Beiträge von Angelfreund

  • Gold Standard Ventures / GSV (TSX, NYSE)

    also ich glaube kaum, dass es dafür festgelegte Werte gibt...


    jedoch habe ich so aus der Vergangenheit so pi mal Daumen im Kopf: Durchschnitt der letzten 20 Börsentage und Aufschläge um die 40%


    ABER ACHTUNG!!! ALLES REINE SPEKULATION!!! NICHTS ABER AUCH WIRKLICH NICHTS IST GEWISS!!!

  • ARIS Mining / ARIS (TSX, NYSE)

    Gran Colombia Announces First Quarter 2021 Results; Files National Instrument 43-101 Technical Report for Its Segovia Operations
    May 13, 2021


    http://www.grancolombiagold.co…a-Operations/default.aspx


    First Quarter 2021 Highlights

    • In February 2021, Gran Colombia successfully brought its spin out of the Marmato Mining Assets to a conclusion, one in which the Company has a continuing equity ownership of 44.3% in the new, fully financed, Aris Gold Corporation (“Aris”). The Company also added a 27.3% equity interest in Denarius Silver Corp. (“Denarius”) to its portfolio in the first quarter of 2021, giving it exposure to the Lomero-Poyatos polymetallic deposit located in Spain, in close proximity to the Matsa JV project, and to the Guia Antigua and Zancudo Projects in Colombia. Gran Colombia has also announced a takeover bid for all the shares of Gold X Mining Corp (“Gold X”) its does not already own. Subject to shareholder and regulatory approval, the companies are working towards closing the transaction in early June 2021.


    • Gran Colombia’s gold production totaled 49,058 ounces at its Segovia Operations in the first quarter of 2021 compared with 50,346 ounces in the first quarter of 2020. In April 2021, Segovia’s gold production was 17,473 ounces bringing the Company’s trailing 12-months total gold production at the end of April 2021 to 201,140 ounces, up 2% over 2020. The Company remains on track with its annual production guidance for 2021 of 200,000 to 220,000 ounces of gold.


    • The Company’s ongoing drilling program at Segovia continues to provide encouraging results, reaffirming confidence in the high-grade nature of the Segovia gold deposits. In the first quarter of 2021, the Company completed approximately 9,000 meters of its planned 40,000 meters program focused on step-out and infill drilling in proximity to the Company’s four mining operations. In addition, the Company completed approximately 2,300 meters of drilling at the Vera and Marmajito veins as part of its planned 20,000 meters program dedicated to exploration on the high priority brownfield targets in the Segovia mining title. The Company currently has eight drill rigs operating at Segovia and expects to add two more drill rigs in the second half of the year. Results from the drill program in the first quarter of 2021 are expected to be announced in early June.


    • Consolidated revenue amounted to $101.9 million in the first quarter of 2021 compared with $101.0 million in the first quarter of 2020, reflecting an increase in the Company’s realized gold price (1) to an average of $1,812 per ounce sold from $1,570 in the first quarter last year, offset by lower gold sales volume this year which included only one month of Marmato’s operating results prior to the loss of control of Aris in early February 2021.


    • At the Segovia Operations, total cash costs(1) averaged $825 per ounce in the first quarter of 2021, a slight improvement from $830 per ounce in the fourth quarter of 2020 and up from $604 per ounce in the first quarter of 2020. The year-over-year increase in Segovia’s total cash cost per ounce reflects (i) an increase in contractor and artisanal mining payment rates (which had not changed since 2017) implemented in the third quarter of 2020 in response to the current gold market conditions, (ii) higher spot gold prices which increased production taxes on a per ounce basis and (iii) additional costs to maintain the necessary COVID-19 protocols required to protect the health and safety of Segovia’s workers and the local communities. Total cash costs, including Marmato, averaged $862 per ounce in the first quarter of 2021 compared with $667 per ounce in the first quarter of 2020.


    • All-in sustaining costs (“AISC”) (1) for the Segovia Operations were $1,120 per ounce in the first quarter of 2021, down from $1,266 per ounce in the fourth quarter of 2020 and up from $836 per ounce in the first quarter of 2020. The year-over year increase in Segovia’s AISC reflects (i) the increased total cash costs, (ii) an increase in mine development and other sustaining capital expenditures at the Company’s mines and (iii) the impact of lower gold sales volume at Segovia of AISC on a per ounce basis. Including Marmato, consolidated AISC in the first quarter of 2021 was $1,164 per ounce compared with $890 per ounce in the first quarter last year.


    • Adjusted EBITDA (1) amounted to $46.3 million for the first quarter of 2021, compared with $50.4 million in the first quarter last year. The Company’s trailing 12-months adjusted EBITDA at the end of March 2021 stood at $183.7 million compared with $187.8 million in 2020.


    • Net cash provided by operating activities in the first quarter of 2021 was $13.6 million compared with $31.8 million in the first quarter last year and reflected (i) a $7.2 million increase in income tax payments in Colombia, (ii) $8.8 million of change of control payments in the Aris Transaction and (iii) continued delay in receiving VAT refunds in Colombia due to the impact of COVID-19 on the government’s processing of claims. The Company has since received $11.2 million of its past due VAT refunds in April and May 2021.


    • Free Cash Flow (1) in the first quarter of 2021 amounted to $2.5 million compared with $17.8 million in the first quarter of 2020. Adjusted to exclude Aris, the Company’s Free Cash Flow in the first quarter of 2021 was $14.8 million compared with $22.3 million in the first quarter last year, reflecting the increased level of income taxes paid in the first quarter of 2021 compared with the same period last year.


    • The Company’s balance sheet remained solid with total cash of $73.6 million at the end of the first quarter of 2021. After the quarterly Amortizing Payments in 2021 and the early optional redemption completed on May 10, 2021, the aggregate principal amount of Gold Notes currently outstanding is $19.75 million. The Company also completed a partial redemption in April 2021 of 10% of its Convertible Debentures bringing the amount outstanding down to CA$18 million.


    • The Company returned a total of $5.4 million to shareholders in the first quarter of 2021 with the repurchase of 702,000 shares at a cost of $3.2 million and payment of its monthly dividends totaling $2.2 million.


    • The Company reported net income of $118.3 million ($2.02 per share) in the first quarter of 2021 compared with net income of $24.3 million ($0.42 per share) in the first quarter of 2020. Income from operations in the first quarter of 2021 amounted to $39.1 million compared with $40.9 million in the first quarter of 2020 despite including two fewer months of operating results from Marmato due to the loss of control of Aris in early February 2021. In the first quarter of 2021, the increase in realized gold prices together with lower G&A and share-based compensation expense more than mitigated the impact of higher cost of sales at Segovia on income from operations. Net income in the first quarter of 2021 benefitted from the $56.9 million gain on loss of control of Aris, the $42.8 million gain on financial instruments and the $8.9 million gain on sale of the Zancudo Project, partially offset by the Aris Transaction costs of $9.8 million.


    • Adjusted net income (1) for the first quarter of 2021 was $21.9 million ($0.36 per share) compared with $21.2 million ($0.37 per share) in the first quarter last year. The year-over-year improvement in adjusted net income in 2021 largely reflects the factors noted above regarding income from operations together with a decrease in finance costs due to the reduction in the Company’s debt over the last year.

  • Dividendenstarke AG`s

    finde auch, dass der Thread eine Daseinsberechtigung hat.
    Habe Mitte letzten Jahres kontinuierlich Dividendentitel ins Depot geholt... diese haben mir dieses Jahr bislang den Arsch gerettet. Egal ob Cocacola, Kraft oder Kellog, unterm Strich besser als meine Minen.... selbst Bayer und Eon haben sich als goldig entpuppt. Dazu noch ein paar REITs... hatte mir das zwar anders ausgemalt - also Minen ziehen ab und irgendwann wird umgeschichtet, aber so ists leider nicht bislang gelaufen. Auch Anti-ESG bislang solide, Tabak Öl. Pharma langweilig aber stabil. Düngemittel top. Telkos auch gut. Autos Achterbahn, Flug Reisen Roulette.


    Lange Rede, her mit DividendenTipps

  • Lundin Gold / LUG, LUGDF (TSE, OTC)

    der Chart hat's schon angedeutet:



    Lundin Gold Reports First Quarter of 2021 Results


    Record quarterly production underpins strong financial performance



    VANCOUVER, BC, May 12, 2021
    https://www.lundingold.com/en/…r-of-2021-results-122653/


    Highlights for the quarter include production of 104,137 ounces ("oz") of gold and sales of 81,805 oz during the quarter, at an average all-in sustaining cost ("AISC")1 of $830 per oz sold. From this, net revenues, adjusted earnings1, and cash flow from operations of $140.0 million, $37.4 million, and $75.1 million, respectively, were realized. All amounts are in U.S. dollars unless otherwise indicated.


    ...

  • Wesdome Gold Mines / WDO, WDOFF (TSX, OTC)

    Wesdome Announces 2021 First Quarter Financial Results
    TORONTO, May 12, 2021
    https://www.wesdome.com/news/p…/index.php?content_id=404
    Key operating and financial highlights of the Q1 2021 results include:


    • Gold production of 22,564 ounces from the Eagle River Complex, a 10% decrease over the same period in the previous year (Q1 2020: 25,122 ounces):

      • Eagle River Underground 53,540 tonnes at a head grade of 12.8 grams per tonne for 21,396 ounces produced, 13% decrease over the previous year (Q1 2020: 24,457 ounces).
      • Mishi Open Pit 17,219 tonnes at a head grade of 2.5 g/t Au for 1,169 ounces produced (Q1 2020: 665 ounces).


    • Revenue of $46.0 million, a 19.8% decrease over the previous year (Q1 2020: $57.3 million).
    • Ounces sold 22,457, which includes 1,793 ounces from the Kiena bulk sample at an average sales price of $2,219/oz (Q1 2019: 26,500 ounces at an average price of $2,162/oz).
    • Cash margin1 of $21.8 million, a 21.0% decrease over Q1 2020 (Q1 2020 - $27.6 million).
    • Operating cash flow of $22.0 million or $0.16 per share1 as compared to $33.5 million or $0.24 per share for the same period in 2020.
    • Free cash flow of $0.1 million, net of an investment of $12.6 million in Kiena, or nil per share1 (Q1 2020: free cash flow of $16.7 million or $0.12 per share).
    • Net income and Net income (adjusted)1 of $7.1 million or $0.05 per share (Q1 2020: $11.5 million or $0.08 per share).
    • Cash position increased to $63.9 million compared to $63.5 million in the previous quarter.
    • Cash costs1 of $1,076/oz or US$850/oz, a 4% decrease over the same period in 2020 (Q1 2020: $1,120/oz or US$833/oz) due to the inclusion of 1,793 lower cost ounces from the Kiena bulk sample, which was processed in Q4 2020 and sold in Q1 2020.
    • All-in sustaining costs (“AISC”) 1 of $1,497/oz or US$1,182/oz, a 5% increase over the same period in 2020 (Q1 2020: $1,423/oz or US$1,058/oz), due to lower ounces sold and higher sustaining capital, which was partially offset by the inclusion of 1,793 lower cost ounces from the Kiena bulk sample, which was processed in Q4 2020 and sold in Q1 2021. This includes approximately $30/ounce in COVID-19 safety related costs.

  • Elevation Gold Mining Corporation / TSX:ELVT (ehemals Northern Vertex Mining/TSX:NEE)

    Northern Vertex Announces Previously Unreleased Drilling Results and Follow-up Drilling Campaign on West Oatman Trend near the Moss Mine
    May 11, 2021
    https://www.northernvertex.com…st-oatman-trend-near-the/


    ...
    The drill program is designed to follow up on recent and historic drilling which returned multiple significant intercepts including hole AR20-259R (see news release dated August 12, 2020) which returned:
    53.34 meters grading 0.81 g/t gold and 14.77 g/t silver (1.01 g/t AuEq), including 18.29 meters grading 1.55 g/t gold and 35.19 g/t silver (2.02 g/t AuEq), where AuEq = Au + Ag/75

  • Skeena Resources / SKE (TSX)

    habe mich auch über das PP geärgert... <X hatten die nicht noch genug Kohle von den letzten beiden PPs? Kann doch nicht sein, dass die alle drei Monate verwässern X( war bislang mehr als überzeugt von SKE, aber jetzt dreht sich wohl der Wind zu Ungunsten der "Kleinen"...

  • Gold Standard Ventures / GSV (TSX, NYSE)

    fraglich nur, warum der Kurs nicht anspringt :?: ; das "aufgekaufte" Volumen macht immerhin täglich um die 25% des Gesamtumsatzes (also CA+US+Rest) aus... rein "aus dem Markt" können die Shares wohl nicht gesaugt worden zu sein; bleibt für mich nur eine Schlussfolgerung: es wird von A nach B umgeschichtet, kursneutral. Das Bashing andernorts (stocktwits) ist ein weiteres Indiz, welches einzuordnen gilt. Bin in GSV selbst seit Kurzem dabei (bereue es schon...) und nehme mir jetzt aber die Zeit, auf die Auflösung des "Ganzen" zu warten. Sun Valley scheint irgendwie soetwas wie ein privater exklusiver Goldfonds zu sein; deren Portfolio liest sich zumindest nicht schlecht. Alles ziemlich ominös... ich liebe es, wenn es seltsam wird [smilie_happy]

  • Kurz und Mittelfristige Spekulationen

    Zitat von Lexus

    Autos könnte man ohne einen einzigen chip bauen. Was zum stillstand käme ist jeglicher scheinbar unentbehrliche schnickschnack von Motorsteuerung bis zum autonomen Auto.Ob dies Volkswirtschaftlich ein soo grosser Schaden ist ???? :/

    ja, das wäre es. Schließlich würde dann nichts mehr kaputt gehen und jeder könnte wieder selbst daran rumschrauben und bräuchte keine überteuerte Werkstatt mehr...

  • Osisko Mining / OSK (TSX)

    das Übliche ...


    OSISKO INFILL AND EXPANSION DRILLING HITS MORE HIGH-GRADE
    124 g/t Au Over 2.7 Metres in Triple Lynx
    78.7 g/t Au over 2.0 metres in Lynx SW
    (Toronto, May 04, 2021)


    https://www.osiskomining.com/o…ing-hits-more-high-grade/


    Selected high-grade intercepts include: 124 g/t Au over 2.7 metres in WST-21-0729; 78.7 g/t Au over 2.0 metres and 39.3 g/t Au over 2.2 metres in WST-21-0703, 34.6 g/t Au over 3.6 metres in OSK-W-21-2465, 41.6 g/t Au over 2.9 metres in WST-21-0696, 41.9 g/t Au over 2.1 metres in WST-21-0652, 31.5 g/t Au over 2.4 metres in OSK-W-21-2472 and 37.1 g/t Au over 2.0 metres in WST-21-0749.

  • Osisko Mining / OSK (TSX)

    und täglich grüßt das Murmeltier :)



    OSISKO DRILLING AT WINDFALL RETURNS HIGH GRADE AT LYNX
    296 g/t Au Over 2.0 Metres in Lynx(Toronto, April 27, 2021)
    https://www.osiskomining.com/o…turns-high-grade-at-lynx/


    Selected high-grade intercepts include: 296 g/t Au over 2.0 metres in OSK-W-21-2436-W3; 177 g/t Au over 2.1 metres in OSK-W-21-2436-W2, 54.2 g/t Au over 4.5 metres in WST-21-0675, 63.7 g/t Au over 2.0 metres in WST-21-0744, and 48.2 g/t Au over 2.0 metres in OSK-W-20-2426.

  • Osisko Mining / OSK (TSX)

    OSISKO FILES PEA UPDATE TECHNICAL REPORT FOR WINDFALL PROJECT
    (Toronto, April 26, 2021)



    https://www.osiskomining.com/o…ort-for-windfall-project/


    der Bericht muss über Sedar aufgerufen werden, unterstes File vom 26.04.:
    https://www.sedar.com/DisplayC…lang=EN&issuerNo=00033780
    ---


    hier einige Auszüge:
    - The PEA provides a base case assessment fordeveloping the Windfall deposit as underground mine witha processing plant (3,100tpd) at the site. The process plant is designed to have a maximumcapacity of 3,600tpd.


    und


    ▪Windfall deposit Resources: 0.52 million tonnes at 11.3 g/t Au (Measured), 5.50million tonnes at 9.4g/t Au (Indicated) and 16.40million tonnes at 8.0g/t Au (Inferred);


    ▪Total mineralized material mined(In-stope and Development): 19.7million tonnes at 6.9g/t Au average diluted gold grade(refer to Table1-4for more details);


    ▪Mine life of 18 years, with peak year payable production of 328,000 ounces (Year 6), average lifeofmine (“LOM”) annual payable production of 238,000 ounces of gold;


    ▪Gold payable recovery of 94.8%;


    ▪Payable production (LOM) of 4.17million Au ounces and 1.51million Ag ounces;


    ▪Pre-production construction costs of $543.5M, including a $55.4M contingency;


    ▪Sustaining costs of $761.5M (including $95.1M in closure costs);


    ▪Operating cost(total)of $121.76per tonne milled;


    ▪All-in sustaining costs* of USD610/oz net of by-product credits, including royalties, over LOM;


    ▪Gross revenue of $8.2billion and an after-tax operating cash flow of $2.6billion LOM;


    ▪Net present value (“NPV”)of $1.5B at a 5% discount rate, and an internal rate of return (“IRR”)of 39.3% aftertaxes and mining duties;


    ▪LOM taxes of $1.7B and royalties of $163M;


    ▪NPV of $2.6B at a 5% discount rate, and an IRR of 50.6% beforetaxes and mining duties;


    ▪Pay-back after-start of production period of 2.0 years pre-tax and 2.2 years after-tax;


    ▪Approximately 500 workers during the construction period and more than 400 employees will be required during operations;


    ▪Process plant construction planned forQ4 2023 with production beginning in Q4 2024.


    ---


    bin jetzt auch nicht der Crack bei sowas, erscheint mir aber richtig FETT!

  • Polymetal International / POLY (LSS)

    22 April 2021


    Polymetal reports solid production results for the first quarter ended March 31, 2021.
    https://www.polymetalinternati…ress-releases/22-04-2021/


    HIGHLIGHTS

    • No fatal accidents occurred among Group workforce and contractors in Q1 2021 (consistent with Q1 2020). Lost time injury frequency rate (LTIFR) among the Group’s employees stood at 0.25 (0.07 in Q1 2020) as there were seven lost-time accidents mostly related to falling or being hit by an object.
    • Gold equivalent (“GE”) production in Q1 grew by 3% year-on-year (y-o-y) to 375 Koz. All-time highest quarterly production from Varvara and strong performance across other assets offset the planned grade-driven decline at Kyzyl.
    • Revenue for the quarter increased by 20% y-o-y to US$ 593 million on the back of higher gold and silver prices. A traditional lag between silver concentrate production and sales at Dukat is expected to close in H2 2021 as well as a lag in gold sales primarily related to Dore from Kyzyl conсentrate.
    • Net Debt decreased by US$ 29 million during the quarter to US$ 1.32 billion as Polymetal generated positive quarterly free cash flow despite seasonal inventory accumulation.
    • Construction and development activities at Nezhda and POX-2 projects progressed on schedule even amid continued tightness in the construction contractor market and COVID-related cross-border travel restrictions. Nezhda is scheduled to achieve mechanical completion on September 1, 2021 and produce first concentrate on November 1, 2021.
    • Polymetal confirms its 2021 production guidance of 1.5 Moz of GE. It also maintains the full-year cost guidance of US$ 700-750/GE oz for TCC and US$ 925-975/GE oz for AISC. The cost guidance remains contingent on the Russian rouble and Kazakh tenge exchange rate dynamics.

    ...