Beiträge von subwave

    Sehr empfehlenswert....Kurz- und Langfristbetrachtung.


    Externer Inhalt www.youtube.com
    Inhalte von externen Seiten werden ohne Ihre Zustimmung nicht automatisch geladen und angezeigt.
    Durch die Aktivierung der externen Inhalte erklären Sie sich damit einverstanden, dass personenbezogene Daten an Drittplattformen übermittelt werden. Mehr Informationen dazu haben wir in unserer Datenschutzerklärung zur Verfügung gestellt.

    Dank an Connor MacLeod für den Top-Geschäftsablauf mit persönlicher Übergabe/Barzahlung und ein kaltes Bier am See danach in netter Gesellschaft. Wir bleiben in Kontakt.


    Herzliche Grüße !


    - subwave -

    Denke das besonders bei den Großen erstmal viele Optionen kaltgestellt werden müssen bevor die Trendwende kommen kann. Bei Agnico wars heute besonders deutlich.Freitag bietet sich da auch immer besonders an. Das sollte es dann langsam auch gewesen sein.


    Externer Inhalt www.youtube.com
    Inhalte von externen Seiten werden ohne Ihre Zustimmung nicht automatisch geladen und angezeigt.
    Durch die Aktivierung der externen Inhalte erklären Sie sich damit einverstanden, dass personenbezogene Daten an Drittplattformen übermittelt werden. Mehr Informationen dazu haben wir in unserer Datenschutzerklärung zur Verfügung gestellt.

    Wow...


    Nationalization?


    CALGARY — Canadian miner Centerra Gold Inc. says the Kyrgyz Republic is moving to install external management at its Kumtor gold mine in the Central Asian country after "effectively seizing control" of the operation over the weekend.
    In a news release, it warns of the potential for a material impact or loss of its entire investment in the mine, which produced 90,169 ounces of gold in the first quarter.
    In support, Foreign Affairs Minister Marc Garneau and Mary Ng, minister of Small Business, Export Promotion and International Trade, issued a joint statement Monday indicating Canada is "very concerned" about the situation.
    "This will potentially have far-reaching consequences on foreign direct investment in the Kyrgyz Republic," they said.
    "Canada is also disappointed that this dispute between foreign investors and the government of the Kyrgyz Republic was not allowed to be resolved transparently by the parties working together."
    Centerra said it is no longer in control of the gold mine and can no longer ensure the safety of the mine’s employees or operations, though all key safety, monitoring and operational systems at the mine were functioning properly before control was lost.
    It said it has suspended the access of all local Kumtor Gold Co. employees in the Kyrgyz Republic to its global IT systems to prevent any unauthorized intrusions.
    "Today’s action by the parliament of the Kyrgyz Republic is a clear violation of Centerra’s and KGC’s rights in the Kumtor mine as well as the government’s obligations to Centerra and KGC under long-standing investment agreements," Centerra said in a statement Monday.
    "This and other recent actions have no justification whatsoever under those agreements or applicable law."
    Ongoing disagreements with the Kyrgyz government resulted in Centerra reporting a series of developments last week that it said were part of a concerted effort to coerce it to give up economic value or ownership of the Kumtor mine or to falsely justify a nationalization of the mine.
    It said Sunday it had initiated binding arbitration against the government to prevent it from adopting the new law allowing it to appoint new management, or pursuing recently procured fines and tax claims against the mine which violate its investment agreements.
    This report by The Canadian Press was first published May 17, 2021.
    Companies in this story: (TSX:CG)
    Dan Healing, The Canadian Press

    Impact: PositiveGran Colombia announced its Q3/20 financial results, reporting recordfinancial metrics and a significant dividend increase. This performancewas driven by solid operating results from Segovia, along with highergold prices. The company is also on-track to meet revised 2020 guidance.We expect Gran Colombia’s share price to be driven by steadyoperating results coupled with exploration success at Segovia.


    Closing Price (C$/sh) $6.17
    Rating BUYTarget (C$/sh) $16.50
    Return to Target 167%


    https://s3-us-west-2.amazonaws…2-GCM-Q3-Financials-2.pdf

    "In light of these results and our confidence in our high-grade Segovia Operations, we are also pleased to announce a significant increase in our dividend rate, from CA1.5 cents per share on a quarterly basis to CA1.5 cents per share on a monthly basis. That represents almost a 3% dividend yield and places us in the top quartile of dividend-paying gold stocks. Moreover, we are only one of two gold companies that are paying a dividend on a monthly basis."


    • The Company reported net income of $18.0 million ($0.39 per share) compared with $9.0 million ($0.18 per share) in the third quarter last year. For the first nine months of 2020, the Company reported net income of $23.7 million ($0.53 per share) compared with $17.7 million ($0.36 per share) in the first nine months last year.

    https://stockhouse.com/news/pr…-nine-months-2020-results

    1) zum Thema charttechnische Gelegenheiten bei Explorern, kleinen Produzenten...Gowest Gold; Minnova Corp. dabei....imo eine sehr gute und informative Adresse auf twitter. https://twitter.com/badcharts1


    Externer Inhalt youtu.be
    Inhalte von externen Seiten werden ohne Ihre Zustimmung nicht automatisch geladen und angezeigt.
    Durch die Aktivierung der externen Inhalte erklären Sie sich damit einverstanden, dass personenbezogene Daten an Drittplattformen übermittelt werden. Mehr Informationen dazu haben wir in unserer Datenschutzerklärung zur Verfügung gestellt.



    2) Zu Nebelparders Liste würde ich noch Tempus Resources hinzufügen mit ihrem mit guter Infrastruktur versehenen Blackdome-Elizabeth Gold Projekt in Kanada https://hotcopper.com.au/threa…w-and-evaluation.5596497/



    3) Sowie 2021 FCF Vergleich diverser größerer Produzenten:


    High Grade @EconomicAlpha https://twitter.com/EconomicAlpha/status/1297200744609779712


    2021 FCF yields for some #Gold #Mining companies at current spot:


    Kinross 10.5%Kirkland 8.5%Newmont 8.3%Barrick 5.7%Agnico 5.5%


    Dundee 24%Centerra 18.7%Torex 18.1%Teranga 17.5%SSR 13.9%Pretium 13.7% New Gold 12.3%Yamana 10.7%B2 Gold 9.3%Alamos 5.2%
    Source: RBC


    Fortuna 18.6%Oceana Gold 16.2%Endeavour Mining 16.1%Golden Star 12.9%Lundin Gold 10.2%Equinox 9.7%Pan American 9.3%Hecla 8.6%
    Source: CIBC

    Ein twitter-account dem es sich lohnt zu folgen...immer wieder mit guten Infos/Tabellen/Grafiken


    Ronald Stewart
    @RonaldS_AuCu
    35 years in mining & exploration. Award winning equity analyst. Experience in over 70 countries. AuCu data is my own... errors and all. Use at your own risk.


    ....chart showing #goldproducer position within their 52-WK trade range vs. YTD performance. Of the 52 names, average range position is ~65% & YTD group is up only 16.3%. IMO, $ELD, $SSRM & $TXG have room to move up. $NCM lagging the Seniors.

    DPM seit Tagen mit schöner und verdienter Sonderbewegung wohl auch deswegen....



    DPM will be added to the TSX composite index 22 June


    S&P/TSX COMPOSITE INDEX – June 22, 2020


    COMPANYGICS SECTORGICS SUB-INDUSTRY
    ADDEDAurinia Pharmaceuticals Inc. (TSX:AUP)Health CareBiotechnology
    ADDEDDundee Precious Metals (TSX:DPM)MaterialsGold




    https://www.fool.ca/2020/05/25…soar-despite-coronavirus/


    ...meine größte Position derzeit und ich halte Bulgarien vergleichsweise für weitgehend problemfrei (ich lebe teilweise dort) bzw. für einen besseren Standort als Afrika, Südamerika oder Griechenland/Türkei.


    ...gut so, hmm aber Gold X mit dieser großen und vielversprechenden Lagerstätte zu diesem Preis übernehmen wäre wohl doch sinnvoller gewesen, oder ? Die Verarbeitungsanlage (auch wenn kostenintensiv) zu finanzieren mit Wheaton, Giustra und Sprott im Hintergrund dürfte doch kein Problem sein ?

    Die Zahlen sprechen für sich....vom KGV aufs Jahr gerechnet mit US$ 4,4:1,68=2,61 wohl kaum zu toppen.


    he Company reported net income for the first quarter of 2020 of $24.3 million ($0.42 per share) compared with net income of $7.9 million ($0.16 per share) in the first quarter last year. Adjusted net income (1) for the first quarter of 2020 was $21.2 million ($0.37 per share), up from $13.0 million ($0.27 per share) in the first quarter last year. The year-over-year improvement in adjusted net income for the first quarter of 2020 largely reflects the positive impact of the Company’s revenue growth resulting from higher gold prices in 2020 and the increased volume of gold sales in the current period.


    https://stockhouse.com/news/pr…files-national-instrument