Beiträge von Angelfreund

Equinox Gold Reports Third Quarter 2021 Financial and Operating Results: 137,144 Ounces of Gold Sold, on Track to Achieve 2021 Guidance

November 3, 2021

https://www.equinoxgold.com/ne…-to-achieve-2021-guidance

HIGHLIGHTS FOR THE THREE MONTHS ENDED SEPTEMBER 30, 2021
Operational

• Lost-time injury frequency rate of 1.29, which is a measure of the number of injuries per million hours worked
• Produced 139,758 ounces (“oz”) of gold during the quarter; sold 137,144 oz of gold at an average realized gold price of $1,780 per oz
• Total cash costs of $1,109 per oz and mine all-in sustaining costs (“AISC”) of $1,327 per oz for the quarter⁽¹⁾
• Produced 391,678 oz of gold for the nine months ended September 30, 2021, with cash costs and mine AISC of $1,113 per oz and $1,396 per oz, respectively⁽¹⁾
• Los Filos has operated continuously since July 26, 2021, following the resolution of blockades
• The Company remains on track to achieve 2021 production and cost guidance

Earnings

• Earnings from mine operations of $49.2 million
• Net loss of $5.2 million or $0.02 per share
• Adjusted net income of $6.7 million or $0.02 per share, after adjusting for certain non-cash expense items⁽¹⁾⁽²⁾

Financial

• Cash flow from operations before changes in non-cash working capital of $48.3 million ($64.8 million after changes in non-cash working capital)
• Adjusted EBITDA of $62.0 million⁽¹⁾⁽²⁾
• Expenditures of $26.9 million in sustaining capital and $65.4 million in non-sustaining capital⁽¹⁾
• Cash and cash equivalents (unrestricted) of $300.3 million at September 30, 2021
• Net debt of $244.8 million at September 30, 2021 (including $139.7 million of in-the-money convertible notes)⁽¹⁾

Construction, development and exploration

• Announced positive pre-feasibility study for Aurizona expansion incorporating the Aurizona underground and satellite open-pit deposits into the mine plan
  
  
  • Extends the mine life to 11 years with total life-of-mine (“LOM”) production of 1.5 million oz of gold
  • Average annual production of 137,000 oz of gold
  • Peak annual production in years 2026 to 2029, averaging more than 160,000 oz of gold
  • $944/oz average AISC from 2024 onward and $1,058/oz average AISC LOM

  
  

• Updated Mineral Reserve and Mineral Resource estimates for Aurizona, Mesquite, Fazenda and RDM
• Completed more than 60,000 metres of drilling across the Company’s portfolio of assets
• Greenstone early works focused on roadworks, tree clearing and construction of the temporary effluent water treatment, temporary lodging facility and construction administrative offices
• Santa Luz construction 70% complete as of the date of this news release and on schedule for first gold pour in Q1 2022

POST QUARTER END HIGHLIGHTS

• Announced groundbreaking for full-scale construction at Greenstone with a construction budget of C$1.53 billion (100% basis) ($1.23 billion at a rate of USD:CAD 1.25), including more than $50 million spent to date and a $177 million contingency⁽³⁾
  
  
  • Initial cash spend could be reduced by approximately $100 million through lease financing for mobile equipment and offset economically by up to $70 million of pre-commercial production revenues (at a gold price of $1,750 per oz)
  • Equinox Gold will fund its 60% portion from the Company’s existing treasury, cash flow from producing mines and a revolving credit facility from which the Company has $200 million available to draw. Equinox Gold also has a portfolio of investments with a current market value of approximately $450 million
  • First gold pour targeted for first half of 2024 (“H1 2024”)

  
  

Torex Gold Reports Q3 2021 Financial Results

November 3, 2021
https://torexgold.com/news-and…1-financial-results-3658/

THIRD QUARTER 2021 HIGHLIGHTS

• Safety performance: No lost time injuries during the quarter; exited the quarter with a LTIF of 0.26 per 1 million hours worked and a TRIF of 2.44 per 1 million hours worked, both on a rolling 12-month basis.
• COVID-19 update: To promote vaccination within the workforce, the Company has partnered with local health agencies; by quarter-end 70% of the workforce was partially vaccinated, and 30% fully vaccinated.
• Gold production: Produced 111,229 ounces of gold (YTD - 358,792 ounces).
• Gold sold: Sold 118,989 ounces of gold (YTD – 359,432 ounces) at an average realized price of $1,786 per ounce (YTD - $1,792 per ounce).
• Total cash costs ¹ and all-in sustaining costs ¹ : Total cash cost of $727 per ounce sold (YTD - $646 per ounce) and all-in sustaining cost of $900 per ounce (YTD - $883 per ounce). All-in sustaining margin ¹ of $886 per ounce (YTD - $909 per ounce), implying a margin of 49% relative to the realized gold price (YTD – 50%).
• Net earnings and adjusted net earnings ¹ : Reported net earnings of $36.5 million (YTD - $152.2 million) or $0.43 per share (YTD - $1.78 per share) on a basic basis and $0.41 per share (YTD - $1.72 per share) on a diluted basis. Adjusted net earnings of $42.9 million (YTD - $147.6 million), or $0.50 per share on both a basic and diluted basis (YTD - $1.72 per share on both a basic and diluted basis).
• EBITDA ¹ and adjusted EBITDA ¹ : Generated EBITDA of $119.7 million (YTD - $399.3 million) and adjusted EBITDA of $119.3 million (YTD - $386.3 million).
• Cash flow from operations: Cash flow from operations for the quarter totalled $87.8 million (YTD - $235.4 million) and $100.2 million prior to changes in non-cash working capital (YTD - $277.8 million), including income taxes paid of $19.7 million (YTD - $110.2 million).
• Free cash flow ¹ : Generated $29.4 million (YTD - $60.6 million) in free cash flow which includes an outflow of $12.4 million related to changes in non-cash working capital (YTD – outflow of $42.4 million).
• Net cash ¹ : Net cash of $217.8 million including $221.6 million in cash and $3.8 million of lease obligations.
• Capitalized waste guidance revised downwards: Given the lower amount of waste mined during Q3 due to a rock fall incident at the El Limón pit and shutdown of the rope conveyor to carry out necessary maintenance, capitalized waste guidance has been lowered from $55 to $60 million to $45 to $50 million (original guidance of $40 to $45 million). All other elements of the Company’s 2021 operational guidance remain unchanged.
• Technical Report remains on track: The Company’s Technical Report remains on track for release in the first quarter of 2022. The Technical Report will include updated mine plans for the ELG open pits and underground as well as the Media Luna Feasibility Study.
• Timing of 2022 operational guidance: Torex plans to release 2022 operational guidance for ELG early next year. ELG guidance will include gold production, total cash costs, all-in sustaining costs, as well as non-sustaining and sustaining capital expenditures. Non-sustaining capital expenditure guidance specific to Media Luna will be provided when the Company releases an updated Technical Report later in Q1 2022.
• Completion of World Gold Council Year 1 Responsible Gold Mining Principles (RGMP) Requirements: On October 29, the Company released its Year 1 RGMP Implementation Progress Report, with accompanying limited assurance from KPMG LLP, fulfilling the Year 1 requirements as set out by the World Gold Council.

November 02, 2021
Kirkland Lake Gold Reports New Wide, High-Grade Intersections at Detour Lake

https://www.kl.gold/news-and-m…ke-eef6cc257/default.aspx

Results confirm and expand mineralization beyond Mid-Year 2021 Mineral Resource Estimates
Drilling confirms and identifies new mineralization inside recently updated resource pit shells

• Key Saddle Zone intercepts⁽¹⁾: 20.10 gpt⁽²⁾ over 25.3 m⁽²⁾, incl⁽²⁾ 67.02 gpt over 6.0 m and incl 13.82 gpt over 6.3 m; 3.92 gpt over 34.0 m, incl 54.13 gpt over 2.0m; 3.31 gpt over 30.0 m incl 14.50 gpt over 2.0 m and incl 16.18 gpt over 3.0 m; 2.17 gpt over 26.0 m, incl 19.25 gpt over 2.0 m
• Key West Pit Zone intercepts⁽¹⁾: 3.23 gpt⁽²⁾ over 20.0 m; 2.62 gpt over 48.0 m, incl 19.43 gpt over 3.7 m; 1.69 gpt over 36.0 m; 1.48 gpt over 23.7 m incl 10.25 gpt over 2.0 m; 1.38 gpt over 29.0 m; 1.18 gpt over 50.0 m, incl 13.15 gpt over 2.0 m; 1.16 gpt over 22.0 m; 1.14 gpt over 75.0 m, 1.09 gpt over 32.1 m

Drilling outside and adjacent to updated resource pit shells intersects new high-grade mineralization

• Key Saddle Zone intercepts⁽¹⁾: 3.95 gpt⁽²⁾ over 22.0 metres (“m”), incl 12.30 gpt over 4.0 m; 2.85 gpt over 36.0 m, incl 18.71 gpt over 2.1 m; 2.83 gpt over 54.8 m, incl 32.3 gpt over 2.5 m and incl 10.39 gpt over 2.8 m; 1.58 gpt over 41.4 m, incl 6.33 gpt over 8.0 m; 1.58 gpt over 32.0 m; 1.14 gpt over 37.5 m
• Key West Pit Zone intercepts⁽¹⁾: 4.77 gpt⁽²⁾ gpt over 32.0 metres (“m”), incl 44.46 gpt over 3.0 m; 157.77 gpt over 2.0 m; 52.90 gpt over 2.0 m; 8.21 gpt over 10.0 m; 7.99 gpt over 5.0 m; 17.74 gpt over 2.2 m; 17.17 gpt over 2.0 m; 2.07 gpt over 21.0 m; 1.81 gpt over 21.0 m, 1.37 gpt over 25.0 m.

(1) True widths are unknown at this time and intervals are reported using core lengths intersected in the holes.
(2) Grams per tonne (“gpt”); Metres (“m”); Including (“incl.”).

...

...

und weiter gehts mit guten Nachrichten:

Operating update for the quarter ended 30 September 2021

October 28, 2021

https://thevault.exchange/?get…ting-update-28Oct2021.pdf

Sibanye Stillwater Limited (Sibanye-Stillwater or the Group) (JSE: SSW and NYSE: SBSW) is pleased to provide an
operating update for the quarter ended 30 September 2021. Financial results are only provided on a six-monthly basis.

SALIENT FEATURES - QUARTER ENDED 30 SEPTEMBER 2021 (Q3 2021) COMPARED TO QUARTER ENDED 30 SEPTEMBER 2020 (Q3 2020)
• Solid operational results confirm the stabilisation of operations at pre-COVID-19 levels
• Robust financial performance - Group adjusted EBITDA of R14.9 billion (US$1 billion)
• Successful vaccine rollout to date - approximately 78% of employees in South Africa vaccinated
• Capital allocation discipline - early redemption of 2022 notes and 5% share buy-back successfully concluded
• Significant progress on green metals strategy - strategic acquisitions announced, shaping a meaningful initial footprint
• Precious metal prices stabilising - outlook positive

weitere Zukäufe bei Batterie-Metallen:

Sibanye-Stillwater invests further in the circular economy as it expands its tailings retreatment exposure
through a 19.99% investment in New Century Resources


27 October 2021

https://thevault.exchange/?get…new-century-27oct2021.pdf

Sibanye-Stillwater (Tickers JSE: SSW and NYSE: SBSW) (Sibanye-Stillwater) is
pleased to announce that it has entered into investment agreements to acquire a 19.99% shareholding in
New Century Resources Limited (Ticker ASX: NCZ) (New Century) through a new equity placement, and
sub-underwriting of a New Century entitlement offer, for a maximum cash consideration of US$46 million1
(the Transaction). The Transaction is expected to be completed in December 2021, with a portion (outlined
in the “Transaction details” section) subject to approval by New Century shareholders.

...

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Sibanye-Stillwater completes US$70 million strategic investment in ioneer



28 October 2021

https://thevault.exchange/?get…ment-ioneer-28Oct2021.pdf

Sibanye-Stillwater (Tickers JSE: SSW and NYSE: SBSW) is pleased to announce
it has successfully completed its US$70 million1 strategic investment in ioneer Limited (ioneer) following
approval by ioneer’s shareholders at an Extraordinary General Meeting on 21 October 2021, with 99.9% of
the votes cast in favour of the transaction, and approval from the Financial Surveillance Department of the
South African Reserve Bank.

The strategic investment was completed at a price of A$0.6553 per share, equivalent to the ioneer 10-day
volume weighted average price as at ASX market close on 15 September 2021. Sibanye-Stillwater now holds
approximately 145.9 million fully paid ordinary shares, or 7.12%, in ioneer.

Sibanye-Stillwater is pleased to be joining the ioneer share register as a supportive strategic partner and
looks forward to working together with ioneer as joint venture partners to develop the Rhyolite Ridge Lithium
Boron Project into a leading US lithium operation.

...

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irgendwie gefällt mir die Richtung, in die sich Sibanye entwickelt.

Hochschild MiningPLC - Q3 2021 Production Report

26 October 2021
https://hocplc.gcs-web.com/new…q3-2021-production-report

Operational highlights
§ Strongest quarter year-to-date^[1]
o 58,252 ounces of gold
o 3.0 million ounces of silver
o 93,630 gold equivalent ounces
o 8.1 million silver equivalent ounces

§ Robust 9 month operational performance
o 164,513 ounces of gold
o 9.0 million ounces of silver
o 268,749 gold equivalent ounces
o 23.1 million silver equivalent ounces

§ On track to deliver 2021 overall production target of 360,000-372,000 gold equivalent ounces (31.0-32.0 million silver equivalent ounces)

§ 2021 all-in sustaining costs on track to meet $1,210-$1,250 per gold equivalent ounce guidance ($14.1-14.5 per silver equivalent ounce)

Exploration & Business Development highlights

§ Brownfield programme added further high-grade Inferred resources in Q3:
o 43.4 million silver equivalent ounces added year-to-date from Angela North vein at Inmaculada
o 9.1 million silver equivalent ounces added year-to-date at San Jose
§ Proposed Demerger & Listing of Aclara Resources Inc. on the TSX announced
§ Option exercised over Skeena Resources' Snip gold project

Strong financial position

§ Total cash of approximately $270 million as at 30 September 2021 ($257 million as at 30 June 2021)
§ Net cash of approximately $64 million as at 30 September 2021 ($51 million as at 30 June 2021)
§ Current Net Cash/LTM EBITDA of approximately 0.16x as at 30 September 2021
ESG highlights
§ Lost Time Injury Frequency Rate of 1.21 (FY 2020: 1.38)^[2]
§ Accident Severity Index of 457 (FY 2020: 474)^[3]
§ Water consumption of 201lt/person/day (FY 2020: 231lt/person/day)
§ Domestic waste generation of 0.98 kg/person/day (FY 2020: 1.18kg/person/day)
§ ECO score of 5.39 out of 6 (FY 2020: 5.74)^[4]

Cautionary announcement

Johannesburg, 25 October 2021
https://thevault.exchange/?get…nnouncement-25Oct2021.pdf

Sibanye-Stillwater (JSE: SSW and NYSE: SBSW) hereby advises its
shareholders that the Company has entered into negotiations with affiliates of funds advised by Appian
Capital Advisory LLP, regarding the acquisition of both the Santa Rita nickel and the Serrote copper
mines, located in Brazil. If these negotiations are successfully concluded, they may have a material effect
on the price of the company’s securities. Accordingly, shareholders of Sibanye-Stillwater are advised to
exercise caution when dealing in the Company’s securities until a full announcement is made.

Joe & Paul's Another Mining Podcast #7 Agnico and Kirkland Lake Megamerger
vom 22.10.2021

auf youtube, dauert ca. 25mins, sehr interessant:

Joe & Paul's Another Mining Podcast #7 Agnico and Kirkland Lake Megamerger
vom 22.10.2021

auf youtube, dauert ca. 25mins, sehr interessant:

Equinox Gold Files Technical Reports for Fazenda and RDM Mines

October 22, 2021
https://www.equinoxgold.com/ne…for-fazenda-and-rdm-mines

hier zum Bericht:
https://www.sedar.com/DisplayC…lang=EN&issuerNo=00025296

Zitat von Angelfreund

jetzt gibts die erste Aufstellung zu Thelens Fonds 10xDNA, hier unter Offenlegungen:https://10xdna.com/de/offenlegungen/

Coinbase, Ginko Bioworks, Palantir, Tencent und Tesla sind scheinbar aktuell enthalten. Habe mir mal ein paar Fonds-Anteile ins Depot gelegt; die Einzelwerte würde ich so nicht kaufen wollen.

hier die aktuellen Gewichtungen des Fonds-Portfolios; es umfasst derzeit 17 Werte:

https://10xdna.com/de/portfolio/

aktueller Bericht über SKE im Rohstoff-TV:

https://www.rohstoff-tv.com/pl…idated-uranium-tudor-gold

bei Lundin Gold sind es aktuell nur noch 13% Retail
(Präsentation S.4, https://www.lundingold.com/en/…presentations-and-videos/ )

Thorium müsste doch als "ehemaliges Abfallprodukt" haufenweise bei den Düngermittelherstellern rumliegen...

Kirkland Lake Gold Announces Filing of Amended and Restated Detour Lake Mine Technical Report
October 20, 2021
https://www.kl.gold/news-and-m…nical-Report/default.aspx

TORONTO, Oct. 20, 2021 (GLOBE NEWSWIRE) -- Kirkland Lake Gold Ltd. (“Kirkland Lake Gold” or the “Company”) (TSX:KL) (NYSE:KL) (ASX:KLA) today announced that it has filed on SEDAR an amended and restated National Instrument 43-101 – Standards of Disclosure for Mineral Projects (“NI 43-101”) technical report (the “Amended Report”) with respect to the updated Mineral Resource estimates for the Detour Lake Mine (“Detour Lake”) released on September 2, 2021 (the “Mid-Year 2021 Mineral Resource Estimates”). As with the original technical report filed on October 15, 2021, the Amended Report is entitled, “Detour Lake Operation, Ontario, Canada, NI 43-101 Report” and is effective as of July 26, 2021. There are no material differences between the Amended Report and the original technical report and there are no differences in the Mid-Year 2021 Mineral Resource Estimates. The Amended Report includes revisions to address formatting issues affecting the presentation of Tables 1-3, 1-4, 14-23 and 14-24. This Amended Report replaces the previously filed technical report.

Zitat von Neo

Gibt es irgendwo eine Aufstellung, was er in seinem Fond drin hat. Bin die ganze Zeit am schauen ... Danke

jetzt gibts die erste Aufstellung zu Thelens Fonds 10xDNA, hier unter Offenlegungen:
https://10xdna.com/de/offenlegungen/

Coinbase, Ginko Bioworks, Palantir, Tencent und Tesla sind scheinbar aktuell enthalten. Habe mir mal ein paar Fonds-Anteile ins Depot gelegt; die Einzelwerte würde ich so nicht kaufen wollen.

Zitat von Angelfreund

wenn ich das richtig verstanden habe, übernimmt Hochschild ein Großteil der Entwicklungskosten für das Snip-Projekt und erhält - sofern alle Auflagen eingehalten werden - dafür dann eine 60%ige Beteiligung am Projekt. Finde den Deal nicht schlecht, denn damit kann sich Skeena auf das Flagschiff Eskay Creek konzentrieren. Die 100 Millionen $, die Hochschild in Snip nun investiert, sollten das hochgradige Snip-Projekt weit voranbringen.

passend hierzu die aktuelle Präsentation; auf Seite 17 wird der Deal mit Hochschild nochmals veranschaulicht:

https://skeenaresources.com/si…_10_15_2021_website_1.pdf

wenn ich das richtig verstanden habe, übernimmt Hochschild ein Großteil der Entwicklungskosten für das Snip-Projekt und erhält - sofern alle Auflagen eingehalten werden - dafür dann eine 60%ige Beteiligung am Projekt. Finde den Deal nicht schlecht, denn damit kann sich Skeena auf das Flagschiff Eskay Creek konzentrieren. Die 100 Millionen $, die Hochschild in Snip nun investiert, sollten das hochgradige Snip-Projekt weit voranbringen.

QUARTERLY Report
for the three months ended 30 September 2021
19 October 2021
https://www.centamin.com/investors/regulatory-news/

HIGHLIGHTS
Solid operational performance
· Gold production for the third quarter ("Q3") was slightly ahead of schedule at 103,546 ounces ("oz"), bringing production for the nine months of the year ("YTD") to 307,821 oz, and the Company remains on track to achieve 2021 production guidance
· Revenue generated of US$182.9 million from gold sales of 103,514 oz at an average realised gold price of US$1,764/oz sold
· Cash costs of US$846/oz produced (YTD: US$ 820/oz) and all-in sustaining costs ("AISC") of US$1,266/oz sold (YTD: US$1,197/oz), and the Company remains on track to achieve 2021 cost guidance
· Adjusted Group free cash flow of US$6.9 million (YTD: US$23.8m) was ahead of budget reflecting stronger gold price partially offset by increased mining costs driven by more open pit material mined
· Growth capital projects progressed on schedule with US$67.6 million of capital expenditure ("capex") (YTD: US$146.9m)
· Egyptian exploration bid round terms signed and finalised, securing c.3,000km² of highly prospective greenfield landholding within the Eastern Desert of the Egyptian Arabian Nubian Shield
· Strong balance sheet with no debt, no hedging and cash and liquid assets of US$256.1 million, as at 30 September 2021, after US$46.1 million interim dividend distribution on 30 September 2021
· Full COVID-19 protocols remain in place and operations, supply chains and gold shipments have not been materially impacted.

OUTLOOK
On track to meet full year 2021 guidance
· Gold production guidance maintained: 400,000 to 430,000 oz, targeting the midpoint of 415,000 ounces
· Cost guidance maintained: cash costs of US$800-900/oz produced and AISC of US$1,150-1,250/oz sold, targeting the lower half of both the guidance ranges
· Capex guidance maintained: US$225 million, with a 65% spend in H2 (previously 55%) due to timing adjustments to the payment schedule
· Exploration expenditure guidance maintained at US$17 million
· The Company will publish updated Sukari Mineral Reserve and Resource statements and the results of the Sukari Life of Asset (Phase 2) optimisation work programme on Wednesday 1 December 2021.

Hochschild MiningPLC - Proposed Demerger and Listing of Aclara on TSX
October 19, 2021
https://hocplc.gcs-web.com/new…er-and-listing-aclara-tsx

Hochschild Mining PLC ("Hochschild" or "the Company") (LSE: HOC) (OTCQX: HCHDF) is pleased to announce its intention to demerge shares representing 80% of the entire issued share capital of Aclara Resources Inc. ("Aclara"), its indirect wholly-owned subsidiary. As well as demerging Aclara from the group (the "Demerger"), Aclara will seek to have listed on the Toronto Stock Exchange ("TSX") its entire issued share capital (the "Aclara Shares"). The Demerger is expected to be completed by year-end.
Aclara is a development-stage rare earth mineral resources company with a strategic land package of mineral concessions in Chile. Aclara is initiating the development of its resources through a project called the Penco Module ("Penco"), formerly known as Biolantanidos, which covers a surface area of approximately 600 hectares and contains ionic clays that are rich in rare earth elements ("REE"). Aclara is currently focused on the development and on the future construction and operation of Penco, which will aim to produce a rare earth concentrate through a processing plant that will be fed by clays from nearby deposits.
Following the Demerger, Hochschild Mining Holdings Limited ("HM Holdings") (a wholly-owned subsidiary of the Company) will retain 20% of the Aclara Shares.
In connection with the Demerger, Aclara intends to conduct a concurrent initial public offering of the Aclara Shares (the "Aclara IPO") to raise additional funds to advance its exploration and development activities and for working capital and general corporate purposes. Aclara has applied to have the Aclara Shares listed on the TSX ("Listing"). Listing is subject to the approval of the TSX in accordance with its original listing requirements. The TSX has not conditionally approved Aclara's listing application and there is no assurance that the TSX will approve the listing application.
The Demerger is conditional on certain requirements being satisfied. Assuming such conditions are satisfied, the Demerger will be effected by the Company distributing Aclara Shares representing 80% of the entire issued share capital of Aclara to shareholders of the Company ("Shareholders") by way of a distribution in specie (the "Demerger Dividend"). Although the process relating to the Aclara IPO and Listing is currently at an early stage, the Company has decided to proceed with obtaining approval from Shareholders for the Demerger Dividend, which will be required in order for the Demerger and the Aclara IPO and Listing to proceed.