Ist hier noch wer dabei?
Eine meiner Leichen im Keller. Hoffe auf die Flut, die alle Boote hebt, dann ziehe ich den Stöpsel.
Corporate Video - Magna Mining
ZitatNICKEL SULPHIDE AND COPPER EXPLORATION IN A WORLD CLASS DISTRICT
MAGNA MINING IS A SUDBURY-FOCUSED BASE METAL EXPLORATION AND DEVELOPMENT COMPANY
The company was formed in 2016 and in early 2017, acquired Ursa Major Minerals, a private company that owned the past producing Shakespeare Mine and Shining Tree project. Shakespeare is situated 70 km to the south-west of the Sudbury Basin. Magna has since assembled a contiguous land package of over 180km², much of which has seen little exploration work and yet remains prospective for further nickel, copper and PGM discoveries.
The Shakespeare Project is a past producing Ni-Cu-PGM project located 70km south west of Sudbury. The project is easily accessible by road from the nearby Trans Canada highway, and more importantly has a strategically important location within trucking distance of milling and smelting capacity in Sudbury.
Shakespeare has an existing NI 43-101 resource, major permits for both the construction of a 4,500 tpd mill and the recommencement of open pit mining, and a surrounding 180km² land package that is highly prospective for further nickel, copper and PGM discoveries.
Magna Mining’s Crean Hill mine is a past producing underground mine in the world-famous Sudbury Basin nickel district. Crean Hill hosts an existing NI 43-101 resource (completed August 2022). While under the previous ownership of Vale (Inco), the mine was a significant producer of nickel and copper for over 80 years. Historical production at Crean Hill was focused on the “contact” style nickel-copper mineralization that is typical of the Sudbury region, while more recent exploration on the property by Lonmin Canada Inc. (2003 to 2022) demonstrated the potential for high grade Pt-Pd-Au mineralization in the footwall of the contact nickel zones where limited drilling has been completed to date.
Bedenklich finde ich daher meine erst kürzlich eingegangen Position in Brixton Metals, in der Rule die Sinnhaftigkeit der Bohrungen hinterfragt. Für mich einfach nicht möglich, in dieser Tiefe ein Investment zu durchschauen.
Brixton halte ich auch und bin entspannt, denn die Jungs von BHP hätten bestimmt nicht investiert, wenn sie Verständnisprobleme hätten und nicht überzeugt wären.
Brixton Metals Closes Strategic Investment from BHP – Brixton Metals
Anbei ein Interview mit dem guten Rick Rule, in dem er seine Einschätzung zu verschiedensten Aktien aus den Bereichen Gold, Silber, Uran und Kupfer gibt sowie ob er die betreffende Aktie selbst im Depot hat oder nicht.
Unten in der Zeitleiste kann man zur gewünschten Aktie spulen...
Frage zur Sonderdivi. vom OMV.
Sollt man da zugreifen ?
EX Tag wäre ja der 5.6.24 - Zahltag dann am 10.06.24.
Ein Kaufempfehlung gebe ich nicht. Ich kann aber gerne preisgeben, dass ich die Aktie im Depot habe und noch lange halten möchte.
Gruß, Jones
ZitatSitka Gold Corp. [TSXV-SIG; FSE-1RF; OTCQB-SITKF] reported that it has intercepted visible gold in its first 2024 winter diamond drill hole (DDRCCC-24-57 or Hole 57) at its flagship RC Gold Project in Yukon’s prolific Tombstone Gold Belt.
Hole 057 was drilled to a depth of 550.2 m and was a step-out to the west from hole DDRCCC-23-047 which was the highest grade intersection at the project to date at the current southern extent of the Blackjack zone returning 219.0 metres of 1.34 g/t gold, including 124.8 metres of 2.01 g/t gold and 55.0 metres of 3.11 g/t gold. Hole DDRCCC-24-058 (Hole 058) is collared approximately 70 metres north of Hole 57 and is currently underway with a dip of -60 degrees and an azimuth of 60 degrees. Hole 57 is currently being logged and cut in preparation for delivery to the assay lab.
Sitka Gold intersects visible gold in first hole at RC project, Yukon – Resource World Magazine
Eine ist i80 und eine zweite dürfte Agnico sein.
https://seekingalpha.com/article/4678486-b2gold-stock-a-sector-leader-on-the-sale-rack
ZitatAlles anzeigenSummary
There's no shortage of cheap producers in the gold sector today after another waterfall decline in the Gold Miners Index despite little movement in the gold price. However, I prefer to concentrate exposure in producers on those names that are the best run, and B2Gold has consistent per share growth like Agnico Eagle (AEM). And while B2Gold may not share Agnico's attribute of being a primarily Tier-1 jurisdiction producer, it is one of the few producers sector-wide that has consistently grown its per share metrics, consistently beat guidance and a company that consistently guided conservatively, seen the market sell it off on these conservative estimates and then beat significantly by year-end on costs and production.
I wouldn't expect any different this in 2024, with production likely to come in closer to 915,000 ounces (FY2024 guidance midpoint: 900,000 ounces) at $1,390/oz AISC (FY2024 guidance midpoint: $1,390/oz), suggesting there's an opportunity to buy here ahead of the B2Gold transformation and on low expectations - one of my favorite setups for buying major producers.
B2Gold Actual Production vs. Guidance - Company Filings, Author's Chart
Given this track record of over-delivering on promises, I've increased my exposure further given the violent sell-off in the stock. And while it's certainly possibly that the stock could continue to drift lower, this is not a position I am worried about given the excellent track record of management and the fact that production and margins are expected to bounce back with a vengeance in 2025 (2024: ~915,000 ounces estimates at $1,400/oz AISC estimates ----> estimates of ~1.22 million ounces at $1,100/oz AISC in 2025). Hence, I would expect a 180-degree shift in sentiment in the second half of this year as we await first pour from Goose, which hopefully can also benefit from positive grade reconciliation like Agnico has been seeing at Meadowbank.
In summary, B2Gold remains one of my top-5 favorite ideas sector-wide currently, and I see this pullback as a gift.
https://seekingalpha.com/article/4678719-wheaton-precious-metals-buy-the-dips
ZitatSummary
Wheaton Precious Metals had another solid year from a financial standpoint despite the setback at Penasquito given its superior business model that's allowed it to increase its margins in what's been a tough three-year stretch for the overall sector. More importantly, though, Wheaton is set up to report record annual earnings per share [EPS] and cash flow per share in FY2024, with further growth in 2025 as key assets come online. And looking out longer term, Wheaton has an enviable organic growth profile for a company of its size, with the potential to hit the 900,000 GEO mark in FY2029 (FY2023: ~619,600 GEOs) as several new streaming assets begin production and with the help of another few acquisitions in the period.
Even assuming no further upside in gold and silver prices ($2,125/oz gold and $25.00/oz silver), this would translate to over US$3.00 in cash flow per share, translating to a fair value of US$90.00 at a cash flow multiple of 30, which I think could easily be justified by a royalty/streamer of that scale with a solely precious metals focus. So, for long-term investors looking for a low-risk way to add precious metals to one's portfolio combined with consistent dividend growth, I would view any pullbacks in WPM below US$42.50 as buying opportunities.
https://seekingalpha.com/article/4677303-lundin-gold-solid-buy-the-dip-candidate
ZitatSummary
While Lundin Gold is up over 20% off its recent lows, the company has another strong year on deck with an even better 2025 (~500,000 ounces) once its expansion work is complete, and it's set to be another busy year with an aggressive drill program. And while it may seem expensive on a market cap basis relative to some of its other 500,000 ounces per annum peers, the market regularly pays up for quality and Lundin Gold certainly fits this bill. In fact, there's no real comparison from an asset quality and track record standpoint outside of the majors, with the only other name that comes to mind being Alamos Gold (AGI).
Lundin Gold is a solid buy-the-dip candidate for investors looking for exposure to the sector, with the following key attributes:
- a consistent and attractive dividend yield (~3.1%)
- discovery upside while it looks for a second or mini Fruta del Norte
- a track record of exceeding expectations by a wide margin
In summary, I would view any sharp pullbacks in the stock as buying opportunities and I would not be surprised to see another record year for gold production in 2024 and 2025 of 480,000+ ounces and 500,000+ ounces, respectively.
Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.
https://seekingalpha.com/article/4677983-pan-american-silver-an-improved-2024-margin-outlook
ZitatSummary
Pan American had a tough year in 2023 and the financial results left a lot to be desired despite the addition of several lower-cost mines. However, 2024 and 2025 should be much better years, benefiting from a full year of output from the Yamana assets, lower care and maintenance costs, and a full year at higher production levels from La Colorada in 2025. And if we combine this with lower capex year-over-year and the benefit of higher metals prices, Pan American should start to come back in favor once it's past Q1 as results progressively improve throughout the year. So, for investors looking for exposure to silver, I would view any sharp pullbacks on PAAS as buying opportunities.
https://seekingalpha.com/article/4680463-i-80-gold-trading-at-a-deep-discount-to-fair-value
ZitatSummary
In an area of the precious metals sector (developers) that's starved for capital and where sentiment remains despondent, i-80 Gold has been punished far worse than its producer peers. In fact, the recent pullback in the stock has left it trading at a market cap of just ~$400 million, a valuation that's barely half that of early-stage developers that have yet to even put out a resource like New Found Gold (NFGC) and Snowline Gold (OTCQB:SNWGF).
This is despite the fact that I believe i-80 Gold is on knocking on the door of having a ~20 million ounce gold-equivalent resource base, has the sector's top growth profile if it can execute successfully and has made so many discoveries that it's had to prioritize those which it's able to follow up on, with it recently more focused on conserving cash and drilling the highest priority ounces that are planned to be mined first given the capital starved environment.
Today, I think the market is unfairly punishing i-80 Gold relative to other developers given that it has a much lower capex path to build a ~400,000 ounce production profile and it has multiple interested JV partners at Ruby Hill. And while I could understand the significant discount to its estimated net asset value of ~$1.49 billion (currently trading at less than 0.30x P/NAV) and underperformance if it were trying to go it alone and had its back up against the wall from a financing standpoint, I don't see this as the case here anymore with multiple interested parties, a significant increase in cash flow generation at Granite Creek later this year, and the potential for a second cash flow generator (Ruby Hill Polymetallics) in 2026.
In summary, I see this extreme disconnect in the share price vs. the gold price as creating a buying opportunity with an estimated 180%+ upside to fair value (US$3.65), and I have recently increased my position further at US$1.25.
https://www.mining.com/mag-silver-shares-surge-on-juanicipio-mines-mineral-resource-update/
Zitat... Compared to the 2017 preliminary economic assessment (PEA), the updated report indicates a 33% growth in measured and indicated resources, reaching 17 million tonnes at grades of 310 grams per tonne (g/t) silver, 1.86 g/t gold, 2.89% lead and 5.32% zinc.
Also reported was the mine’s first mineral reserve estimate, totalling 15.4 million tonnes proven and probable at grades of 248 g/t silver, 1.58 g/t gold, 2.64% lead and 4.80% zinc...
Ich bin noch dabei und habe kürzlich sogar nochmal aufgestockt. Aktuell bin ich knapp 20 % in den Miesen. Auch wenn mir hier vieles nicht gefällt, bleibe ich aufgrund des m.E. sehr guten CRV dabei.
Gruß, Jones
