Das schlägt sich aber im aktuellen Novo Kurs noch nicht nieder....
Genau...
Beiträge von Jones
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Ausnahmsweise Doppelpost:
Ich bin nicht sicher, ob du es schonmal thematisiert wurde, aber wollte aufgrund der hervorragenden Kursentwicklung von New Found Gold darauf verweisen, dass Novo hier knapp 10 % der Aktien hält.
globenewswire.com/news-release…-New-Found-Gold-Corp.html
Gruß, Jones
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Ich bin nicht sicher, ob du es schonmal thematisiert wurde, aber wollte aufgrund der hervorragenden Kursentwicklung von New Found Gold darauf verweisen, dass Novo hier knapp 10 % der Aktien hält.
https://www.globenewswire.com/…-New-Found-Gold-Corp.html
Gruß, Jones
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... entweder sehen wir einen fertigen Impuls (eine Welle 1) von 17 CAD Länge seit März,dann wären wir beim Rücklauf bis zum Junitief.....oder wir haben das Impuls-Top noch vor uns,sagen wir bei 33CAD - dann wird alles was danach kommt ,entsprechend größer !
Also keine Bange.
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CalderaJa, ersteres habe ich auch als nicht unwahrscheinliches Korrekturziel noch auf dem Schirm. Das wäre dann Calderas Rücklauf zur vorherigen 4 bei 16,23 CAD. Bin jetzt schon hoch investiert und würde dann nochmal nachlegen.
Gruß, Jones
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Sehr gute Ergebnisse und die Q3 Zahlen werden auch überdurchnittlich gut ausfahlen und trotzdem handelt die Aktie tiefer als zu beginn des Jahres. Aktuell steht der Goldpreis sogar um 25% höher als zu Beginn des Jahres da. Ich habe mir wieder welche ins Depot geholt. Leider ein wenig zu früh.
"Wer Aktien nicht hat, wenn sie fallen, hat sie auch nicht wenn sie steigen."
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Zitat von Aitezaz Khan
Discovery Metals: A Mexican Silver Explorer With Long-Term Upside Potential
Summary- DSVMF has significant exploration potential for its Mexican mining assets, especially the Cordero project.
- The stock appears to be undervalued based on the assumptions used in calculating Cordero's after-tax NPV estimates.
- Despite its fundamental strength, DSVMF does not appear to be a near-term acquisition target.
- The fact that Mr. Eric Sprott owns ~30% of the company is welcome news for the investors, and one that brightens an investment case in DSVMF.
- DSVMF has significant 'long-term' upside potential but considering the roadmap to production, it'd be best to allocate a small proportion of your portfolio to this silver explorer.
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https://www.juniorminingnetwor…ate-on-golden-summit.html
Wir haben heute mit 0,77 CAD quasi exakt das 61,8 % Retracement erreicht!
Ich habe zugekauft, da die Abwärtsbewegung m.E. auch komplett aussieht.Gruß, Jones
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Der Kursrückgang von Turmalina Metals hat sich in den letzten Tagen beschleunigt und mit 0,91 CAD vor ein paar Minuten womöglich den Tiefpunkt erreicht. Die letzte Aufwärtsbewegung wurde damit zu knapp 60 % korrigiert, das 62er Retracement also (noch?) nicht ganz erreicht. Aber wer will denn knauserig sein? Ich tue jedenfalls das Gleiche wie dieser Herr:
Nämlich das:
https://m.canadianinsider.com/node/7?ticker=TBX
Gruß, Jones
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Alles anzeigen
Die Market Cap ist momentan bei einem Kurs von 0,40 C$ ca. 13,1 Mio. C$.
MC/NPV = 0,06
Selbst wenn die jetzt die gesamte Capex zu 0,40 C$ finanzieren würden, betrüge die Market Cap danach nur 50 Mio. C$.
Es gäbe ca. 125 Mio. shares.
Und selbst mit dieser unrealistischen Monster-Verwässerung läge das KGV dann immer noch nur bei knapp 2.
Wenn Eric Sprott das mal sehen würde, wären die 35 Mio. C$ Capex vermutlich schon auf dem Weg!
Danke auch für diesen Tipp! Habe mal zu 0,31 CAD etwas aufgestockt.
Gruß, Jones
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Gibt es zu AU:RRL ein Threat? Danke.
Ja, aber wieso muss ich den für dich suchen?
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Danke für's teilen! Bei mir waren's bis vor kurzem zumindest 3 der genannten Werte im Depot. TML, ECR und KORE, wobei ich TML seit ein paar Wochen nicht mehr im Depot habe.
Gruß, Jones
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Zitat von Aitezaz Khan
Summary- An operationally strong Q3 ignites EPS estimate for the quarter.
- FSM is close to commencing commercial production from the promising Lindero gold project in Argentina.
- Lindero expands FSM's geographical footprint in Latin America, and improves the company's growth outlook owing to substantial, low-cost future gold production, together with a favorable metal price environment.
- A strong balance sheet adds to the growth outlook.
- FSM is unlikely to disappoint the patient 'long' investor.
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Galiano Gold steigt wohl in Vorfreude auf die Q3-Zahlen deutlich an, gestern +14 %.
https://www.goldseiten.de/arti…s-on-November-6-2020.html
Oder gibt es einen anderen Grund, den ich übersehe?
@Edel Man: Könntest du bitte auch diesen Faden umbennen?
Danke & Gruß, Jones
Kürzel geändert
Edel -
Ich hab sie auf der Watchlist seit Gwen Preston sie mal empfohlen hat. Ist mir dann aber leider weggelaufen. Der Rückkauf zur 4 wäre wohl erst bei 1,66 CAD abgehakt. Darüber liegt auch noch ein Gap, das noch geschlossen werden könnte. Aber wer weiß das schon...
Gruß, Jones
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Warten. Bei mir ist es genauso.
Gruß, JonesDas Warten hat ein Ende. Hätte ich nur mal vor dem Tausch verkauft, Naja, nun heißt es eben: "Willkommen Fury, lauf Fury!"
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Zitat von Junior Mining Network
Nighthawk Gold Intersects 200.45 Metres of 2.01 gpt Au (Uncut), Including 16.00 Metres of 4.91 gpt Gold at Colomac
https://www.juniorminingnetwor…-gpt-gold-at-colomac.html
Diese guten BE sollten der abgestraften Aktie wieder Leben einhauchen!
Gruß, Jones
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... Gem der Übersicht von Jones im Peervergleich müsste man eigentlich BTR kaufen, aber die bringen auch seit Jahren nichts zu Stande.
Die oben gezeigte Bewertung kann natürlich nur eines von vielen Kriterien bei einer Investitionsentscheidung sein. Wie hier oft schon erörtert, ist ein gutes, vertrauenswürdiges Mgmt. mit am wichtigsten. Das steht hier leider zurzeit in Frage. Ich habe mich noch nicht entschieden, ob ich nach dem in meinem Depot noch nicht erfolgten Umtausch verkaufe oder halte, tendiere aber aufgrund des m.E. vorhandenem Aufwärtspotentials zu letzterem.
Gruß, Jones
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kann mir jemand sagen wie das mit dem Tausch der Eastmain Aktien in Fury Aktien abläuft?
Also ich hab bei Comdirect noch meine Eastmain-Aktien mit Kurswert vom 12.10.2020 stehen...
Muss ich da irgend was machen???
Warten. Bei mir ist es genauso.
Gruß, Jones
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Zitat von Taylor Dart
Summary
- First Majestic Silver released its preliminary Q3 results this week and reported quarterly production of 5.2 million silver-equivalent ounces.
- The company ended the quarter with a strong cash balance, though this was partly due to a nearly 3% share dilution with the stock 20% off of its highs.
- Even though it was a decent quarter, there continues to be risks to the investment thesis: a short mine life at Santa Elena and uncertainty surrounding the Mexican tax dispute.
- Therefore, I continue to see much better opportunities elsewhere in the sector.
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https://seekingalpha.com/amp/a…l-quarter-el-limon-guajesZitat von Nate fisherAlles anzeigenals Kommentar zum Artikel:
I commented on your last AG article and we went back and forth, going to try to go another few rounds as I put on my AG cheerleader hat and tow my perspective so other commenters here could see a dissenting opinion.
1) Price of silver. I feel you are missing a big piece of the puzzle here. I am looking for companies with good value and a tremendous upside for a year+ play. You may be looking for quarter over quarter short term analysis. If you are looking for a short term investment, it is hard to disagree with your perspective. I am looking for the long term, and am long AG options at $10 strike price for 1/22/2022. AG is a 60% silver producer, only matched by Endeavor (60%) and Impact (90+%). PAAS may be a volume producer, but they are only a 25% silver producer the last time I checked. IF silver goes to $50, AG has a much, much, much, much, much higher upside than PAAS. PAAS is a well-run company, but they made due with base metals. AG invested in HIG mills and improved their recovery rates to 90+% from 65%. Meaning - I am valuing a statistical probability of a much higher silver price 12+ months from now. That is my upside against my risk.
2) Tax situation. I think you are correct to mention this as a concern, but I read this had to do with an issue with their stream to Wheaton. From what I understood, they sold it at $4 or so per ounce to Wheaton based on a deal but the government wanted the tax of the true value of the silver, and not the $4 stream. Apparently, this was protected by NAFTA and this appears that the Mexican government is trying to shake them down. First Majestic has 5,000 employees and I can tell you that all miners are watching this. My personal belief here is that in arbitration this may be settled for pennies on the dollar. Neumeyer wanted this settled with embassies and it appeared the Mexican president is playing hardball. While I'm not sure what leverage AG may have. I do have legit concerns Mexico can turn more unfriendly towards mining if tax situations pop up everywhere. It is a LEGIT argument that Neumeyer should be operating in more than one country for this very reason.
3) Dilution. I think you are WAY off with this one. First, you didn't mention that $80m CAD was billionaire Eric Sprott buying in to AG which caused the dilution. Sprott liked how Neumeyer withheld silver and wishes other miners would do the same. You didn't like that move for Q2, but obviously Sprott (and me) did. This cash is important to have for several reason. First, you mention the mine life of one mine, but this cash also helps bring 4 mines back online that were higher cost mines. These were shut down with low silver prices, but make more sense with higher silver prices. Second, you didn't mention they have 30 drill rigs going for exploration, and that costs money. Third, to be cashed up during an M&A cycle gives Neumeyer a lot of flexibility to perhaps buy other companies to improve reserves. He also mentioned he would entertain buying outside of Mexico - which I think is his main idea here to diversify his jurisdictions and reduce the ability for a single government to turn his company off with the flick of a switch. If he's looking in Mexico, perhaps a Viszla (also Sprott loved) makes sense. You have Aftermath in Chile, Brixton in the US and Canada, and Reyna all Sprott liked companies that could be bought for exploration. You have GR silver and Bear Creek Mining. Silver One. Golden Minerals, Alexco, Silvercrest, Kootenay. Fourth - perhaps this tax resolution is settled for $30 million. Write a check. It's nice to have liquidity on hand.There is a debate on whether or not silver will hit $30, $40, $50...or even $100 at Neumeyer predicts. That is a legitimate discussion that could be had.As an investor, I'm looking at the best plays long term to capitalize on silver potentially hitting those highs. Here's what I see - ASSUMING much higher silver prices. If we are looking at silver at $24 for 4 straight years here and tax resolution not happening - hard to argue with many of your points. I see it differently.
1) Inside of 6-12 months, the tax resolution will be settled. This looks to have the share price down $3-5. Once this is announced, share price will move up, a lot.
2) Silver going to $30-$100 (or more). AG, Endeavor, and Impact have MUCH higher upsides due to their percent of silver produced. PAAS is well run, but having only 25% silver means there's a limited upside. Take out your calculator and spreadsheets and check the leverage to EPS when silver is $50. Silly. He was at $.04 EPS at $17 silver. At $50 silver it's just stooooopid money. Please...take out the Excel sheet and do the math. You will really have a moment.
3) Short interest now is 22%. I say..."good luck" when either of the two above items hit. Short squeeze will take share price up another $3 or more.
4) Tech. Their HIG mills have improved recovery, by a LOT. Take a look at their website and check out how they are complete pioneers in mining technology now.
5) Reduced costs. Less pay needed to get more concentrate. Lower fuel prices. Hydro damn built by one, LNG running another. While revenue is one side of the equation, costs are the other.
6) M&A - it seems Neumeyer may be active. Seemed interested in entertaining companies outside of Mexico to diversify. This can substantially improve their reserves and if done soon, prior to silver shooting the moon, this is has an incredible upside.
7) Experience. This guy has been doing this for a long, long time. All you see is dilution. I see him investing in technology and means of improving recovery while reducing costs. He is all over YouTube and when silver does shoot the moon, his face is plastered all over YouTube and investors will flock to AG first. His branding has no peers.
8 ) Robinhood - when silver does start moving north, and quickly, Robinhood will completely dominate purchasing. And First Majestic will benefit from that.
9) Exploration. With 30 drill rigs running on their properties, they are trying to expand out existing mines. This may have a significant effect on their reserves. And - this is Mexico - they may hit something BIG as well.I don't really think it's fair to compare AG to KL, given one is a primary silver producer with a byproduct of gold and the other is a gold producer when gold is at an all time nominal high and silver is at half of that. It would be a more fair comparison if silver was at $50 right now, and then I'd like to revisit that comparison. I'd take the Pepsi challenge on that.PAAS these days is a base metal producer with a byproduct of silver. So...might as well compare AG to Hecla.I am long AG. I have $10 strike price options for Jan 21 2022 and I think for that time frame, my investment will pay off massively. IF I was to buy AG shares now to try and flip them in 3 months, yeah, I might have a 5% gain. But you really seem to frame this as a terribly run company where your comparisons aren't fair and you completely miss out on the speculative upside which comes with the much higher silver price.