Beiträge von Lari Fari

    Ich habe auch eine Position und hoffe natürlich, dass es noch was zu retten gibt.


    Das Projekt ist schon 2 x gescheitert, teilweise aber wegen der falschen Herangehensweise. Daher war der Laden auch entsprechend niedrig bewertet. Es ist immerhin so interessant, dass Brunswick Geld reingesteckt hat. Vielleicht übernehmen sie es bin ganz? Wäre für uns wohl eher schlecht.


    Ob jeder blinder sehen musste, dass die Wessons nicht ganz koscher sind, lasse ich mal dahingestellt.

    Eigentlich hatte man doch den Eindruck, dass die Jungs von Lionsbridge das Ding ganz gut aufgestellt hatten. Nun werden sie durch einen Restrukturierungsberater ersetzt, was normalerweise nur dann vorkommt, wenn das Unternehmen alleine nicht mehr auf die Beine kommt. In der Meldung steht, dass Lionsbridge die Dienstleistungsvereinbarung beendet hätte und nun auch deren Managementpraktiken untersucht werden. Ich kann mir vorstellen, dass Brunswick hier den Austausch forciert hat. Mit welcher Absicht? Ob es am Ende gut für die kleinen Aktionäre ausgeht?


    Der Restrukturierungsberater scheint ein größeres Unternehmen zu sein, aber nach Blick auf die Homepage eher ein Gemischtwarenladen. Ob die mit Otso als Junior-Goldproduzent zurechtkommen?


    Verkaufsdruck könnte auch noch entstehen, wenn die Wessons ihre Aktien (rd. 50 Mio. Stück) auf den Markt bringen. Heutiges Volumen war bisher in TOR knapp 1,4 Mio. Aktien...

    Und hier ist die Feasibility Study:


    Publication Of The Feasibility Study
    Toronto, ON. – Otso Gold Corp. (“Otso” or the “Company”), (TSX.V:OTSO) is pleased to announce the completion of a National Instrument 43-101 compliant feasibility study (the “Feasibility Study”) for the Otso Gold Mine. The Feasibility Study, prepared by John T. Boyd Company (“BOYD”) of Denver, Colorado, has now been filed on SEDAR.

    The Feasibility Study includes the mine designs and production plan which will underpin the Company’s long term production as well as optimisations to the milling circuit being implemented by the Company.

    https://www.otsogold.com/post/…-of-the-feasibility-study

    Guter Artikel bei SA:


    Dundee Precious Metals: Likely One Of The Cheapest Gold Producers In The World


    https://seekingalpha.com/artic…d?source=copyToPasteboard



    Summary


    • Dundee Precious Metals is a gold producer with a nice copper credit and a strategic smelter in Namibia.
    • The balance sheet contains US$1.5/share in net cash, while the operations are generating north of US$1.2/year in free cash flow.
    • Dundee is trading at a double-digit free cash flow yield and still is a buy as sustaining capex requirements will decrease the next few years.
    • The Ada Tepe mine life will have to be extended soon, so I'm hoping to see more exploration efforts.

    So, kann losgehen :thumbup:


    Hoffen wir mal, dass das der Beginn eines positiven Newsflows ist...



    https://www.otsogold.com/post/…als-to-restart-operations


    Otso Receives All Approvals to Restart Operations



    Toronto, ON. – Otso Gold Corp. (“Otso” or the “Company”), (TSX.V:OTSO) is pleased to announce the receipt of all necessary approvals for the restart of operations and the pouring of gold at the Otso Gold Mine (the ‘Mine’) from the regulatory authorities in Finland.

    The Mine’s approval clears the way for the Company to continue its ramp up to production.

    The approvals were received from each of the Centre for Economic Development, Transport and the Environment (“ELY”) and The Finnish Safety and Chemicals Agency (“TUKES”).

    As previously announced all Preparatory Work required for the start of production has been completed and the Mine is ramping up production. All equipment on site has been serviced, upgraded, repaired, and inspected to comply with all environmental, safety and health regulatory requirements of Finland.

    Otso would like to specifically thank ELY and TUKES for their meaningful engagement throughout the process and their diligence in ensuring the highest standards are adopted in the interest of all stakeholders.

    Brian Wesson stated: ‘the approval to mine and process is another major milestone for the Company, with permission to enter into production in place the focus is now solely on continuing and accelerating the ramp up to commercial production’.


    For further information, please contact:

    Clyde Wesson
    Vice President
    1 917 287 0716
    info@otsogold.com
    www.otsogold.com

    Auch bei AEM sind die Shorts deutlich gestiegen. Da spekuliert doch wer auf ein scheidern oder zumindest auf eine starke Ablehnung durch die Aktionäre für den bevorstehenden Zusammenschluss ☹️

    Hallo Hilmarreuss,


    bei KL würde ein Scheitern aber wohl eher keinen Absturz verursachen. Die Fusion hat dem KL-Kurs nicht gut getan, ich erwarte bei einem Scheitern eher einen Anstieg. Bei AEM dürfte es eher belasten.


    Außerdem dürfen die "Großen" Aktionäre schon ihr ok für die Transaktion gegeben haben...


    Viele Grüße

    Und nächste Nachricht. War in der letzten Nachricht schon angekündigt, aber eine weitere Verwässerung finde ich nicht schön. Das gute daran, BGL steckt weiteres Geld rein, vielleicht ist das ein gutes Zeichen das es operativ läuft...


    https://www.otsogold.com/post/…ts-for-up-to-us-5-million



    Announces Private Placement Of Units For Up To US$5 Million
    Toronto, ON. – Further to its press release dated September 28, 2021, Otso Gold Corp. (“Otso” or the “Company”), (TSX-V:OTSO) is pleased to announce a non-brokered private placement of up to 105,650,000 units (each, a "Unit") to Brunswick Gold Ltd ("BGL") at a price of $0.06 per Unit for aggregate proceeds of up to US$5,000,000 (the "Offering"). Each Unit will consist of one common share (each, a "Common Share") and one common share purchase warrant (each, a "Warrant"). Each Warrant will entitle the holder thereof to purchase one Common Share at a price of $0.08 per share for a period of five years from the date of issuance.

    All securities issued in connection with the Offering will be subject to a statutory hold period of four months plus a day from the date of issuance in accordance with applicable securities legislation. Closing of the Offering is subject to a number of conditions, including receipt of all necessary corporate and regulatory approvals, including the TSX Venture Exchange. The net proceeds from the Offering will be used by the Company for ramping up towards full commercial production of the Otso Gold Mine and for general working capital.

    The Offering is considered a ‘related party transaction’ within the meaning of Multilateral Instrument 61-101 Protection of Minority Security Holders in Special Transactions ("MI 61-101"). The Company intends to rely on exemptions from the formal valuation and majority of minority approval requirements in sections 5.5(b) and 5.7(a) of MI 61-101 in respect to completing the Offering, as the fair market value of BGL's participation will not be more than 25% of the Company's market capitalization.

    This news release does not constitute an offer to sell or a solicitation of an offer to buy any of the securities described in this news release in the United States. Such securities have not been, and will not be, registered under the United States Securities Act of 1933, as amended (the "U.S. Securities Act"), or any state securities laws, and, accordingly, may not be offered or sold within the United States, or to or for the account or benefit of persons in the United States or "U.S. Persons", as such term is defined in Regulation S promulgated under the U.S. Securities Act, unless registered under the U.S. Securities Act and applicable state securities laws or pursuant to an exemption from such registration requirements.

    For further information, please contact:
    Clyde Wesson
    Vice President
    1 917 287 0716
    info@otsogold.com
    www.otsogold.com

    Fortsetzung:


    Further Financing to Full Commercial Production
    The Board of Director’s has decided to secure up to $5 million through
    a stand by facility to ensure the Company has a sufficient working
    capital buffer as we continue the ramp- up and move to full commercial
    production.

    The Company is investigating options in this regard; however, BGL has agreed to provide such funding (the "Working Capital Financing”) by subscribing for units ("Units")
    of the Company at a price to be determined at a later date at a
    discount of 25% to the share price of the day per Unit. Each Unit will
    consist of one common share (each, a "Common Share") and one common share purchase warrant (each, a "Warrant"). Each
    Warrant will entitle the holder thereof to purchase one Common Share at
    a price equivalent to the share price of the day for a period of five
    years from the date of issuance. The Working Capital Financing is
    subject to TSXV approval.

    BGL currently holds an aggregate
    of 569,888,880 Common Shares representing approximately 63.05% of the
    issued and outstanding Common Shares. The Working Capital Financing is
    considered a ‘related party transaction’ within the meaning of
    Multilateral Instrument 61-101 Protection of Minority Security Holders in Special Transactions ("MI 61-101"). The
    Company intends to rely on exemptions from the formal valuation and
    majority of minority approval requirements in sections 5.5(b) and 5.7(a)
    of MI 61-101 in respect to completing the Working Capital Financing, as
    the fair market value of BGL's participation will not be more than 25%
    of the Company's market capitalization.


    Refinancing update
    The Company has engaged with a number of commercial banks regarding
    refinancing of borrowings including the secured debt due in December
    2021.

    Finally, the Company has recently updated its website
    and invites shareholders to follow its progress in this exciting time as
    the Company ramps-up to commercial production.

    Sincerely,

    Brian Wesson
    Chief Executive Officer

    Frische Nachricht:


    https://www.otsogold.com/post/…the-ramp-up-to-production


    Otso Gold Provides An Update To Shareholders And Announces The Ramp-Up To Production


    Toronto, ON. – Otso Gold Corp. (“Otso” or the “Company”), (TSX-V:OTSO) is pleased to release the following shareholder update.

    Dear Shareholders,

    The Company is pleased to announce that the Company restarted the process plant and began ramping-up production at the Otso Gold Mine on September 20, 2021. Accordingly, it is expected that the first gold pour will occur in October 2021.

    The move back towards production represents the culmination of the considerable work completed by management to date to ensure that operations are long term, sustainable and profitable. It also marks the conclusion of the Company's preparatory works phase and the beginning of the Company’s ramp-up to production phase before moving to full commercial production.

    Overview
    The Company’s focus since February 2021 has been to ensure that all elements for the ramp-up and production phases are in place and the completion of all necessary preparatory works, including:


    1. completing the initial financing, and subsequent warrant exercise, by Brunswick Gold Limited ("BGL") which enabled the Company to complete all critical preparatory works leading to the Company’s ramp-up to production;
    2. expansion and upgrade of tailings and waste dump areas;
    3. upgrade of the water reservoir;
    4. completing 10,000 metres of an infill diamond drilling campaign, with drilling continuing;
    5. commissioning of an assay laboratory on site complete with Atomic Absorption Spectroscopy and Inductively Coupled Plasma capability. Such laboratory is being managed on site by CRS Laboratories Oy, an accredited laboratory, which will train Otso staff and assist in the ramp-up of all testing on site;
    6. receiving the initial results from an updated technical report and mine plan for production;
    7. entering into a mining contract for operations, as well as other agreements for the ramp-up to production;
    8. installing best practice health and safety practices;
    9. upgrading and expanding Otso’s environmental monitoring responsibilities to ensure compliance with mining best practices and the requirements of the Finnish regulatory authorities;
    10. hiring approximately 130 personnel representing the workforce for ramp-up and production;
    11. retaining Orica Finland Oy as the Company’s explosives supplier;
    12. completing all testing and maintenance of equipment required for production; and
    13. upgrading equipment and systems on site.


    In-Depth Operations Update
    To recap, the Company finalized an investment agreement dated December 13, 2020 with BGL which resulted in an aggregate investment of approximately US$22 million (including the funds received from BGL’s recent warrant exercise – see the Company's press release dated July 21, 2021). The funds were allocated to completing all preparatory work at the Otso Gold Mine site, ramping-up to production and ensuring that all elements were in place for full commercial production.

    The drill program which commenced in 2019 is now complete with a cumulative 10,000 metres of drilling completed, infilling the resources in and around (up to 40 metres from the current pit footprints) the north and south pits. The drilling was undertaken on the advice of John T Boyd Company ("Boyd") and supported by both internal reviews and the advice of various consultants in previously published reports, including the Boyd Preliminary Economic Assessment (the "PEA") published in 2018. The updated technical report released by Boyd (noting the Technical Report did not include the final ~4,000 metres of drilling completed as part of the original drilling campaign) and announced on August 19, 2021, illustrated the following improvements in the final mine plan for production (as compared to the PEA):


    • an increase in measured and indicated ounces of ~290%; and
    • an increase in measured and indicated “high grade” of ~20%;

    The drilling campaign has confirmed the mineralization continues on strike both east and west and has identified additional structures to the north and south, in addition to mineralization below the existing pits. The Company continues to drill for both grade control and expansion of the confidence and breadth of Otso’s resources.

    The Company expects to continue exploration and infill drilling for the foreseeable future with extensive geological targets identified by geophysics and previous drilling the focus once commercial production has stabilized. This drilling, it is expected, will ensure continued development and understanding of the mineralized area and will focus on continual replenishment, expansion and upgrading of the resources and reserves. Continued drilling will be carried out based on the detailed geophysical interpretation the Company has been undertaking to complement the initial drilling campaign. Furthermore, the Company plans to define new drilling targets across the 1,500 hectare mining lease area and 4,000 hectare exploration lease area.

    Additionally, grade control reverse circulation drilling is being carried out as new areas are stripped to further infill the current 25 metre diamond drill spacing and will deploy a pattern of 6 x 8 metres for detailed mine planning.

    Blasting operations begun on site in September 2021 to test patterns for production and move ore for the ramp-up. The initial mining will be focused on the South Pit and shallow targets identified around the pit edges of both the North and South Pit.

    The Company is working closely with Boyd to define the long-term mine plan. The Company expects to publish the previously announced Definitive Feasibility Study (“DFS”) prepared by Boyd in October 2021, inclusive of the additional ~4,000 metres of drilling completed. The mine plan will see the area of mining increase by approximately 300% from the current foot print and the merging of the North and South pits. Boyd is also working closely with the Company to assess options in order to double production on site through the installation of a parallel low-grade circuit. Progress is encouraging and will continue with the results being expected after the publication of the previously announced feasibility study.

    As announced on August 11, 2021, the Company has contracted E. Hartikainen ("Hartikainen") to provide mining services to the Company. The contract with Hartikainen sets the Company up with a highly competent mining contractor with significant experience mining in the region and having a fleet of world-class equipment.

    The Company has employed a highly skilled health and safety team with experience in medical and emergency services. The team is also building an integrated health and safety framework and automated training system applied across all areas of operations.

    Supported by global recruitment agency, Brunel Energy Inc., the Company has welcomed 133 new employees since May 2021. The Company is confident that the diverse skill set and significant expertise of its workforce will fully support its operations.

    As highlighted above, all preparatory work onsite for the ramp-up to production is now complete, including substantial upgrades to the water reservoir, residue storage and waste rock facilities.

    Orica will be working with the Company and Hartikainen onsite to supply and test explosives for mining.

    All processing equipment has been tested and maintained and, where necessary, upgraded for production. Metso Outotec Corporation has spent considerable time onsite testing the mills and crushers.

    The Company is expanding its high-grade sulphide circuit capacity from 6 tonnes per hour to 12 tonnes initially at a ~97% percent recovery. To optimize recovery and enhance monitoring, the Company has upgraded and modernized its process automation system Valmet DNA DCS.

    The Company is further installing a portable jaw and cone crusher onsite to decrease the size fraction of the ore feed to the milling circuit providing the Company with the flexibility to optimize grind size - which we expect will ultimately improve recovery and throughput.

    The Company expects to announce a results update from the drilling program shortly as well as the results of the feasibility study by Boyd.

    Am Ende entscheidet doch die Mehrheit der Eigentümer also der Aktionäre, ob es zu einem Verkauf kommt, oder nicht.


    KL hat eigentlich keinen Ankeraktionär (außer Sprott mit rd. 4%), ein Großteil von etwa 63 % liegt bei Institutionellen Investoren, Fonds oder Investmentgesellschaften. Der Rest dürfte Free Float sein (Quelle IB Ownership-Daten von heute).


    Der Vorstand empfiehlt am Ende doch nur, ob das Angebot angenommen werden sollte, oder nicht. Mitreden können die am Ende nicht, sich vielleicht noch wehren und alternative Deals auf den Tisch legen.


    Wenn ein Interessent es schafft, die institutionellen Investoren für eine Übernahme zu überzeugen, dann wird er KL auch wahrscheinlich übernehmen können.

    Es ist schon schade, wie das hier passiert ist. Welchen Wert Popeye für das Forum tatsächlich hat, können die meisten heute doch noch gar nicht einschätzen. (Ich übrigens auch nicht).


    Na sicher eckt er mit seiner Art an und die gefällt auch nicht jedem, aber er ist halt auch anders als alle anderen hier im Forum. Und er ist im wesentlichen auf die Sache (und seine Ziele) konzentriert. Eine Organisation (und damit meine ich auch ein Forum oder eine Community) entwickelt sich üblicherweise nicht weiter, in dem alles bleibt wie es ist / war und jeder das gleiche von sich gibt, sondern in dem sie Impulse von außen bekommt (und auch zulässt). Popeyes Impulse sind wohl für diese Community zu extrem, so dass es immer mehr Abwehr gab. Aber er hat hier mal Leben reingebracht und zwar in eigentlichen Themenbereich - Gold-, Silber- Und Rohstoffaktien.


    Popeye will und wird seinen Stil nicht ändern, ein Teil der Community will sich auch nicht ändern. So ist das. Ja, dann kommt auch noch das Server-Thema, aber damit kenne ich nicht aus.


    Ich bedauere wie das gelaufen ist. Schade ist es.

    Ok, vermutlich deswegen:



    Updated Mineral Resource Estimate
    Toronto, ON. – Otso Gold Corp. (“Otso” or the “Company”), (TSX.V:OTSO) is pleased to announce a National Instrument 43-101 (NI 43-101) Mineral Resource Update for the Otso Gold Mine. The NI 43-101 Technical Report prepared by John T Boyd Company (‘Boyd’) will be filed on SEDAR within 45 days of this release.

    The updated technical report is the first deliverable from Boyd and will be followed by an NI 43-101 Feasibility Study, to include estimation of minable reserves.

    Boyd is currently preparing mine designs and a production plan which will be used to begin initial mine preparation, waste removal and the restart of production in September 2021. Further, the mine designs and a production plan will form a part of the feasibility study.

    The following table summarizes the findings to be included in the Mineral Resource Technical Report. The mineral resources are split between high grade and low grade to accommodate separate processing of the high grade and low grade plant feed through different circuits.



    [Blockierte Grafik: https://static.wixstatic.com/m…92040ac3f543f709~mv2.webp]

    * Based on parameters setforth below.



    [Blockierte Grafik: https://static.wixstatic.com/m…97b8f6abf8075c0d~mv2.webp]

    Notes to the Mineral Resource Resource Estimate:



    [Blockierte Grafik: https://static.wixstatic.com/m…a458ae964754cbf4~mv2.webp]




    Processing of high grade material will be processed through the existing plant with some flow sheet modifications intended to improve overall recovery. High grade processing is expected to commence in September 2021. Low grade material, which was previously below cut-off grade and was therefore treated as waste, will be treated through a separate circult currently being developed.

    The Company is working closely with Boyd to complete metallurgical testing which will inform the recommendations in the feasibility in relation to the installation of a separate low grade circuit, however initial tests are encouraging.

    Brian Wesson stated: “Otso is pleased with the results of this resource estimate and optimisation of waste management. The Company looks forward to completion of the Resource Technical Report, as well as the Feasibility Study to follow. The results of this work represent the culmination of extensive geological work and the infill drilling program the Company has been completing since February, and represents the final milestone before the restart of production next month”.

    Brian Wesson
    President and CEO
    Otso Gold Corp.

    For further information, please contact:

    Clyde Wesson
    Vice President
    Otso Gold Corp.

    1 917 287-0716

    info@otsogold.com
    www.otsogold.com

    The technical disclosure in this news release has been reviewed and approved by Sam J. Shoemaker, SME Registered Member, a Qualified Person as defined by National Instrument 43-101.

    Caution
    The Company cautions that it has not defined or delineated any proven or probable reserves for the Otso Mine Project and mineralization estimates may therefore require adjustment or downward revision based upon further exploration or development work or actual production experience. Mineral resources are not mineral reserves do not have demonstrated economic viability.

    The Company also cautions that the decision by the Company to proceed to develop the Osto Mine Project and extract mineralization proceeded without the Company first establishing reserves supported by a technical report and completing a pre-feasibility or feasibility study. Accordingly, there is a higher risk of technical and economic failure at Osto because development proceeded without first establishing reserves supported by a technical report and completing a feasibility study. This is particularly relevant as the Company has proceeded with development at Osto on indicated and inferred resources without first completing a preliminary economic report.

    Heute Nachricht von Otso. Scheint bald loszugehen:


    https://www.otsogold.com/post/…f-production-in-september


    Otso Gold Executes Mining Contract For The Restart Of Production In September


    Toronto, ON. – Otso Gold Corp. (“Otso” or the “Company”), (TSX.V:OTSO) is pleased to announce the execution today of its mining contract (the ‘Agreement’) with E Hartikainen Oy. (‘Hartikainen’). The Agreement is for the provision of all mining services at the Otso Gold Mine for a term of 3 years. Machinery for mining has begun to be mobilized to site in advance of the start of mining next month.


    Brian Wesson stated “The Company is pleased to have partnered with Hartikainen at the Otso Gold Mine and looks forward to working together. The execution of the mining contract is an important milestone towards the start of production next month”.


    Arto Hartikainen, managing director of Hartikainen stated “We are very happy with Otso Gold Mine’s partnership and we are starting preparation work right away. Safety, quality and productivity will play a key role in the development of our services at the Otso Gold Mine’.


    About Hartikainen
    Hartikainen is one of Finland's largest mining and construction contractors and employs over 460 people around locations in Finland. 50 Decades of experience in contracting and trust in the Company's operations have enabled the Company to get significant projects at national level. Skilled personnel, strong- and robust equipment and reliable partnerships are the key to the success of the Company. E. Hartikainen Oy operates in Finnish mines where production is running 24/7/365 with over 250 devices.


    E. Hartikainen Oy is known for the Company’s high quality and efficient operations optimizing customer's production and productivity in safe manner.


    “Brian Wesson”
    President and CEO
    Otso Gold Corp.


    For further information, please contact:

    Clyde Wesson
    Vice President
    1 917 287-0716
    info@otsogold.com
    www.otsogold.com

    Gerne!


    Ich glaube es gibt schlechtere Goldminenaktien als DPM. Mir gefällt das Gesamtpaket von PGM (Grades, AISC, Länderrisiken, Cash Flow und Bewertung). Durch die Übernahme entwickelt sich das Unternehmen außerdem weiter (Wachstum).


    Peter Arendas kann man sich übrigens auch merken, der schreibt eigentlich immer recht gute Artikel!

    Auch zu DPM gibt es einen ganz guten Artikel von Peter Arendas auf Seeking Alpha:


    Dundee Precious Metals: Cheap Company With Stable Low-Cost Production And Good Growth Prospects
    https://seekingalpha.com/artic…and-good-growth-prospects



    Summary


    • Dundee Precious Metals should produce 271,000-317,000 toz gold, and 34-39 million lb copper, at an AISC of $730-810/toz this year.
    • 75,000 meters at three properties should be drilled this year.
    • The Loma Larga acquisition provides great near-term growth prospects.
    • Dundee should surpass an annual production rate of 500,000 toz gold quite easily over the next 3-4 years.
    • The current pro-forma market capitalization of only $1.1 billion and an enterprise value of $836 million provide substantial upside potential.


    Der Autor sieht durchaus DPM ganz gut aufgestellt (inkl. Der Übernahme von IMV) und ein Potenzial von 100-150% in den nächsten 2-3 Jahren(bei POG von 1.800 USD). Hört sich ganz schlüssig an!

    Man kann ja von ARK halten, was man möchte, aber für Impulse und eine Vision, wie es in den nächsten Jahren kommen könnte, ist das Papier super. Man braucht nicht an alles zu glauben und es wird auch nicht alles so kommen, aber Trends sind schon erkennbar.


    Und bei viele viele der Dinge brauchen Rohstoffe…. Ich habe mir das Papier im Frühjahr mal ausführlicher angeschaut und für mich einige Dinge mitgenommen. Wenn das hier von Interesse ist, stelle ich mal was dazu ein…


    viele Grüße