Globex Mining- Startschuss ??? (Seite 32)
eröffnet am 15.11.05 13:07:13 von
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ISIN: CA3799005093 · WKN: A1H735 · Symbol: GMX
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Letzter Kurs 19.06.24 Toronto
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19.06.24 · globenewswire  |
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interessant, wobei ich mich mit Chartechnik nicht beschäftige. Finde es etwas entäuschend, dass kein neuer Deal vermeldet wurde. Vor allem Wood Pandora müsste bei diesen Goldpreisen interessant sein
Globex meldet vor 2 h:
Lithium gefunden auf Dalhousie durch Infinico Metals, formerly known as Burin Gold.
Alle Kurse unter 0,95 CAD bleiben innerhalb der Seitwärtsbewegung seit Anfang '23.
Aktuell klebt der Kurs die 6. Woche an der 100-Wochen-Linie fest.
0,95 müßten nachhaltig überwunden werden, dann neue Dynamik möglich...
Lithium gefunden auf Dalhousie durch Infinico Metals, formerly known as Burin Gold.
Alle Kurse unter 0,95 CAD bleiben innerhalb der Seitwärtsbewegung seit Anfang '23.
Aktuell klebt der Kurs die 6. Woche an der 100-Wochen-Linie fest.
0,95 müßten nachhaltig überwunden werden, dann neue Dynamik möglich...
See the overview below for what you can expect:
Part 1
1. General History and Overview of Mont Sorcier
An introduction to the project, its history, and how it came to be owned by a small gold producer. Will introduce comparable neighbouring projects, basic economic valuations as per the 2022 PEA, and include a timeline or relevant events past and future. A discussion of Globex’s GMR and its projected value. This will essentially create the base case for part 2 to trouble and dissect.
Part 2
2. The Future of Iron Demand
This will serve to help contextualise the discussion of the deposit itself that comes after. What are positive and negative projected future impacts on iron ore pricing? What is China’s evolving role as a global driver and how are its demands for different grades of concentrate changing? What role will India play? What range of prices might we expect?
Part 1
1. General History and Overview of Mont Sorcier
An introduction to the project, its history, and how it came to be owned by a small gold producer. Will introduce comparable neighbouring projects, basic economic valuations as per the 2022 PEA, and include a timeline or relevant events past and future. A discussion of Globex’s GMR and its projected value. This will essentially create the base case for part 2 to trouble and dissect.
Part 2
2. The Future of Iron Demand
This will serve to help contextualise the discussion of the deposit itself that comes after. What are positive and negative projected future impacts on iron ore pricing? What is China’s evolving role as a global driver and how are its demands for different grades of concentrate changing? What role will India play? What range of prices might we expect?
First and foremost, I will be getting my Globex article on Cerrado Gold’s Mont Sorcier iron project out this week.
The original goal was to examine the value - present and future - of Globex’s 1% GMR on the Mont Sorcier Iron project in Quebec’s Chibougamou region. The work is particularly relevant as now-owners of the project, Cerrado Gold, recently announced they had officially begun the tender process for project financing, led by TD Bank.
The scope of my project expanded rapidly, though. Valuing the royalty of course in turn meant valuing the project itself, including primarily a stress testing baseline costs and pricing and premium assumptions of the September 2022 PEA. To be able to have a semi-informed opinion, this in turn required some analysis and discussion on future demand dynamics for iron in general, and in particular Mont Sorcier’s high-grade 65% + 0.6% V2O5 concentrate.
So what began as a simpler, project-based analysis became underpinned by a series of more fundamental, macro, datasets and discussions.
This will now be published in multiple parts. Part 1 will be published imminently while Part 2 will drop around the end of the week.
The original goal was to examine the value - present and future - of Globex’s 1% GMR on the Mont Sorcier Iron project in Quebec’s Chibougamou region. The work is particularly relevant as now-owners of the project, Cerrado Gold, recently announced they had officially begun the tender process for project financing, led by TD Bank.
The scope of my project expanded rapidly, though. Valuing the royalty of course in turn meant valuing the project itself, including primarily a stress testing baseline costs and pricing and premium assumptions of the September 2022 PEA. To be able to have a semi-informed opinion, this in turn required some analysis and discussion on future demand dynamics for iron in general, and in particular Mont Sorcier’s high-grade 65% + 0.6% V2O5 concentrate.
So what began as a simpler, project-based analysis became underpinned by a series of more fundamental, macro, datasets and discussions.
This will now be published in multiple parts. Part 1 will be published imminently while Part 2 will drop around the end of the week.
3. Economic Analysis of the Deposit
Using a subsidiary’s (Voyager Metals) 2022 PEA and the 2019 FS and recent financials from Quebec iron miner Champion Iron, I will attempt to build a bear case economic model to apply to Mont Sorcier as a stress test for its ability to withstand pricing downturns.
4. Conclusion
Ultimately, this will demonstrate that Mont Sorcier has strong potential to be able to operate profitability in all but the most adverse market conditions, making it an excellent candidate to move forward to a positive construction decision. Its having a strong Vanadium component (0.6% in concentrate) also opens the doors for it to catching some of the critical mineral tail winds that are beginning to blow.
Discussion will conclude on attempting to value GMX’s 1% GMR. When will it come online and what will its annual value be? And what does that mean to shareholders both then and now?
Using a subsidiary’s (Voyager Metals) 2022 PEA and the 2019 FS and recent financials from Quebec iron miner Champion Iron, I will attempt to build a bear case economic model to apply to Mont Sorcier as a stress test for its ability to withstand pricing downturns.
4. Conclusion
Ultimately, this will demonstrate that Mont Sorcier has strong potential to be able to operate profitability in all but the most adverse market conditions, making it an excellent candidate to move forward to a positive construction decision. Its having a strong Vanadium component (0.6% in concentrate) also opens the doors for it to catching some of the critical mineral tail winds that are beginning to blow.
Discussion will conclude on attempting to value GMX’s 1% GMR. When will it come online and what will its annual value be? And what does that mean to shareholders both then and now?
Trading Spotlight
in der Zwischenzeit hier ein Häppchen:
https://juniorresourceinvesting.substack.com/p/jri-this-week…
https://juniorresourceinvesting.substack.com/p/jri-this-week…
wird mal wieder Zeit für einen neuen Deal
FED Ausblick auf Zinssenkungen in 2024 hebt Gold wieder über die 20-Tagelinie.
Schön im Stundenchart zu sehen.
Damit könnte die Korrektur schon wieder vorbei sein.
Globex folgt sicherlich, wie üblich.
Schön im Stundenchart zu sehen.
Damit könnte die Korrektur schon wieder vorbei sein.
Globex folgt sicherlich, wie üblich.
leichte Abschwächung wird heute eher zum Einstieg genutzt. FRA, STU
smart
😎
smart
😎
Die 1 CAD-Marke ist überfällig
Wir hatten von Mai bis Oktober Durchschnittskurse zwischen 0.76-0.79 und im November war der Ausbruch auf 0.87. Per 7.12. waren wir schon bei 0.96.
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