Beiträge von Jones

  • Barrick Mining Corp. / GOLD, ABX (NYSE, TSE)

    Zitat von Soma Bull


    Summary


    • I don't think the majority of investors understand what Barrick is capable of at $1,800 per ounce gold.
    • Record margins of just under $1,000 per ounce are driving huge quarters of operating and free cash flow, and this is repeatable for the foreseeable future.
    • There's no fundamental reason for Barrick to be selling at this low of a price. Its trailing and future P/OCF multiple is extremely cheap.
    • The ~$22 level is important, and this setup is as straightforward as they come.

    https://seekingalpha.com/amp/a…s-wont-stay-down-for-long

  • Endeavour Mining Corp./ EDV (TSX)

    Charttechnisch angeschlagen hin oder her. Das sind m.E. doch gebau die Kaufgelegenheiten, die man sich in einem Bullenmarkt nicht entgehen lassen sollte. Fundamentaldaten setzen sich langfristig durch. Natürlich kann es passieren, dass der Kurs in den nächsten Tagen noch 20 % fällt. Einfach aussitzen oder nachkaufen. Denn wenn die nächste Aufwärtsbewegung startet ist die Position nach 3 Tagen grün und nach 1 Monat hat man schon dicke Gewinne - imho.


    Gruß, Jones

  • Novo Resources Corp / NVO (TSXV)

    Der CEO schlägt kurz vor Produktionsbeginn zu.


    https://m.canadianinsider.com/…ch=NVO+%7C+Novo+Resources


    Kein schlechtes Zeichen wie ich finde. Er wird die AISC jetzt schon grob abschätzen können.


    Gemäß der Diskussion bei ceo.ca hat Jay Taylor seinen Bestand auch kürzlich stark aufgestockt, weil er eine positive Überraschung bei den AISC erwartet.


    Schau mer mal. Ich bin sehr gespannt wann und wie problemlos die Produktion anläuft.


    Gruß, Jones

  • Allgemeine Sachlage bei Minenaktien

    Wenn ich mich nicht täusche, bezieht sich die Top 10 auf die aktuelle Performance der Aktien und die Top 20 auf die Häufigkeit der Auswahl durch die Teilnehmer.


    Gruß, Jones

  • Integra Resources Corp. / ITR (CVE)

    Zitat von Taylor Dart


    Summary


    • Integra Resources released one of the top-50 drill results of 2020 in the junior sector with 85.4 meters of 7.91 grams per tonne gold-equivalent.
    • This incredible intercept from Florida Mountain suggests that the deposit could grow in both size and grade, pointing to a 1.8 million-ounce target here long term.
    • Based on a high likelihood that Florida Mountain can grow further and two significant catalysts this year, I would expect an upside re-rating before year-end.
    • Given Integra's significant resource and solid economics in a top-10 mining jurisdiction, I continue to see the stock as a top takeover target in the mining space.

    https://seekingalpha.com/amp/a…ngthens-investment-thesis

  • Torex Gold Resources / TXG (TSX)

    Zitat von Taylor Dart


    Summary


    • Torex Gold released its preliminary Q4 results last week with a strong quarter to finish FY2020.
    • The company reported quarterly gold production of 130,600~ ounces, which allowed the company to easily beat its FY2020 revised guidance midpoint.
    • Despite continued operational excellence, the stock continues to remain reasonably valued, trading at just 6.4~x trailing-twelve-month free cash flow estimates.
    • I continue to see Torex as one of the best intermediate gold producers, and I would view any pullbacks below US$14.20 as low-risk buying opportunities.

    https://seekingalpha.com/artic…d-strong-finish-to-fy2020

  • GR Silver Mining / GRSL, GLYXF (TSX-V, OTCQB)

    Wow! Das sind fantastische Ergebnisse. Danke fürs schnelle Posten, so dass ich vor Börseneröffnung in Übersee wieder einsteigen konnte, nachdem ich gestern mal Gewinne mitgenommen hatte.


    Gruß, Jones

  • Skeena Resources / SKE (TSX)

    Zitat von Taylor Dart


    Skeena Resources: A Look At Why Eskay Creek Is So Unique



    Summary

    • Skeena Resources was one of the top-performing gold juniors in 2020, up over 428% for the year.
    • The company has continued to report exceptional infill drill results from its Eskay Creek Project in British Columbia, and is set to report an updated resource in Q2 2021.
    • Based on the current resource, upfront capex, and projected operating costs, Eskay Creek continues to be arguably one of the top-5 most attractive undeveloped gold projects globally.
    • Based on Eskay Creek's robust economics, I believe the project commands a small premium relative to past M&A valuations, translating to an updated price target of US$2.85.

    https://seekingalpha.com/amp/a…why-eskay-creek-is-unique

  • Karora Resources / KRR (TSX)

    Zitat von Peter Arendas

    Karora Resources is my no.1 for 2021. This Canadian mining company is focused on its West Australian gold assets. My followers are probably already familiar with Karora. But to sum it up, Karora, formerly known as RNC Minerals, was a tiny company on the verge of bankruptcy, when it discovered an ultra-high-grade Father's Day vein (picture below) at its Beta Hunt mine. From a very small area, around 30,000 toz gold were extracted. This occurred in September 2018. The company was on the verge of bankruptcy and it was considering the sale of the Beta Hunt mine, but the coarse gold discovery changed everything (an article can be found here). Several months later, the company changed its management team and acquired the Higginsville mill along with some old open-pit mines and a large land package. This helped Karora to expand production significantly and reduce production costs. This all, along with growing gold prices, enabled Karora to keep on drilling and discovering more resources, as well as to reduce royalties on its properties (an article can be found here) and acquire another project, Spargos Reward.


    More than two years have passed since the Father's Day vein discovery and Karora has transformed itself into a completely new company. Its gold production has grown to approximately 100,000 toz per year, and the AISC was reduced to the $1,000-1,050/toz area, with an aim to push it below $1,000/toz. Also the production volumes should increase, several options including ore sorter and mill expansion are being considered. Given Karora's growing cash pile, even an acquisition of another mill cannot be excluded completely.


    But Karora's potential is much larger than only growing production from 100,000 to 125,000 or 150,000 toz gold. Its land package is large and it includes numerous gold deposits and exploration targets. Karora keeps on drilling and the results are really impressive. Only two weeks ago, a new resource and reserve estimate was released. Karora's consolidated proven and probable reserves increased by 334% to 1.33 million toz gold. The consolidated measured and indicated resources increased by 167% to 2.52 million toz gold. And there are also inferred resources of 847,000 toz gold. Beta Hunt was originally a nickel mine, and the gold mineralization was discovered in its lower parts. And although Karora is interested especially in gold production, it prepared a new resource estimate also for the nickel deposit. It contains measured and indicated resources of 35.5 million lb nickel, and inferred resources of 19.1 million lb nickel.
    It is also important to note that another new resource estimate is expected in H1 2021. It will focus on the newly acquired Spargos Reward project, where Karora discovered high-grade gold mineralization. Hole SPRC0026 intersected 29.8 g/t gold over 19 meters, and SPRC0012 intersected 27.3 g/t gold over 15 meters...

    https://seekingalpha.com/amp/a…g-stocks-to-watch-in-2021

  • Endeavour Mining Corp./ EDV (TSX)

    https://seekingalpha.com/amp/a…try-leading-gold-producer


    Zitat von Taylor Dart

    Endeavour Mining: Teranga Merger Creates An Industry-Leading Gold Producer
    Summary

    • Endeavour Mining announced last month that it would be merging with Teranga Gold, valuing Teranga Gold at $2.0~ billion.
    • This deal valued Teranga at $156.61/oz on a resource basis, a very reasonable price to pay for one of the top-3 gold producers in Africa.
    • Based on costs continuing to trend lower as Teranga's Sabodala-Massawa Mine ramps up, Endeavour is expected to be one of the industry's lowest-cost million-ounce producers.
    • I believe this deal has made Endeavour a top-12 gold producer in the sector, and I would view any pullbacks below US$21.50 as a low-risk buying opportunity.

  • Maple Gold / MGM / MGMLF (TSX / OTC)

    Zitat von Katzenpirat

    Im Herbst fallen die Blätter, auch die des Ahornbaumes. MGM hat seit dem Verlaufshoch um 50 % korrigiert, in etwa auf das 61.8 er Fibo. Die JV-Euphorie ist verpufft. Dieses Ausatmen bietet Nachzüglern eine Einstiegschance. MGM gehört zu meinen Pirmärkandidaten, mit (Stand heute) 3 anderen. Das Problem, ich habe mir 45 Titel als Deadline gesetzt, bin aber bereits jetzt bei 46. :huh: Ich werde mir etwas einfallen lassen...



    Limit auf 50 hochsetzen! :thumbup:

  • Allgemeine Sachlage bei Minenaktien

    https://seekingalpha.com/amp/a…-top-gold-stocks-for-2021