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
Zitat von Taylor DartSummary
- 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.
...
https://seekingalpha.com/amp/a…l-quarter-el-limon-guajes
Zitat 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.
Ja, den Nachteil der Verwässerung und daher hohen Aktienanzahl sollte man auch aufführen: Es sind jetzt schon mehr als 250 Mio. Aktien. Daher halte ich hier vorerst auch nur ne kleine Position.
Gruß, Jones
Hilft dem Kurs nicht wirklich auf die Sprünge. Bei mir im Depot so a kleines Verreckerle bisher. Erst ganz nett (wenn auch nicht überragend), aber seit der letzten Konsolidierungsphase im Minensegment rot. Habe aber auch auf dem (Nachtrag: damaligen) Höhepunkt gekauft.
Glaube, da ist morgen sogar HV. Hmpf, mal schauen. Prinzipiell ist der Wert ja substanziell gut, aber irgendwie geht nix voran.
Um Skeena mache ich mir keine Gedanken, hier braucht man nach dem langen fulminanten Anstieg m.E. nur noch etwas Geduld bis die Konsolidierung abgeschlossen ist. Dass es momentan auch bei guten Meldungen nicht nachhaltig weiter nach oben geht ist m.E. rein charttechnisch bedingt. Wir haben einfach noch nicht genug korrigiert, den Anstieg seit dem Märztief erst im knapp 35 %. Die 38 % sollten zumindest noch erreicht werden und im Bereich von 2.1 CAD gibt es auch noch ein Gap, das noch geschlossen werden könnte. Spätestens dort würde ich nochmal nachlegen.
Gruß, Jones
Zitat von Taylor Dart
Summary
- Torex Gold released its Q3 production results last week with an exceptional quarter from its El-Limon Guajes Mine in Mexico.
- The company reported quarterly gold production of 131,790 ounces, the second-best quarter since the mine began commercial production in 2016.
- This significant quarter for production is likely to translate to a massive drop in all-in sustaining costs sequentially, and a more than 50% increase in all-in sustaining cost margins sequentially.
- I continue to see Torex Gold as a Hold, and I would view any pullbacks below C$19.45 as low-risk buying opportunities.
Gary Savage ist der gleichen Meinung:
...
Der Vollständigkeit halber sei hier noch ergänzt, dass Gary Savage seine Meinung nach Freitag geändert hat und jetzt von einem ICL am 24.9. ausgeht.
Was ist eure Meinung, ist NFG wirklich schon zu teuer?
Ich hab meine kleine Position schon vor einigen Tagen, unmittelbar nach dem starken Anstieg, bei 2,95 CAD geschlossen. Das war etwas zu früh und die Position war im Nachihnein natürlich viel zu klein... aber ich bin zufrieden. Natürlich können kurzfristig noch höhere Kurse kommen, aber m.E. ist das CRV zurzeit anderswo besser. Nach dem steilen Anstieg würde ich erst nach einer deutlichen Korrektur über einen Wiedereinstieg nachdenken.
Gruß, Jones
Zitat von Taylor Dart
Summary
- New Found Gold is one of the top-performing gold stocks year-to-date, up 150% since its August IPO.
- The company is exploring its massive Queensway project in Newfoundland, with drill results to date suggesting the possibility of a high-grade discovery.
- However, at a current market cap of $340 million, the valuation is getting ahead of itself for a pre-resource company.
- Based on this massive run-up and valuation no longer being attractive, I believe investors would be wise not to chase the stock here.
Zitat von Taylor Dart
Summary
- Musgrave Minerals is one of the top-performing gold juniors year-to-date with a 200% plus return, with a massive discovery at its Cue Project in the Murchison Province of Western Australia.
- The share price has been under some pressure given the recent gold price weakness but Musgrave announced Thursday that it's stumbled upon high-grade mineralization at a new regional target.
- This new target lies 400 meters south of the company's bonanza grade Starlight & White Light deposits, and early results are very encouraging, especially for scout-drill holes.
- I continue to see Musgrave Minerals as a top takeover target in the junior mining sector, and this recent news has strengthened this thesis.
Zitat von Bang for the BuckGoGold: Attractive Valuation And Full Speed With Exploration At Los Ricos North
Oct. 09, 2020
Summary
- The most recent bought deal financing feels excessive given the current cash position and cash flows from Parral.
- Los Ricos North is coming along nicely with good grades, depths, and lengths.
- The valuation is still attractive even when Los Ricos North is not included.
- The article includes a quick comparison with MAG Silver and Silvercrest, which granted are much further along the development cycle.
Cudney nutzt den starken Kursverfall bei NHK unbeirrt für stetige weitere Käufe:
So, ich habe jetzt Kuya Silver im Depot. Miramont ist Geschichte.
https://www.goldseiten.de/arti…aktion-abgeschlossen.html
@Edel Man: Möchtest du den Faden entsprechend umbenennen?
Gruß, Jones
Erl.,Edel
Zitat von Jacky Cola im Metallic Minerals FadenZum Thema warum so wenig News kommen:
https://resourcemaven.ca/blog/why-so-slow-labs
Gwen Preston erläutert das Problem langer Wartezeiten auf Laborergebnisse zu Bohrproben.
Alles anzeigenNa endlich erwacht diese Perle aus ihrem Schlaf. (+27,0 % heute)
Nach den Bohrergebnissen für mich unverständlich, dass sich der Kurs so lange kaum bewegt hatte!
Zur Erinnerung:
Northstar Gold - NSG - Northstar Intersects Near Surface High Grade Gold - 19.4 g/t Au over 4.4m within 1.4 g/t Au over 118.5m Interval and 4.7 g/t Au over 8.0m within 1.2 g/t Au over 107.3m Interval
M.E. ein aussichtsreicher Kandidat für eine Vervielfachung.
Der heutige Kursabschlag (zwischenzeitlich über 25 %) aufgrund der mittelmäßigen BE scheint mir doch etwas übertrieben.
https://www.juniorminingnetwor…8m-at-planet-syenite.html
Gruß, Jones
Alles anzeigenich nehme mal den aktuelleren Chart von Gold,um folgendes zu zeigen :
[Blockierte Grafik: https://pbs.twimg.com/media/EjvGpPZWsAc2QRd?format=png&name=900x900]
Der idealtyp. daily cycle ist 24-28 tradingdays lang und davon gibts im knapp 6 Monate dauernden intermediären
(Halbjahreszyklus) insges. 4- 5 Stück .
In einem aufwärtsgerichteten IMC gibts i.d.R. 3 aufwärts-DC`s (RT/recht-translatet) und 2 abwärtsgerichtete
DC (LT/left-translatet).
Man sieht oben einen ungewöhnl. Ausreißer mit 47 TD`s !
Jetzt läuft dieser letzte noch fehlende DC vom IMC mit dem zeitl. ca.-Ziel: Ende Oktober/Anfang Nov. ,dem ICL!
Und da wir hier politische Wahl-Börse haben (3.11.) mit warsch. initiiertern fallend. amerikan. Aktienbörsen,
werden die Edelmetalle diesem Trend folgen (gezwungenermaßen).
hier noch Graddhys aktuellsterGDX-Chart
[Blockierte Grafik: https://pbs.twimg.com/media/Eju11biWkAEVt2E?format=png&name=medium]
Caldera
Gary Savage ist der gleichen Meinung:
Hier riecht es nach Ausbruch!
https://seekingalpha.com/amp/a…-gold-juniors-size-matter
Zitat von Taylor DartSummary
- Gold explorers with Canadian projects have seen their valuations skyrocket this year as investment money has begun to gravitate back to explorers given the record gold prices.
- The sharp correction over the past few weeks has cooled off these valuations, though, and some juniors haven't participated at all in the rally.
- While resource size is important, it's grade and economics that the market is really after, and this article looks at the standout projects in the sector from a grade standpoint.
CGG ging mit täglich durch den Kopf, habe nochmals die Präsentation angesehen: Wenn ich nicht grob irre, sind die rd. 10 Mio oz Gold und 7 Mrd. kg Kupfer mit rd. 24 $ // 0z Go Eq bewertet, sehr günstiger Wert.
Kredite sind nicht eingerechnet, aber diese sind lt. Präsentation ungewöhnlich günstig um 3 %, nicht vergleichbar zu Ami Haien...
Vermutlich sind die hohen Schulden (aus dem Factsheet entnommen) aber schon der Grund für die niedrige Bewertung.
http://www.chinagoldintl.com/investors/presentations/
Die langfristigen Aussichten sehe ich aber trotzdem auch sehr positiv.
Gruß, Jones
Habe verdoppelt. Rücklauf zur 4 wäre aber wohl bei 1,22 CAD. Das wäre auch kein Weltuntergang, würde nur einen weiteren Zukauf bedeuten.
Gruß, Jones
Bin jetzt auch mit einer kleinen Position dabei.
Hier wird geklotzt:
