Diskussion zu Signal Gold [Anaconda Gold] (Seite 84)
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ISIN: CA82664T1012 · WKN: A3DK3Q · Symbol: Y8B
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Letzter Kurs 22.05.24 Tradegate
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| Wertpapier | Kurs | Perf. % |
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| 0,7405 | +33,42 | |
| 11.294,00 | +30,57 | |
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| 0,7700 | +16,67 | |
| 1,2800 | +15,32 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 5,3700 | -9,29 | |
| 79,11 | -9,58 | |
| 1,3900 | -10,32 | |
| 0,6873 | -14,09 | |
| 221,00 | -19,37 |
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Guten Tag zusammen! 
Liebe Goldies!
Ich habe seit November nichts mehr gepostet, weil es mir auf den Sack ging immer wieder zu schreiben, dass ich denke, dass der Kurs steigen wird, aber zuerst müssen wir noch weiter durch eine zeitliche Konsolidierungsphase.
Nun scheint diese abgeschlossen zu sein, mit Bruch des alten Widerstands aus August 2020 bei 0,78 CAD.
Mit Schlusskurs liegen wir jetzt sogar darüber!
Es wird weltweit immer mehr Geld gedruckt, bzw. es wird ja heute gar nicht mehr reell auf Papier gedruckt sondern nur noch per Knopfdruck auf der Computer Tastatur.
Dies bestätigt mich in der Annahme, dass Gold in diesem Jahr noch signifikant steigen wird.
Ich halte das aktuelle Tief für den Tiefpunkt oder vielleicht noch maximal 50 Punkte tiefer, aber spätestens bei 1.680 USD denke ich, dass wir das Tief gesehen haben und es kann dann auf zu neuen Ufern gehen, welche ich persönlich in dem Bereich 2.300-3.000 USD sehe für 2021.
Aber dies ist bitte nur meine persönliche Meinung!!!
Ich freue mich noch auf eine Verdreifachung des Kurses in diesem Jahr nach Bekanntgabe der Feasibility Studie!!!
Dies ist alles nur meine Meinung und stellt keinerlei Anlageberatung dar! Ich bin so investiert wie Ihr alle auch.
Ich wünsche allerseits einen guten Tag!
Liebe Goldies!
Ich habe seit November nichts mehr gepostet, weil es mir auf den Sack ging immer wieder zu schreiben, dass ich denke, dass der Kurs steigen wird, aber zuerst müssen wir noch weiter durch eine zeitliche Konsolidierungsphase.
Nun scheint diese abgeschlossen zu sein, mit Bruch des alten Widerstands aus August 2020 bei 0,78 CAD.
Mit Schlusskurs liegen wir jetzt sogar darüber!
Es wird weltweit immer mehr Geld gedruckt, bzw. es wird ja heute gar nicht mehr reell auf Papier gedruckt sondern nur noch per Knopfdruck auf der Computer Tastatur.
Dies bestätigt mich in der Annahme, dass Gold in diesem Jahr noch signifikant steigen wird.
Ich halte das aktuelle Tief für den Tiefpunkt oder vielleicht noch maximal 50 Punkte tiefer, aber spätestens bei 1.680 USD denke ich, dass wir das Tief gesehen haben und es kann dann auf zu neuen Ufern gehen, welche ich persönlich in dem Bereich 2.300-3.000 USD sehe für 2021.
Aber dies ist bitte nur meine persönliche Meinung!!!
Ich freue mich noch auf eine Verdreifachung des Kurses in diesem Jahr nach Bekanntgabe der Feasibility Studie!!!
Dies ist alles nur meine Meinung und stellt keinerlei Anlageberatung dar! Ich bin so investiert wie Ihr alle auch.
Ich wünsche allerseits einen guten Tag!
aus stockhouse von
DoumDiDoum
Due Dilligence Analysis: Is ANX Undervalued? (part 2)
February 28, 2021
Quelle: https://stockhouse.com/companies/bullboard?symbol=t.anx&post…
DoumDiDoum
Due Dilligence Analysis: Is ANX Undervalued? (part 2)
February 28, 2021
Quelle: https://stockhouse.com/companies/bullboard?symbol=t.anx&post…
aus stockhouse von
DoumDiDoum
Due Dilligence Analysis: Is ANX Undervalued? (part 1)
The new RE that was just published make of Goldoro the second largest gold deposit in Atlantic Canada (for now as would say GoldNHill as we could be the LARGEST with 5M Oz soon). So, as a matter of fact, I was looking at the current largest Gold project in Atlantic Canada, the Valentine Gold project owned by Marathon Gold (MOZ) in Newfoundland, and asked myself “OK, how do we compare to it?”.
Currently, Valentine has a RE of has 3.665M gold with 2.65M M+I and 1.215M Inferred in several deposits:
Marathon:
Resources: 1.92M M+I @1.65 g/t + 665.5K Inferred @1.96 g/t
Royalties: 2% Net Smelter Return
Leprechaun:
Resources: 643K M+I + 410K Inferred
Royalties: 7.5% on Net Profit Interest + 2% Net Smelter Return
Others:
Resources: 89.5K M+I + 139.5K Inferred
Royalties: 7.5% on Net Profit Interest + 2% Net Smelter Return
MOZ is currently working on its Feasibility Study but released a PFS in April 2020 giving the following results:
Mine Life: 12 years
Initial Capital needed: $272M CAN
Mill recovery rate: 93%
Average Annual Production: 145k ounces
AISC of $739 US an ounce
After-tax IRR of 36% and NPV 5% of C$472M (US$354M) based on US$1,350/oz gold, increasing to 55% and C$769M (US$577M) at US$1,650/oz gold.
Not bad at all. Now, we cannot really compare 2 projects only with the resources they have and make a simple rule of three as there are several factors that could influence the maths here. But seeing a SP of $2.65 and a market cap of $554M for MOZ VS a SP of $0.80 and a market cap of $125M, I’m just not getting it why ANX is not valued much closer to MOZ with close to 80% of the resources? Just with the rule of three, we should be around $440 market cap and a SP of $2.75 since ANX has less shares outstanding right? Well, it looks like it’s not the case.
At least, this simple calculation demonstrates that the market does not value ANX as much as MOZ. It could be that Mr. Market overvalues MOZ or undervalues ANX or both reasons at the same time. In order to go a bit further, I decided to do some due diligence and do an analysis to come up with some answers to these question: How much Mr. market should re-rate ANX with the new RE published last week and how will the coming milestones (PEA, FS, Financing) will influence this re-rate short term?
To get some guesstimates, I decided first to go through MOZ last 4 years of activities and accomplishments to have a sense of what could happen to ANX.
In this first part, I outlined the milestone and their impact on the stock price. I did not use the market cap as it’s very difficult and time consuming to get historical data about it. I put the milestones and important events in context by providing macro information like the gold price information and market sentiment. This way, we have a complete picture of the context.
My conclusion for this analysis is that a bad gold trend and market sentiment have a big say in the way the market receive fantastic news. While doing this research, I found out that MOZ has released some very positive NR not benefiting to the SP because they were published in a bad macro context. Logically, the SP got terrific increases when an important milestone was reached during a gold up trend. Also, I noted that RE and PFS reports are bringing more fuel to the SP than PEA. The two biggest SP increases were obtained with the first big RE update confirming a multi-million project in 2017 (+67%) and the publishing of the PFS in a gold uptrend (+100%). We can also note that drilling results published in gold up trends are quite efficient too as it helped the SP increase by bounces between +31% and +50% depending of the macro context.
As for financing, it does not seem to bring that much fuel except when a big name is associated to it. For example, when Mr. Pierre Lassonde participated in a private placement last November and the SP gain +30% in the following weeks.
If you want details about the research, below are the results for this first part of my due diligence. I will publish the rest of my DD in the coming days. Next step, I will try to assess the quality of the Goldboro deposit compared to the Valentine Gold project and see if we can suggest a fair value of THE BEAST to Mr. market.
February 27, 2021 - 09:57 PM
Quelle: https://stockhouse.com/companies/bullboard?symbol=t.anx&post…
DoumDiDoum
Due Dilligence Analysis: Is ANX Undervalued? (part 1)
The new RE that was just published make of Goldoro the second largest gold deposit in Atlantic Canada (for now as would say GoldNHill as we could be the LARGEST with 5M Oz soon). So, as a matter of fact, I was looking at the current largest Gold project in Atlantic Canada, the Valentine Gold project owned by Marathon Gold (MOZ) in Newfoundland, and asked myself “OK, how do we compare to it?”.
Currently, Valentine has a RE of has 3.665M gold with 2.65M M+I and 1.215M Inferred in several deposits:
Marathon:
Resources: 1.92M M+I @1.65 g/t + 665.5K Inferred @1.96 g/t
Royalties: 2% Net Smelter Return
Leprechaun:
Resources: 643K M+I + 410K Inferred
Royalties: 7.5% on Net Profit Interest + 2% Net Smelter Return
Others:
Resources: 89.5K M+I + 139.5K Inferred
Royalties: 7.5% on Net Profit Interest + 2% Net Smelter Return
MOZ is currently working on its Feasibility Study but released a PFS in April 2020 giving the following results:
Mine Life: 12 years
Initial Capital needed: $272M CAN
Mill recovery rate: 93%
Average Annual Production: 145k ounces
AISC of $739 US an ounce
After-tax IRR of 36% and NPV 5% of C$472M (US$354M) based on US$1,350/oz gold, increasing to 55% and C$769M (US$577M) at US$1,650/oz gold.
Not bad at all. Now, we cannot really compare 2 projects only with the resources they have and make a simple rule of three as there are several factors that could influence the maths here. But seeing a SP of $2.65 and a market cap of $554M for MOZ VS a SP of $0.80 and a market cap of $125M, I’m just not getting it why ANX is not valued much closer to MOZ with close to 80% of the resources? Just with the rule of three, we should be around $440 market cap and a SP of $2.75 since ANX has less shares outstanding right? Well, it looks like it’s not the case.
At least, this simple calculation demonstrates that the market does not value ANX as much as MOZ. It could be that Mr. Market overvalues MOZ or undervalues ANX or both reasons at the same time. In order to go a bit further, I decided to do some due diligence and do an analysis to come up with some answers to these question: How much Mr. market should re-rate ANX with the new RE published last week and how will the coming milestones (PEA, FS, Financing) will influence this re-rate short term?
To get some guesstimates, I decided first to go through MOZ last 4 years of activities and accomplishments to have a sense of what could happen to ANX.
In this first part, I outlined the milestone and their impact on the stock price. I did not use the market cap as it’s very difficult and time consuming to get historical data about it. I put the milestones and important events in context by providing macro information like the gold price information and market sentiment. This way, we have a complete picture of the context.
My conclusion for this analysis is that a bad gold trend and market sentiment have a big say in the way the market receive fantastic news. While doing this research, I found out that MOZ has released some very positive NR not benefiting to the SP because they were published in a bad macro context. Logically, the SP got terrific increases when an important milestone was reached during a gold up trend. Also, I noted that RE and PFS reports are bringing more fuel to the SP than PEA. The two biggest SP increases were obtained with the first big RE update confirming a multi-million project in 2017 (+67%) and the publishing of the PFS in a gold uptrend (+100%). We can also note that drilling results published in gold up trends are quite efficient too as it helped the SP increase by bounces between +31% and +50% depending of the macro context.
As for financing, it does not seem to bring that much fuel except when a big name is associated to it. For example, when Mr. Pierre Lassonde participated in a private placement last November and the SP gain +30% in the following weeks.
If you want details about the research, below are the results for this first part of my due diligence. I will publish the rest of my DD in the coming days. Next step, I will try to assess the quality of the Goldboro deposit compared to the Valentine Gold project and see if we can suggest a fair value of THE BEAST to Mr. market.
February 27, 2021 - 09:57 PM
Quelle: https://stockhouse.com/companies/bullboard?symbol=t.anx&post…
https://www.goldseiten.de/artikel/477160--Wie-man-unter-den-…
der Artikel trifft ganz gut auch auf unserere Schlange zu
der Artikel trifft ganz gut auch auf unserere Schlange zu
die Zahlen sind übrigens auch raus:
Anaconda Mining Announces Q4 and Full Year 2020 Financial Results; Generates Record Cash Flow From Operating Activities of $14.1 Million in 2020
https://www.goldseiten.de/artikel/484723--Anaconda-Mining-An…
Anaconda Mining Announces Q4 and Full Year 2020 Financial Results; Generates Record Cash Flow From Operating Activities of $14.1 Million in 2020
https://www.goldseiten.de/artikel/484723--Anaconda-Mining-An…
Trading Spotlight
ganz ehrlich in D absolut kein Interesse !
nach unten,
Klitsche,
Klitsche,
Die Feder ist gespannt !
Aber ich denke dieses und nächstes Jahr, das werden doch mal unsere Jahre als Langzeitinvestierte.
Wie sagte IQ immer: heuer werden wir schöne Weihnachten haben
.
Wo ist wirklich IQ4U? Scheint in anderen Foren aktiv zu sein und hier als Großaktionär?
Wie sagte IQ immer: heuer werden wir schöne Weihnachten haben
.Wo ist wirklich IQ4U? Scheint in anderen Foren aktiv zu sein und hier als Großaktionär?
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