Beiträge von nie

    Naja, bei etwa einem CAD lag abzüglich der Cashposition der Restwert (Land, ...) bei 35 Mio. Ich vermute, dass hier mindestens 4 CAD gerechtfertigt sind (eigentlich mehr, aber so genau kenne ich mich nicht aus).

    Fosterville South Intersects 11m at 31.34 g/t Gold Including 4m at 80.05 g/t Gold During Initial Drilling at the Reedy Creek Goldfield Within Providence Project



    Highlights:

    • 11m at 31.34 g/t Gold including 4m at 80.05 g/t Gold in Drill Hole RWR13
    • this drilling program is the first modern exploration conducted in the Reedy Creek Goldfield, which is part of the Providence Project
    • the intercept was drilled into a significant geochemical anomaly within one of two ridge targets that are the focus of this initial drilling at Reedy Creek

    https://fostervillesouth.com/f…ithin-providence-project/ :thumbup:

    Ich bin hier noch etwas unentschlossen. Wenn ich es richtig verstanden habe ist MENE jetzt schuldenfrei und wird sehr wahrscheinlich in diesem Quartal einen Gewinn ausweisen. Ich stelle mir hier die Frage: Wo ist das attraktivere Chancen-Risiko-Verhältnis?

    URLs:


    Toronto, Canada, May 11, 2021: Centerra Gold Inc. (“Centerra” or the “Company”) (TSX: CG andNYSE: CGAU) today reported its first quarter 2021 results. Key events and operating results of the firstquarter included:

    • Net earnings and adjusted net earningsNG of $167.4 million, $0.57 per common share (basic),and $84.2 million, $0.28 per common share (basic), respectively.
    • Cash flow from operations and free cash flowNG of $153.1 million and $72.1 million,respectively.
    • Cash position at quarter-end of $823.2 million with total liquidity of $1,223 million.
    • Consolidated Production of 160,346 ounces of gold and 18.6 million pounds of copper.
    • Gold production costs and copper production costs were $561 per ounce and $1.42 per pound,respectively.
    • All-in sustaining costs on a by-product basisNG and All-in costs on a by-product basisNG were$745 per ounce and $1,073 per ounce, respectively.
    • Finalized the sale of 50% interest in Greenstone Gold Mines Partnership for cash considerationof $210 million and contingent consideration of approximately $75 million. A gain of $72.3 millionwas recorded on the sale (excluding contingent consideration).
    • Recent Kyrgyz Republic Developments resulted in several new legislative changes and legalclaims affecting the Kumtor Mine, including a new Kyrgyz Republic law which could result in“external management” being imposed on Kumtor Gold Company (“KGC”), a $3 billion civil claimagainst KGC; various tax claims estimated at $352 million and several new and re-opened criminalinvestigations.
    • Mount Milligan water permits extension received in April 2021, extending access to surfacewater sources to November 2023.• Commenced trading on the New York Stock Exchange under the symbol “CGAU” on April15, 2021.• Quarterly Dividend declared of CAD$0.05 per common share.

    Mein Fazit für die Cash Maschine: Aufgestockt [smilie_love]

    Der Abverkauf hat sich beruhigt und ich habe zu 0,86 nachgelegt. Man darf nicht vergessen, dass "nur" 20% verwässert wurden und dafür immerhin die Mine steht. Das ist noch verschmerzbar, auch wenn der Deal schon eine Frechheit war. Ein hoher Hebel ist immer noch drin.