Vom Explorer zum Produzenten in 14 Monaten - Fortuna Silver hat\'s geschafft! (Seite 54)
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ISIN: CA3499151080 · WKN: A0ETVA · Symbol: F4S
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Fortuna Silver: Primed For A Major Comeback
Summary
I believe FSM is oversold and in a good position for a substantial reversal over the next 12-18 months.
If Fortuna can deliver on Séguéla and the mine ramps up as planned, FSM will be aggressively re-rated because it's not close to fully valued in the portfolio.
Increased reserves at San Jose and granting of 12-year mine life extension are two other bullish catalysts.
The current mine plan at Séguéla and Lindero support the market cap of FSM, and little to no value being given to San Jose, Caylloma, Yaramoko, or the exploration upside at all of the company's assets.
.....
Valuation Of FSM
Fortuna has a market cap of US$935 million, which by the way, is almost the price it paid for Roxgold last year. The enterprise value is just over $1 billion when you account for the ~$90 million of net debt.
At current gold prices, the after-tax NPV (5%) of Séguéla is ~US$500 million. That NPV doesn't include the resources at Sunbird or account for any additional exploration success. If 300,000 ounces of gold are mined at Sunbird that's another $300 million of cash flow at $1,800 gold and assuming similar AISC to the current mine plan. All of the defined deposits at Séguéla are open at depth and along strike, and there are a host of other high-grade targets on the property. Depending on resource growth in the future, the value of this mine alone could support the company's EV.
Lindero's remaining after-tax NPV at $1,800 is about $400-$450 million, based on what's been mined to-date. So just the current mine plan at Séguéla and Lindero support the market cap of FSM. That means there is little to no value being given to San Jose, Caylloma, Yaramoko, or the exploration upside at all of the company's assets.
Fortuna doesn't need to deliver on everything discussed above to see its share price re-rated. However, if over the next ~12 months it gets Séguéla into production and close to budget, adds a few years of reserves at San Jose and receives a 12-year mine extension, and Lindero's production and costs remain on track, FSM should be one of the best performing gold/silver stocks in the sector. Those aren't lofty ambitions; they are realistic goals but by no means guarantees.
https://seekingalpha.com/article/4519076-fortuna-silver-prim…
Summary
I believe FSM is oversold and in a good position for a substantial reversal over the next 12-18 months.
If Fortuna can deliver on Séguéla and the mine ramps up as planned, FSM will be aggressively re-rated because it's not close to fully valued in the portfolio.
Increased reserves at San Jose and granting of 12-year mine life extension are two other bullish catalysts.
The current mine plan at Séguéla and Lindero support the market cap of FSM, and little to no value being given to San Jose, Caylloma, Yaramoko, or the exploration upside at all of the company's assets.
.....
Valuation Of FSM
Fortuna has a market cap of US$935 million, which by the way, is almost the price it paid for Roxgold last year. The enterprise value is just over $1 billion when you account for the ~$90 million of net debt.
At current gold prices, the after-tax NPV (5%) of Séguéla is ~US$500 million. That NPV doesn't include the resources at Sunbird or account for any additional exploration success. If 300,000 ounces of gold are mined at Sunbird that's another $300 million of cash flow at $1,800 gold and assuming similar AISC to the current mine plan. All of the defined deposits at Séguéla are open at depth and along strike, and there are a host of other high-grade targets on the property. Depending on resource growth in the future, the value of this mine alone could support the company's EV.
Lindero's remaining after-tax NPV at $1,800 is about $400-$450 million, based on what's been mined to-date. So just the current mine plan at Séguéla and Lindero support the market cap of FSM. That means there is little to no value being given to San Jose, Caylloma, Yaramoko, or the exploration upside at all of the company's assets.
Fortuna doesn't need to deliver on everything discussed above to see its share price re-rated. However, if over the next ~12 months it gets Séguéla into production and close to budget, adds a few years of reserves at San Jose and receives a 12-year mine extension, and Lindero's production and costs remain on track, FSM should be one of the best performing gold/silver stocks in the sector. Those aren't lofty ambitions; they are realistic goals but by no means guarantees.
https://seekingalpha.com/article/4519076-fortuna-silver-prim…
Jorge A. Ganoza (Fortuna Silver Mines Inc.) Interview - Goldproduktion +93% und top Bohrergebnisse!
15.06.2022 | Jan Kneist
Fortuna Silver Mines Inc. (TSX: FVI, NYSE: FSM, WKN: A0ETVA) gelang es im 1. Quartal 2022, die Goldproduktion gegenüber dem Vorjahr um 93% zu steigern, da die Yaramoko Mine einbezogen wurde und Lindero sehr stabil produziert. Bei San Jose ging die Silberproduktion wegen geringeren Gehalten zurück. Fortuna erwirtschafte bei einem Umsatz von ca. 182 Mio. USD ein adjustiertes EBITDA von 80,3 Mio. USD, was einer Marge von 45% entspricht.
Das Management betrachtet das Unternehmen als unterbewertet und hat ein Aktien-Rückkaufprogramm gestartet. Der Bau der Séguela Mine läuft planmäßig und ist zu ca. 54% abgeschlossen. Gute Bohrergebnisse vergrößern die Ressourcen und das große Landpaket bietet noch viel mehr Entdeckungspotential, so daß man eine Erhöhung der Produktion schon jetzt ins Auge faßt.
Güße
15.06.2022 | Jan Kneist
Fortuna Silver Mines Inc. (TSX: FVI, NYSE: FSM, WKN: A0ETVA) gelang es im 1. Quartal 2022, die Goldproduktion gegenüber dem Vorjahr um 93% zu steigern, da die Yaramoko Mine einbezogen wurde und Lindero sehr stabil produziert. Bei San Jose ging die Silberproduktion wegen geringeren Gehalten zurück. Fortuna erwirtschafte bei einem Umsatz von ca. 182 Mio. USD ein adjustiertes EBITDA von 80,3 Mio. USD, was einer Marge von 45% entspricht.
Das Management betrachtet das Unternehmen als unterbewertet und hat ein Aktien-Rückkaufprogramm gestartet. Der Bau der Séguela Mine läuft planmäßig und ist zu ca. 54% abgeschlossen. Gute Bohrergebnisse vergrößern die Ressourcen und das große Landpaket bietet noch viel mehr Entdeckungspotential, so daß man eine Erhöhung der Produktion schon jetzt ins Auge faßt.
Güße
2021
207.192 Unzen Gold produziert
Ich denke das Fortuna im Jahr 2022 400.000 Unzen Gold produziert.
Dann müsste der Name in Fortuna Gold geändert werden.
Grüße
207.192 Unzen Gold produziert
Ich denke das Fortuna im Jahr 2022 400.000 Unzen Gold produziert.
Dann müsste der Name in Fortuna Gold geändert werden.
Grüße
Update zu Fortuna Silver - Gute Zahlen!
Das ist nicht mehr lustig. Volle verarsche des kleinen Anlegers. Echt schlimm
Trading Spotlight
Antwort auf Beitrag Nr.: 71.770.367 von waldis2000 am 13.06.22 16:52:11lol..
Also echt, was war das? Erst 8 Prozent hoch dann 10 Prozent runter. Jetzt ist sogar der positive Monatstrend am wackeln..
Also echt, was war das? Erst 8 Prozent hoch dann 10 Prozent runter. Jetzt ist sogar der positive Monatstrend am wackeln..
Antwort auf Beitrag Nr.: 71.756.477 von tn2017 am 10.06.22 20:10:43oder wie Gewonnen so zerronnen .
Wer sagt denn ....
Man darf nur nicht vom Glauben abkommen...
Man darf nur nicht vom Glauben abkommen...
sehr schöne Werte, hoffen wir aml, daß diese den Kurs etwas beleben können 😉
Fortuna drills 18.3 g/t gold over 11.9 meters at the Séguéla Project, Côte d’Ivoire
Sunbird Prospect drill highlights include:
SGRD1405: 18.3 g/t gold over an estimated true width of 11.9 meters from 168 meters
SGRD1408: 28.2 g/t gold over an estimated true width of 3.5 meters from 351 meters
SGRD1421: 6.1 g/t gold over an estimated true width of 8.4 meters from 252 meters
SGRD1422: 12.6 g/t gold over an estimated true width of 7.7 meters from 319 meters
https://ceo.ca/@nasdaq/fortuna-drills-183-gt-gold-over-119-m…
Sunbird Prospect drill highlights include:
SGRD1405: 18.3 g/t gold over an estimated true width of 11.9 meters from 168 meters
SGRD1408: 28.2 g/t gold over an estimated true width of 3.5 meters from 351 meters
SGRD1421: 6.1 g/t gold over an estimated true width of 8.4 meters from 252 meters
SGRD1422: 12.6 g/t gold over an estimated true width of 7.7 meters from 319 meters
https://ceo.ca/@nasdaq/fortuna-drills-183-gt-gold-over-119-m…
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