Beiträge von peterhuber91

  • Chesapeake Gold / CKG (TSX)

    @urai


    Danke für deinen Input. Die Einstellung von Buffington hat mich auch etwas verwundert.
    Pangbourne hat jedenfalls eine sehr hohe Meinung von ihm.


    Das ‚neue‘ Verfahren steuert Pangbourne alleine. Die bohrkerne liegen jetzt viele Monate im ‚Labor‘. Das Erz oxidiert. Das haben externe Studien bei der Alderley Fusion bestätigt. Die ökonomische Realisierung ist noch offen.


    Quelle: Video Call mit Pangbourne


    Hycroft hatte ich ja auch verfolgt. Das mögliche alkaline sulfid Oxidationsverfahren dauert bis zur großtechnischen Validierung inkl DFS noch mindestens 2 Jahre. Daher kann ich hycroft schon verstehen einstweilen POX Studien durchzuführen.

  • Chesapeake Gold / CKG (TSX)

    hi @Popeye82


    war schon immer extrem. Bis dato trotz heftiger Rückschläge im letzten Jahr ‚gut‘ gegangen. Nach Minenzusamnenbruch (TSG); ramp up problem (NVO) und Lizenzentzug (DSM) bei den letzten 3 invests wird es mal Zeit die ‚Pechsträhne‘ abzulegen.


    Die Basics bei CKG gefallen mir SEHR gut.


    We will see …

  • Chesapeake Gold / CKG (TSX)

    Tja; grundsätzlich hast du recht. Zunächst nehmen sie die Sahne vom Kuchen mittels highgrading. Für mich dennoch der einzig sinnvolle Ansatz mittels CF die Expansion zu finanzieren.


    Höhere Capex und die höheren Cash costs vom low grade Teil
    bekommen sie mit der Investitionskostenrechnung kaum finanziert.


    Für stage++ sollte dennoch der IRR aufgrund Infrastruktur synergies Ansprechende sein.


    Metates wird bei weitem nicht das günstigste deposit sein. Size matters. Die cash costs für die weiteren stages werden sich je nach Recovery um die 1000 usd einpendeln.


    reminder:
    https://stockhouse.com/compani…bol=v.ckg&postid=33630998

  • Chesapeake Gold / CKG (TSX)

    https://stockmkt.info/3804P64


    Chesapeake Gold (TSXV: CKG) has done for the Metates project in Durango, Mexico — one of the world’s largest undeveloped gold-silver projects — what others before it could not. CEO and director Alan Pangbourne tells The Northern Miner that the company has cracked the code to undertake the heap leach processing of sulphide material that ultimately has the potential for Chesapeake to disrupt and enhance the project economics of sulphide ore bodies globally.On July 26, Chesapeake released the results of a preliminary economic assessment (PEA) on Metates, outlining strong financial metrics and a rapid capital payback utilizing a sulphide heap leach starter operation.“The issue before was it was a US$3.5 billion project, very complicated, involving autoclaves, line plants, all sorts of fun stuff, whereas this is quite a bit smaller,” says Pangbourne. “It uses heap leach technology to oxidize the sulphides and recover the gold and silver. That completely changes the economic picture.”The proof for the game-changer potential of the new sulphide leaching technology can be gleaned from the new PEA.“Anything that can take a capex requirement of about US$3.5 billion and reduce that to US$360 million has got to change the project economics dramatically. While the project’s initial scope was to produce 400,000 oz. gold-equivalent, we are now planning for 110,000 oz. a year.


    So, it’s a tenth of the capital to produce a quarter of the ounces, drawing on less than 20% of the total resource,” Pangbourne says in an interview. “The most important thing is it shows that there is a financeable-size project with this new technology that Chesapeake can build without needing a major partner.”The project’s simplified process flowsheet, compact footprint and proximity to critical infrastructure contribute to the project’s low initial capital cost. The PEA forecasts early cash flow generation, which supports future expansions.Excellent upside optionality exists to scale up future production to take advantage of the entire resource potentially.In December 2020, Chesapeake acquired Alderley Gold, a private British Columbia mining technology company that had pioneered the sulphide leaching technology for precious metals applications.Pangbourne says the idea of using heap leaching to process sulphide ore sounds counterintuitive. Still, the technology has been extensively used in the copper industry, oxidizing and heap leaching sulphides for decades.Pangbourne was the project manager for BHP’s (NYSE: BHP; LSE: BHP; ASX: BHP) Spence copper project, which, when constructed, was the largest single-build sulphide heap leach-oxidation circuit recovering copper in the world. The Spence and Cerro Colorado mines make up BHP’s Pampa Norte copper mining operation in northern Chile, which produces about 243,000 tonnes of copper annually.The technology has been extensively tested and proven in the field and is backed by years of extensive test work and tens of millions of dollars in research and development spending.


    Pangbourne says the technology accomplishes two things: The liberation of gold in the sulphides by oxidation using specific chemistry to manage pH and alkalinity; and it is applicable in a low operating and capital cost heap-leach environment.It also significantly reduces capital requirements and avoids high reagent consumption, fine grinding or the need for autoclaves used in other pre-oxidation processes.


    The Phase 1 development plan delivers strong economics. Metates’ pre-tax net present value is $1.43 billion (US$1.14 billion), and the internal rate of return is 35% at US$1,600 per oz. gold and US$22 per oz. silver, using at a 5% discount rate. As it stands, the project has an estimated life of 31 years.The PEA envisions average annual output of more than 110,000 oz. of gold and 2.5 million oz. of silver during the first 15 years, with an all-in sustaining cost of US$748 per oz. gold and a low life-of-mine strip ratio of 2.2:1.The study has calculated an average annual pre-tax free cash flow of US$113 million in the first 15 years and cumulatively US$2.7 billion throughout operations. The PEA considers an initial capital cost of US$359 million, including US$64 million in contingency costs. Payback will take six months.Pangbourne says the operation is scalable. The initial 15,000 tonne-per-day mine is expandable to 30,000 tonnes per day in short order to bring production forward and reduce the 31-year mine plan.The PEA only focuses on the higher-grade massive intrusive hosted portion of the Metates orebody.


    The early stage study includes a revised mineral resource estimate for the Metates project and replaces the mineral reserve estimate contained in the company’s updated preliminary feasibility study dated April 29, 2016.Metates hosts a measured and indicated resource of 1.3 billion tonnes at 0.47 gram gold per tonne and 12.9 grams silver per tonne for 19.8 million oz. of contained gold and 542 million oz. of contained silver. It also has an inferred resource of 62.2 million tonnes at 0.32 gram per tonne gold, and 9.0 grams per tonne silver for 640,000 oz. contained gold and 18.0 million oz. of silver.The mineral resource is broadly divided into intrusive and sediment-hosted mineralization. In terms of measured and indicated mineral resource tonnes, about 80% of the resources are sediment-hosted and 20% intrusive hosted.According to Pangbourne, the Metates mine will be a conventional open-pit mine employing contract miners. Mine operations will comprise conventional drilling blasting, loading and hauling with large off-road trucks, hydraulic shovels and wheel loaders. Plant feed will be delivered to the primary crusher and waste to various waste storage facilities.


    The mine plan for this study only considered the higher grade intrusive hosted mineralization as potential plant feed. There will be a stockpile for sedimentary-hosted material that is not considered plant feed for this first phase of the operation.There will also be a low-grade stockpile facility to store marginal grade intrusive material for processing at the end of commercial pit operations. There will be a support fleet of track dozers, rubber-tired dozers, motor graders, and water trucks to maintain the working areas of the pit, waste storage areas, and haul roads.“The site layout features a very compact layout with all the major infrastructure located at or near the site,” says Pangbourne. “A water diversion tunnel is required upstream of the mine, and a water reservoir will be constructed below the site to supply water for the operations.”Power will come to the site via a connection to a nearby substation and allow power to be supplied from the national grid. All the major mining, waste dumps, stockpiles and leach pads are all located in one watershed.


    Importantly, the mine plan consumes significantly less power and water than a conventional sulphide flow sheet with a low environmental footprint, essentially producing “green gold,” according to Pangbourne.Recent drill results suggest the potential for an even higher-grade core within the Metates intrusive. Pangbourne says Chesapeake is reviewing plans to conduct further drilling in the second half of 2021, with results to be potentially incorporated in the planned 2022 pre-feasibility study.Chesapeake also has developed an organic pipeline of satellite exploration properties strategically located near Metates.


    In addition, the company owns 74% of Gunpoint Exploration, which owns the Talapoosa gold project in Nevada.Despite the significant re-rating potential, Chesapeake’s Toronto-quoted equity is down about 44% over the past 12 months and trades at an 85% discount to its development peers. Shares last traded on August 6 at $4.16, giving the company a capitalization of $280.25 million (US$223.12 million).

  • Chesapeake Gold / CKG (TSX)

    Seit den Mega Drilling Hole und der PEA hat sich etwas verändert. ASK trocknet immer mehr aus.


    Sprott rief Alan nach den Assays an und fragte ob die Ergebnisse wirklich stimmen?!
    https://twitter.com/p1r473/status/1425599184971915264?s=19


    Er kann anscheinend nicht genug von Chesa bekommen
    "I remembrr Eric trying to get a PP done last year but got denied because CKG didnt need the capital"
    Quelle: @exboss, ceo.ca


    Hier noch einige neue Informationen zu Alan, Jurisdikation und die restlichen CKG assets
    https://www.youtube.com/watch?v=jtu6bKEd7-4


    Ich bin davon überzeugt das ein gelungener strategischer Schachzug war diese PEA herauszubringen. Ist zwar äußerst spekulativ aber zeigt was Metates werden KÖNNTE und gibt einen schönen Werberahmen.

  • Chesapeake Gold / CKG (TSX)

    Hi pop;


    das wäre die Königsklasse wenn CKG zum Lizenzgeber für den Abbau von Sulfiderz im Goldsektor werden würde.


    Entscheidend für den Entwicklungspfad sind die Alderley Deal Konditionen:


    Under the terms of the Agreement, Chesapeake will issue 10 million common shares ("Common Shares") to the shareholders of Alderley (the "Alderley Shareholders") resulting in the Alderley Shareholders holding approximately 14.2% of the outstanding common shares of the Company on a fully diluted basis. The Alderley Shares will be issued into escrow with release based on time and milestone conditions over 7 years as follows:
    a. 5% released on each of the first four anniversaries of Closing;
    b. 10% released on the earlier of (a) date of a positive feasibility study and (b) the fifth anniversary of Closing
    c. 30% released on the earlier of (a) duly certified commencement of construction of a mine and (b) the sixth anniversary of Closing;
    d. 40% released on the earlier of (a) duly certified commencement of commercial production and (b) the seventh anniversary of Closing.


    Diese ‚binden‘ panga zumindest 7 Jahre an Chesa. Eindeutiger Plan von Panga ist Metates innerhalb von 7 Jahren in Produktion zu führen . Die Bedingungen sind ganz entscheidend für eine LT shareholder value Steigerung. Es geht um ca 30m CAD eigenes Invest für den CEO und zeigt den Glauben metates zu rocken.

  • Chesapeake Gold / CKG (TSX)

    kleine Auffrischung


    Sprott:
    28.09.2019 – POG 1499 Usd (5,3m shares u 2,25 cad, 0 Warrants-> 100% vomBrokered Placement)
    19.09. 2020 – POG 1950 usd (4m shared zu 5 cad, 0 Warrents -> 100% vomPlacement)


    mehr kann man nicht aus den fillings rauslesen

  • Euro Sun Mining / ESM (TOR) -- Ehem. CPN

    Bla, bla, bla ..: solange ceo Moore federführend ist heißt es für mich: Finger weg


    das ist einfach eine Vertrauenssache; er hat noch nie was weitergebracht außer Shareholder zu verarschen. Noch immer eine Marionette von F+M. People wie gelernt der keyfactor: Rumänien historisch sowieso min 10% abzinsfaktor NPV. Daher die Bewertung für mich Max ein zock. Rovinja pea war auch mäßig. 2000 plus pog dann funktioniert das Teil; nur LT traut sich niemand über diese Bewertung. Da gibt es zig bessere plays mit besserem crv

  • Chesapeake Gold / CKG (TSX)

    SETUP TRUST


    Objektive Kriterien
    * more than 40% Insider holding
    * huge financial and inherent commitment by CEO (7.4m shares and his old baby ‚Alderley‘)
    * Impressive track record from CEO
    * rarely options/warrants
    * Fine Corporate governance
    * about 35m in Bank
    * PEA calculated at 1600 USD POG


    subjektive Kriterien
    * ehrlich
    * ein Macher
    * um shareholder bemüht
    * fachlich fundiert

  • Chesapeake Gold / CKG (TSX)

    Zitat von KleinerInvestor

    Peterhuber, kannst du in Prozent ungefähr abschätzen wie hoch die Chance ist, dass dieses neue Oxidation-Verfahren funktioniert?


    Das ist für mich der Ca­sus knack­sus, den ich ehrlich gesagt überhaupt nicht einschätzen kann und an dieser Stelle würde/müsste ich wahrscheinlich CKG auf den Stappel "to hard" für mich ablegen.

    Kann ich nicht. Vertraue panga. Klingt alles schlüssig. Daher auch der enge Kontakt. CRV führ mich sehr gut. 25m AuEq sind in der alten PFS mit POX abbaubar. Diese Option bleibt wenn das Oxidation-Verfahren nur mäßig funktioniert. Glaubt man an eine EM Hausse ist das Risiko nach unten sehr beschränkt - auch ohne Oxidation verfahren. Funktioniert beides multipliziert sich das Potential.