Beiträge von Jones

Zitat von Jones

Anbei ein Link zur Präsentation von Gwen Preston beim Metals Investor Forum im Januar 2019, in der Sie kurz einige Minenunternehmen vorstellt, die sich sowohl in Ihrem Portfolio befinden als auch an der Konferenz teilgenommen haben:

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Hier eine neue Präsentation von Gwen Preston beim Metals Investor Forum in Toronto Anfang März. Teile davon sind deckungsgleich mit der bereits zuvor geposteten Präsentation aus Januar, aber einiges ist auch neu. So fand ich u.a. interessant, dass Sie auch Anteile an Pure Gold und Orezone im Maven-Portfolio hält. Zudem stellt Sie ihren neusten Fund vor: Quebec Precious Metals, ein noch recht unbekannter Explorer mit einer Marktkapitalisierung von unter 15 Mio. CAD.

Ich kann Euch nicht ganz folgen. Selbst mit den ganzen Abzügen und Gebühren kann man für den gleichen Geldbetrag doch immer noch so 5-7% mehr Aktien zurückkaufen als man zuvor hatte, wenn man bei einem um 10% reduzierten Kurs wieder einsteigt oder entsprechend weniger bezahlen für die gleiche Anzahl an Aktien...

Mittlerweile sogar ein zweistelliges Tagesplus. Das könnte an diesem Gerücht liegen:

https://www.streetinsider.com/dr/news.php?id=15236154&gfv=1

https://globenewswire.com/news…s-Resignation-of-CEO.html

http://rohstoffbrief.com/2019/…lurgische-testergebnisse/

https://www.goldseiten.de/arti…tres--472-Ppm-Silver.html

https://www.juniorminingnetwor…t-au-over-1-3-metres.html

Erhöhte Ressoucenschätzung für Eskay Creek:

https://www.juniorminingnetwor…mate-for-eskay-creek.html

https://seekingalpha.com/amp/a…finishes-2018-strong-note

Zitat von Gold Panda

Summary

• Teranga finishes 2018 with record production and $112 million EBITDA.
• Wahgnion construction is on time and budget and commercial production could start earlier than planned.
• Golden Hill initial resource tops one million ounces of gold.
• The first quarter of 2019 should be the strongest quarter of the year, which could provide a boost for the share price once results are released.

(...)

Conclusion
Sabodala had another record year in 2018 and Teranga generated EBITDA of around $112 million. Most figures were in line with the updated guidance and the mine plan for Sabodala and the over-performance was due to the conservative reserve model of the company. Over the past 18 months, Teranga recorded a 26% increase in ounces mined against reserves models thanks to better grades and more tonnes.
The guidance for Sabodala in 2019 looks good with a slightly lower production offset by lower costs per ounce and is pretty much in line with the mine plan, which gives me confidence that the mine will be able to generate just above $180 million of free cash flow between 2019 and 2022 using a gold price of $1,250 per ounce.
Construction of Wahgnion is on time and budget and the project could even start production earlier than anticipated, which I think goes to show how good the execution is.
The initial resource estimate at Golden Hill was fine and although a million ounces of measured, indicated and inferred resources doesn’t sound that impressive, I believe that Teranga is still scratching the surface and the project can grow significantly before becoming the company’s third operating mine.
Overall, I think that Teranga is undervalued and its share price could see a boost after the release of the results for the first quarter of 2019 considering that this is expected to be the company's strongest quarter of the year in terms of production.

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https://seekingalpha.com/amp/a…-ross-beaty-master-stroke

Zitat von Gold Panda

Summary

• Equinox Gold has signed a $130 million convertible notes deal with Mubadala at an interest rate of only 5%.
• The notes are convertible into Equinox shares at $1.05 apiece, which represents a 25% premium to the share price.
• The investment will help Equinox fund the fist phase of the Castle Mountain Gold project and save over $11 million in interest payments over the next five years.

(...)

Conclusion
In my last SA article on Equinox, I said that 2019 is shaping as a defining year for the company as it has to prove it can deliver by putting Aurizona online smoothly and finance the construction of Castle Mountain phase one. The funding for the latter is now secure and I think that the terms of the loan from Mubadala are very good for a mining company. The Abu Dhabi company could also decide to convert its notes to shares at some point over the next five years which would give it a stake of around 18% in Equinox and save the latter $6.5 million per year in interest payments.
The next hurdle for Equinox is commercial production at Aurizona which is scheduled in the next month.
In 2019, I expect Equinox to move to the main market of TSX and list on a large US stock exchange and maybe buy another mine or two. The listing of its copper arm Solaris Copper should add some value for shareholders.
Overall, I think that Equinox looks undervalued at the moment and 2019 is shaping as a very exciting year for the company. Equinox is currently valued by the market at below half its net asset value, compared to 1.1 times net asset value for the leading intermediate gold producers.

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Hier auch noch der Überblick über die gehäuften Insiderkäufe um den Jahreswechsel herum.

https://m.canadianinsider.com/…7C+Copper+Mountain+Mining

Danke @Edel Man für die Eröffnung dieses Fadens. Ich hatte den Wert auch schon durch die wiederkehrende Berichterstattung auf rohstoffbrief.com auf der Watchlist und bin dann jetzt auch mit einer kleinen Position rein. Ähnliche Positionen halte ich auch in Copper Mountain Mining und Taseko Mines. Copper Mountain hat noch keinen eigenen Faden und wurde daher hier und da schon mal von @PrinzvonLinz und @onlinefan angesprochen. Ich bin vor einiger Zeit aufgrund gehäufter Insiderkäufe auf den Wert aufmerksam geworden. Gestern gab es dann die von onlinefan im Turquoise Hill Faden zitierten hervorragenden Neuigkeiten, die zu einem knapp 30 prozentigen Kurssprung geführt haben.

Gruß, Jones

http://rohstoffbrief.com/2019/…ite-kupfermine-in-arbeit/

Hier noch ein Artikel dazu:

http://rohstoffbrief.com/2019/…newmont-mining-schlucken/

Anbei ein Link zur Präsentation von Gwen Preston beim Metals Investor Forum im Januar 2019, in der Sie kurz einige Minenunternehmen vorstellt, die sich sowohl in Ihrem Portfolio befinden als auch an der Konferenz teilgenommen haben:

https://seekingalpha.com/amp/a…favor-stock-still-unloved

https://seekingalpha.com/amp/a…ver-play-growth-potential

https://seekingalpha.com/amp/a…silvercorp-tries-go-china

https://seekingalpha.com/amp/a…-afoot-bonterra-resources

https://seekingalpha.com/amp/a…nco-nevada-stamp-approval

Zitat von Fi Fighter

Summary
Marathon Gold continues to grow and expand its resource, having discovered over 4 million ounces of gold at its Valentine Lake Gold Project, located in Newfoundland.
Although the share price of MGDPF was down -33% in 2018, the stock has rebounded briskly in 2019 and is now up 32% year to date.
The recent NSR deal with Franco-Nevada strongly validates the prospectivity of Valentine Lake while, at the same time, injecting working capital to the treasury, helping the company avoid dilution.
Marathon Gold offers speculators strong leverage to the upside in an advancing gold market, and there likely still exists exploration potential to further increase the resource base.

(...)

Conclusion
Marathon Gold is working on advancing their prospective Valentine Lake Gold Project to production, and although the company is arguably a development company at this stage of its life cycle, it keeps on exploring and finding more and more gold (having discovered over 4 million ounces now in total resource).
Based on the PEA, Valentine Lake should already be able to achieve an annual production profile of 225k oz/year over 12 years, which is a significant amount (especially for a junior company).
In addition, Valentine Lake is located in "safe, stable, and secure" Newfoundland, so jurisdiction risks are not an issue, which is something that can't be said for some other prospective gold companies out there that offer their own projects of comparable size/scope to Valentine Lake (e.g. Orca Gold (OTCPK:CANWF) and their Block 14 Gold Project based in Sudan).
Further, the recent NSR deal with Franco-Nevada to bring in C$18 million in working capital accomplishes two goals:
1) It brings in the most credible partner, validating the merits (and odds) of not only the Valentine Lake Gold Project being able to become a producing mine in the future, but it also speaks volumes to the untapped exploration potential that likely still exists on these fertile grounds.
2) It helps the company raise funds without having issue more shares out.
And as a kicker, the company was even able to make a nice bit of profit "flipping", an NSR they had just acquired back as recently as November 2017.
Although Marathon Gold is very much transitioning into the boring "Orphan Period" of its life cycle as a mining company, the company has a quality asset that is slowly becoming "too good to ignore." In the context of a bull market in precious metals, shares of Marathon Gold should do well and coincide with a rising gold price, perhaps even outperforming the returns of physical gold due to the strong leverage the Valentine Lake Gold Project offers due to its sizable resource base. Perhaps the icing on the cake would be if Valentine Lake can eventually become so large (not to mention high quality enough) of an asset that even the larger-cap producers simply won't be able to ignore.

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