tax payments and profit sharing out of the way earlier in the year, and Media Luna remains on track for commercial production in mid-2025 with very solid execution by the project team. And in a sector where it's rare to find a producer delivering on promises this consistently, Torex continues to stand as one company that can be relied upon to execute successfully, and the valuation remains very reasonable at less than 5x FY2026 EV/FCF estimates.
That being said, although I see further upside in Torex Gold from current levels, I don't see enough of a margin of safety in the stock today above US$19.50 when adjusting for the fact that it's a single-asset producer in a Tier-2 ranked jurisdiction. This doesn't mean that the stock can't go higher, but I prefer to buy on sharp pullbacks, and that is not the setup we're working with today. For this reason, I continue to focus on what I believe to be more attractive opportunities elsewhere in the sector, but would strongly consider getting back into Torex if we see a pullback below US$16.10.
https://seekingalpha.com/article/4725990-torex-gold-firing-on-all-cylinders
Zitat von Don DurrettSummary
- Vizsla Silver Corp.'s Panuco project boasts high-grade silver resources with significant exploration potential, aiming for 20M oz in annual production and $1B in annual FCF at $70 silver.
- The project checks all critical boxes: large resources, economic viability, high upside potential, a good location, and a clear path to production.
- Key risks include potential share dilution, potential permitting issues, and dependency on rising silver prices for big returns.
- With an estimated $7.7B valuation at $75 silver, Vizsla offers substantial upside, making it a high-risk, high-reward investment.
https://seekingalpha.com/article/4726207-vizsla-silver-an-outstanding-silver-project
Hercules Metals ehemals Hercules Silver habe ich schon länger auf der Watchlist. Ich fand sie aber viel zu sportlich bewertet. Jetzt sind sie zumindest ziemlich runtergekommen, dennoch beträgt die MC immer noch 530 Mio CAD!? Mir einiges zuviel für keine ausgewiesenen Resourcen.
Die Marktkap. beträgt 150 Mio. CAD
