Beiträge von Gerald

  • Sitz u. Pits in Australia (Goldminen)

    Ein paar Aussies im Performance-Vergleich seit 26. September 2022 bis heute


    Top-5-List
    - Tietto Minerals
    - Capricorn
    - Karora
    - Perseus
    - Regis Resources


    Mittelfeld
    - Silver Lake
    - Nothern Star
    - Newcrest Mining
    - Resolute Mining
    - De Grey Mining


    Flop-5-List
    - Red 5
    - Endeavour Mining
    - Ramelius Resources
    - West African Resources
    - Evolution Mining


  • Kurz und Mittelfristige Spekulationen

    Zitat von Caldera

    Wenn auch Anfang nächster Woche keine Dynamik aufkommt, dann werd ich vorsichtig bzgl. der Minenaktien, dann haben wir die falsche Aktiengattung gewählt, hätten dann die Standardaktien bevorzugen sollen !
    :)

    Deshalb trade ich zusätzlich - neben den Minen - seit Anfang des Jahres Standardaktien mit Signalen von Gareth Soloway (siehe Track Record am Ende der Seite). Aktuell ist mein Depot mit 50% Minenwerte (Gold, Silber, Uran) und 50% Trading Standardwerte (aktuell im Trading-Depot Werte wie AMD, Intel, Microsoft, Teladoc, GSK, KWEB-ETF, Meta, Amazon, JP Morgan, Sea, Tilray ...) ausgestattet.

  • Allgemeine Sachlage bei Minenaktien

    Stabilitats-Fonds
    (Fact Sheets September 2022)


    STABILITAS - PACIFIC GOLD + METALS


    Top#5 Holdings
    - Capricorn Metals Ltd.
    - Endeavour Mining Plc.
    - Regis Resources Ltd.
    - Perseus Mining Ltd.
    - West African Resources Ltd.


    STABILITAS - SILBER + WEISSMETALLE


    Top#5 Holdings
    - Fresnillo Plc
    - Hecla Mining Company
    - Pan American Silver Corp.
    - SSR Mining Inc.
    - Wheaton Precious Metals Corp.
    Anmerkung: Bei den Top-5 Positionen wurde West African durch Fresnillo ersetzt


    STABILITAS - GOLD + RESOURCEN SPECIAL SITUATIONS


    Top#5 Holdings
    - Develop Global Ltd.
    - Karora Resources Inc.
    - Leo Lithium Ltd.
    - Mineral Resources Ltd.
    - Tietto Minerals Ltd.

  • Woernies Grabbelkiste.

    Danke an all jene die hier - gemeint ist im ganzen Forum - soviel qualitativen, kostenlosen und professionellen Content liefern. Sich dann noch kontroversen Diskussionen aussetzen - Danke an Euch!!


    Jene die nur kritisieren und alles besser Wissen, sollen sich bitte etwas zurücknehmen.


    Jene die nur konsumieren, sollten auch mal guten Content liefern!


    @Nebelparder, @Caldera Danke für die klaren Signale!

  • Woernies Grabbelkiste.

    Nachdem der Dollar unser Geschehen gerade so beeinflusst, hier ein wahrscheinlich sehr interessanter Expertentalk. (läuft gerade)


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  • Woernies Grabbelkiste.

    Die Zyklen sind hier ja sehr umstritten, was ich bisher so mitbekommen habe. Auf Twitter verfolge ich seit kurzem Norvast. Bzgl. Gold hat er gestern folgendes gepostet:


    Link zum Tweet


    "Ich bin mir sicher, dass all die "ungeduldigen" Follower von letzter Woche sich nun fragen, wann dieser $gold Backtest enden wird! Nun, es kommt immer näher und könnte schon heute am 11. Oktober kommen, wenn der %R(7) -100 erreicht."
    "Meine Analyse deutet darauf hin, dass $gold im Begriff ist, bis Anfang Februar in einen BMR einzutreten, bevor es bis 2023 wieder abwärts geht"


    Der letzte Satz hier könnte von Bedeutung sein. Sicherlich haben wir hier im Forum Experten die diese Sichtweise einschätzen und bewerten könne.


    Hoffe auf eine konstruktive Diskussion, zur Bewertung dieser Aussage und der aktuellen Lage!


    Liebe Grüße
    Gerald


    P.s.: Meinerseits fehlt mir die Erfahrung und das Know-How, derartige Sichtweisen zu bewerten.


    @Edel Man Bitte diesen Eintrag in den "Zyklen" Thread verschieben, welchen ich soeben entdeckt habe.

  • Allgemeine Sachlage bei Minenaktien

    Des weiteren findet man viele verschiedene Listen mit Minenwerten


    • Favorite Stocks
    • Top 25 List
    • 1 Bagger List
    • 2 Bagger List
    • 3 Bagger List
    • 5 Bagger List
    • 10 Bagger List
    • Optionality (Exploration)
    • Optionality (Development)
    • Project Generators - Advanced Exploration
    • Project Generators - Early Exploration
    • Royalty
    • Top Canadian Stocks
    • Top Australia Stocks
    • Top Silver Stocks

    Hier nochmals der Link dort hin und ans Ende der Page scrollen oder siehe Anhang.

  • Allgemeine Sachlage bei Minenaktien

    https://dondurrett.substack.com/p/gsd-october-newsletter


    Auszüge daraus


    Stocks in the News
    Beaver Creek Gold & Silver Mining Conference
    I met with about 50 gold & silver mining companies doing one-on-one interviews as a guest of Lawrence Lepard. I learned quite a bit, but mostly that my analysis was mostly accurate. I did become more bullish on some stocks and less bullish on others, but overall, I came away convinced that I know how to analyze PM mining stocks.


    Here are some of my takeaways:


    K92: Their project is a monster that just keeps growing in size. And their low costs make it attractive. The CEO is excellent.


    Westgold: It looks really solid. I was impressed by their team, strategy, and projects.


    Osisko Mining: Not great upside, but a great mgt team. I expect them to be a growth story.


    Americas G&S: The upside looks big. Mgt has not executed well, but they have the properties to be a rocket ship at higher gold/silver prices.


    Chesapeake: They have figured out their heap leach sulfphide method. But it is going to take a long, long time for them to ramp up production. It's an excellent optionality play for the long term.


    Lion One: They are finding high-grade gold at depth. I think this could be a large mine. They announced a 400 gram meter hole this week. I expect more of these.


    Montage: They have 5 million oz, and this total is going to grow substantially. It's cheap, and a good optionality play.


    Revival: They have a 4 million oz project in Idaho. Looks like construction in 2024. I like the CEO and expect him to build this mine.


    Sabina: Another CEO that I like. They have 9 million oz at 6 gpt, plus they will find more. They will begin production in Q1 2025 at 450K oz a year.


    Aya Gold & Silver: Mid-tier producer in Morocco. Expanding production at Zgounder to 8 million oz AGEQ in 2024, then to 10 million oz AGEQ in 2025. Plus, they have a new discovery (Boumadine) that could be as large as Zgounder.


    Discovery Silver: Large silver development project (Cordero) in Mexico with 1 billion oz AGEQ. A production target of 30M oz AGEQ for the first 10 years. This is likely to increase before reaching year 10. PFS due in 2022. Feasibility due in 2023. Construction in 2024. Production in 2026.


    Guanajuato Silver: Recently acquired 3 producing properties from Great Panther in Guanajuato near their producing El Cubo mine. Ramping up production to 6 million oz AGEQ in 2023.


    Westgold Resources: Australian mid-tier producer. They look cheap. Currently a 4 FCF multiple. 265K producer at $1500 break-even. Costs should drop in 2023. Production will trend up to 300K. $150 million in cash and no debt.


    Erdene Resource Development: Mongolia development project. $100 capex to produce 100K oz a year. Should get financing soon to begin production in mid-2023. $1350 break-even costs. Targeting 2M oz resource in the near term. A lot of drill targets.


    Ascot Resources: British Columbia development project. Trying to borrow $100 to $125M USD, + $15M Equity to finance the Capex. 150K year production. Growing to 170K year production. $1300 break-even costs. They are confident they can finance the Capex. If so, then construction in 2023.


    Cassiar Gold: Large property (150,000 acres) with a lot of drill targets in Northern British Columbia. Their Taurus deposit is 1.4 million oz (1.1 g/t) and likely to double in size. Plus, they have high grade discoveries. It’s a pretty juicy drill story/development story.


    Silver Tiger Metals: I was surprised by the potential of this stock. This one is going to be a large high-grade silver mine in Mexico. They have discovered an unusual formation of shale that seems to be loaded with high-grade silver. Many of the intercepts are over 1,000 gpt AGEQ.


    Adriatic Metals: Their Rupice project in Bosnia looks really solid. It’s under construction, with production scheduled for Q2 2023. Production will be 15 million oz of AGEQ, with break-even costs of around $13 per oz. They have a 20-mile trend to explore to extend the mine life.


    Equinox Gold: They have six producing mines (all in the Americas), and four of them have significant exploration potential. They are producing 650,000 oz and that will expand to 1 million oz in the next few years. It’s not usual to find a growth story like this one so undervalued. They are a mid-tier today, but they are destined to be worth $5 to $10 billion at higher gold prices.


    I-80 Gold: They are a twin of Equinox Gold (although smaller) with about six very solid properties, all of which are in Nevada. They will expand production to 500,000 oz in the next few years. I Iiked their properties even more than Equinox, although it’s impossible to know which company will have better exploration success. So, own both. It’s crazy that these two quality gold producers are so cheap.


    GoGold Resources: You should be aware of this story. They have been releasing a plethora of good drill results at Los Ricos in Mexico. The Los Ricos South PEA calls for 8 million oz of annual AGEQ production. The PFS, which is coming out soon and will be higher, at around 10 million. Phase two will be Los Ricos North, which is twice as big, and will produce around 20 million oz of AGEQ. Combined, that is 30 million oz of annual AGEQ production. Phase one production will be in Q1 2025.


    US Gold: They are building the CK project in Wyoming. Many will pass on this project because the capex is high at $250 million, and it won’t be permitted until 18 months at the earliest. But this is a low cost gold mine, with break-even costs of around $1000. It has sold off and is cheap. They have a very good team and I’m confident it will get financed and built. Plus, they won’t sell early. They want a big return. Plus, they have an excellent second project (Keystone) in Nevada that we get for free. It’s 20 square miles and has only had 35 drill holes. They plan to drill it after CK is in production.


    Treasury Metals: This is another one many will pass on, but if you don’t mind speculating, it looks juicy. Yes, they have had trouble advancing the project, but the CEO has assembled, and very good team and I think it is headed to production. The Goldlund/Goliath project has 3 million oz in an excellent location in Ontario, Canada. The capex is high at $275M, and permits are not expected until 2024, so those are the red flags. But they expect their resource to at least double and to likely triple. That seems optimistic, but if they double them to 6 million oz, this could fly. They have lots of drill targets on 75,000 acres. Note that a PFS is due in 2023.


    Eloro Resources: This is really a potential tin mine in Bolivia, but it also has 25% revenue from silver. If silver triples in value, then the silver portion could rise to perhaps 40% or higher in revenue portion. Amazingly, they think the Santa Barbara deposit is 1400 x 500 x 600 and fully mineralized at 4 opt AGEQ. That would be 3 billion oz of AGEQ. I don’t think it is that big because that is huge. Plus, it is open in all directions. They won’t release a maiden resource until Q4 2024, so we will have a long wait to find out the size of Santa Barbara. But if it is 25% of that size, it’s still huge.


    Cabral Gold: They have an excellent project in Brazil. They want to build it in two phases. Phase one will mine the oxides using a heap leach using a low $16M Capex. They will begin production at around 25K ounces in 2024 and ramp up to perhaps double that. They have 300,000 oz of oxides and expect that to double in size. This will allow them to generate FCF and build the larger hard rock mill for the sulphides. Phase two will mine 100K to 150K per year. They have excellent exploration potential, and I expect them to mine 150K per year. But that won’t happen until around 2027.


    Bear Creek Mining: Most will ignore this stock because their large Corani silver project in Peru has not been financed. However, they have fixed the Mercedes mine in Mexico that they recently acquired. In Q4, they will have ramped up production to 70K oz with around $1200 to $1300 break-even costs. They will generate around $25M in FCF in 2023. This will put them on the road to eventually being able to finance Corani. In fact, I think once silver gets above $30, they will get the loan for Corani.


    Troilus Gold: They are building a large 9 million oz (.8 gpt) project in Quebec. They want to build a 35K tp/d mine that produces 240K oz for 27 years. The break-even cost per oz will be around $1200. Permitting is due in 2024. A PFS is coming out soon. A feasibility is planned for 2023. The bad news is the capex is $680M. Can they finance that big amount? I think they can. Also, their property size is 350,000 acres, with exploration potential. I like this one as an optionality play.

  • Depotstruktur -- Märkte und Edelmetalle im Vergleich

    Hallo @Edel Man!


    Du hast ja deine Silberaktienanteil zuletzt ja massiv reduziert. In diesem Beitrag gar runter auf 5%. Die Goldaktien hast du im Gegensatz dazu ja 10 mal höher gewichtet.


    Frage: Bleibst/ist deine Gewichtung der Silberaktien weiterhin so niedrig? Falls ja warum und was muss passieren, dass Du die Gewichtung der Silberaktien deutlich erhöhst?


    Deine aktuelle Sichtweise und Positionierung würde mich sehr interessieren - Vielen Dank!

  • I-80 Gold Corp./ IAU, IAUX (TSX, ASE)

    Jordan Roy-Byrne (06.10.2022): "Die I-80 stößt auf immer mehr gute Explorationsergebnisse. Es lohnt sich, genauer hinzuschauen."


    Company Maker (29.09.2022): Circa 130 Mio. USD Cash, Verarbeitungs-Infrastruktur im Wert von circa 700Mio. USD, Aufstieg zu einem der größten Goldproduzenten Nevadas bis 2023/2024, Kursziel +10CAD!


    Company Maker (15.09.2022): i-80 Gold ist ein „15-Mio.-Unzen Monster“, das mit Produktionskosten von weniger als 1.000 Dollar/Unze zu einem der größten Gold-Player in Nevada werden wird. Und es ist nur eines von drei Unternehmen, die vor Ort eine feuerfeste Sulphid-Verarbeitungsanlage besitzen. Mit rund 130 Millionen Dollar Cash ist i-80 Gold zudem gut finanziert, um die UntertageAktivitäten hochzufahren. Die Katalysatoren: 2H22: Granite Creek aktualisierte Ressourcenschätzung, McCoy Cove Machbarkeitsstudie + Zulassung: 2023: McCoy Cove erste Produktion Ende des Jahres. Sprott Equity Research stuft die Aktie von i-80 auf „Buy“, Kursziel 5,50 CAD.


    Jordan Roy-Byrne (06.09.2022): "I-80 Gold hatte einige großartige Explorationsergebnisse, die mich begeistert haben, aber als ich sie mir ansah, waren sie extrem tief und wahrscheinlich nicht signifikant - zumindest noch nicht."

  • Discovery Silver / DSV (TSX)

    @peterhuber91 Weißt Du warum der Wert bisher schlechter als andere performt? Vom letzten Tief ist DSV bisher nur um 17% gestiegen. Andere Silberwerte liegen da zwischen +25~50%. Ich bin auch an diesem Wert interessiert, bin aber von der bisherigen Underperformance überrascht ...