Focus Minerals, Spekulation der Woche (Seite 1037)
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kaum steig ich ein und schon fällt der kurs;
Wie wird es weitergehen, welche nachrichten stehen an, soll man investiert bleiben, was meinen die experten
Wie wird es weitergehen, welche nachrichten stehen an, soll man investiert bleiben, was meinen die experten
0,39 AUD
wie war der schlusskurs in AUD??
Was erwartet uns in Zukunft, und mit welchen nachrichten können wir rechnen???????
Was erwartet uns in Zukunft, und mit welchen nachrichten können wir rechnen???????
September 16, 2009
Focus Minerals Turns An Early Profit, And There Should Be More To Come As It Cracks The Geology At Coolgardie Wide Open
By Our Man in Oz
Albert Einstein perfected the art of thinking when he spent years working out how the universe works. Focus Minerals is doing something a little less challenging, but potentially more rewarding. It has a geological team thinking about how the Coolgardie goldfield works, and if early results are a guide, one of the great mysteries of Australian mining might soon be unravelled. Discovered before Kalgoorlie, the biggest of Australia’s goldfields about 40 kilometres to the east, Coolgardie has been a poor relation for a heap of reasons, but especially because too many owners prevented consolidation and thereby prevented a single, focussed, look at how the field was formed and how it might be tackled as a single project. But a focussed looked is exactly what’s is starting to happen now, as Focus this week delivered on its promise of early profits at Coolgardie, whilst also assuring investors that there is a lot more to come as gold production rises. The company also provided Minesite with an exclusive sneak preview of the blue-sky promise of something very big that’s sitting in the background.
The immediate good news for Focus shareholders lies in the modest maiden pre-tax profit for the year to 30th June of A$15.9 million, which nets down to a A$3.15 million, and was reported on Tuesday 15th September. Management didn’t describe this as a bonus, but that’s certainly one way of looking at this particular profit, which was generated by toll-treating ore ahead of the completion of a major upgrade at the company’s own processing plant. Still, as an insight into the problems involved in renting time on somebody else’s equipment, it’s worth noting that Focus was able to produce 41,401 ounces of gold in the year at a cost of A$603 per ounce, but forced to leave around 10,000 ounces in a stockpile of ore waiting to be treated.
The unprocessed stockpile is also an indication that Focus as a company is still a work in progress. Chief executive Campbell Baird said production will double over the next year or so, and that costs will fall, as the company enjoys the double benefit of rising ore output from its own mines and treating the ore in its own plant. And, he continued, “the growing cash flow will ensure that we can convert a substantial share of our 1.8 million ounce resource base into reserves, giving Focus a long-life operation with robust margins and a strong growth profile”.
On the market, investors have reacted positively to the news that Focus has been hitting its targets. The stock has risen by an eye-catching 45 per cent over the past two weeks, up from A2.6 cents to A3.8 cents, low numbers which reflect the monstrous amount of paper in circulation: 2.65 billion shares. At some point management will address that cumbersome capital base, if only because an ultra-low share price creates a belief that the stock is a penny dreadful. That is certainly not the case with Focus, though its current corporate value of just A$95 million is rather missing the point that this is a company which is getting a lot right. It is profitable, it has rising production, it will switch on its own processing plant in about two months, and it has an entire goldfield to play with.
And it was that final point which Minesite’s Man in Oz found exceptionally interesting while talking to Campbell about the Tuesday profit report. After discussing the result itself, which, he said, was “a start”, the conversation then ranged around work on the Three Mile Hill plant, which is going well, cost controls, which are tight, mine planning, which is on schedule, and exploration, which is looking good. Talk then moved on to the bigger picture - the goldfield itself – and that’s when a curious secret emerged about what’s happening at Focus. And it has everything to do with a company geologist who had time to think, because he was too ill to work in the field.
“His time in the office over the past six months hasn’t been wasted”, Campbell said. “He has been looking at anything and everything that has been done on the place for the past 100 years, starting at a regional look, and then down to the micro level, and consolidating all that information into a single file.” That work led to the compilation of a “diorite model”, diorite being a rock type which is a host to gold-bearing ores and, which, in some locations, is gold-bearing itself.
“The model looked at the Tindals area, and within that we’ve started to get a much better idea of the geology of the various mines which have been worked over the years, such as Tindals itself, Countess, Perseverance and Empress”, Campbell said. “That work has provided a good look at how the orebodies in those mines sit within the diorite, and what might lie deeper under those old mines.” The importance of having the time to look at historic data, and to then think about what it means, cannot be over-stated. For the first time a company has its foot on most of the Coolgardie goldfield and for the first time its complex geology is being analysed as a single, large, opportunity, rather than a hodge-podge of separate mines, and all the separate agendas that that entails.
Campbell said the combination of rising profit levels as production heads towards 100,000 ounces a year from 2011, and the detailed analysis of the region, has changed the way Focus will be operating. “Until now we’ve been running a very tight ship, telling our exploration team that you can’t spend money”, he said. “Now we’re telling them you can spend money - give us a drilling proposal. But the problem with that is that after such a tight time we’re only generating proposals to hit the bare minimum. What we want is for more thinking about the bigger picture, and drilling which will take us to a new level. There’s no point in only having enough ore for a couple of years ahead, we want to go far beyond that.”
It’s while listening to Campbell detail the production targets from the various mines being operated by Focus in the Coolgardie area, and hearing tell of the sick geologist pouring over historic papers, that the penny drops for Minesite’s Man in Oz. This leads to the following question for Campbell: Is what you’re doing an important step in unlocking the long-hidden secrets of the Coolgardie goldfield? “Absolutely”, Campbell said. He talked of the potential of the Lindsays deposit, as well as others like Bailey’s, Queen of Sheba, and King Solomon, the last three of which are all in a really tight area, with no drilling in between them. “When you load up the data, you find that previous owners have only ever drilled 50 metres in front of their operations, and then 20 metres left, or right. I really think that this is a huge opportunity over the next 12 to 24 months for us to start looking at the enormous potential of the ground position we hold. At this current gold price we have the money to spend, and we have the new exploration tools which will allow us to have serious crack at this place.”
Quelle: minesite.com
Focus Minerals Turns An Early Profit, And There Should Be More To Come As It Cracks The Geology At Coolgardie Wide Open
By Our Man in Oz
Albert Einstein perfected the art of thinking when he spent years working out how the universe works. Focus Minerals is doing something a little less challenging, but potentially more rewarding. It has a geological team thinking about how the Coolgardie goldfield works, and if early results are a guide, one of the great mysteries of Australian mining might soon be unravelled. Discovered before Kalgoorlie, the biggest of Australia’s goldfields about 40 kilometres to the east, Coolgardie has been a poor relation for a heap of reasons, but especially because too many owners prevented consolidation and thereby prevented a single, focussed, look at how the field was formed and how it might be tackled as a single project. But a focussed looked is exactly what’s is starting to happen now, as Focus this week delivered on its promise of early profits at Coolgardie, whilst also assuring investors that there is a lot more to come as gold production rises. The company also provided Minesite with an exclusive sneak preview of the blue-sky promise of something very big that’s sitting in the background.
The immediate good news for Focus shareholders lies in the modest maiden pre-tax profit for the year to 30th June of A$15.9 million, which nets down to a A$3.15 million, and was reported on Tuesday 15th September. Management didn’t describe this as a bonus, but that’s certainly one way of looking at this particular profit, which was generated by toll-treating ore ahead of the completion of a major upgrade at the company’s own processing plant. Still, as an insight into the problems involved in renting time on somebody else’s equipment, it’s worth noting that Focus was able to produce 41,401 ounces of gold in the year at a cost of A$603 per ounce, but forced to leave around 10,000 ounces in a stockpile of ore waiting to be treated.
The unprocessed stockpile is also an indication that Focus as a company is still a work in progress. Chief executive Campbell Baird said production will double over the next year or so, and that costs will fall, as the company enjoys the double benefit of rising ore output from its own mines and treating the ore in its own plant. And, he continued, “the growing cash flow will ensure that we can convert a substantial share of our 1.8 million ounce resource base into reserves, giving Focus a long-life operation with robust margins and a strong growth profile”.
On the market, investors have reacted positively to the news that Focus has been hitting its targets. The stock has risen by an eye-catching 45 per cent over the past two weeks, up from A2.6 cents to A3.8 cents, low numbers which reflect the monstrous amount of paper in circulation: 2.65 billion shares. At some point management will address that cumbersome capital base, if only because an ultra-low share price creates a belief that the stock is a penny dreadful. That is certainly not the case with Focus, though its current corporate value of just A$95 million is rather missing the point that this is a company which is getting a lot right. It is profitable, it has rising production, it will switch on its own processing plant in about two months, and it has an entire goldfield to play with.
And it was that final point which Minesite’s Man in Oz found exceptionally interesting while talking to Campbell about the Tuesday profit report. After discussing the result itself, which, he said, was “a start”, the conversation then ranged around work on the Three Mile Hill plant, which is going well, cost controls, which are tight, mine planning, which is on schedule, and exploration, which is looking good. Talk then moved on to the bigger picture - the goldfield itself – and that’s when a curious secret emerged about what’s happening at Focus. And it has everything to do with a company geologist who had time to think, because he was too ill to work in the field.
“His time in the office over the past six months hasn’t been wasted”, Campbell said. “He has been looking at anything and everything that has been done on the place for the past 100 years, starting at a regional look, and then down to the micro level, and consolidating all that information into a single file.” That work led to the compilation of a “diorite model”, diorite being a rock type which is a host to gold-bearing ores and, which, in some locations, is gold-bearing itself.
“The model looked at the Tindals area, and within that we’ve started to get a much better idea of the geology of the various mines which have been worked over the years, such as Tindals itself, Countess, Perseverance and Empress”, Campbell said. “That work has provided a good look at how the orebodies in those mines sit within the diorite, and what might lie deeper under those old mines.” The importance of having the time to look at historic data, and to then think about what it means, cannot be over-stated. For the first time a company has its foot on most of the Coolgardie goldfield and for the first time its complex geology is being analysed as a single, large, opportunity, rather than a hodge-podge of separate mines, and all the separate agendas that that entails.
Campbell said the combination of rising profit levels as production heads towards 100,000 ounces a year from 2011, and the detailed analysis of the region, has changed the way Focus will be operating. “Until now we’ve been running a very tight ship, telling our exploration team that you can’t spend money”, he said. “Now we’re telling them you can spend money - give us a drilling proposal. But the problem with that is that after such a tight time we’re only generating proposals to hit the bare minimum. What we want is for more thinking about the bigger picture, and drilling which will take us to a new level. There’s no point in only having enough ore for a couple of years ahead, we want to go far beyond that.”
It’s while listening to Campbell detail the production targets from the various mines being operated by Focus in the Coolgardie area, and hearing tell of the sick geologist pouring over historic papers, that the penny drops for Minesite’s Man in Oz. This leads to the following question for Campbell: Is what you’re doing an important step in unlocking the long-hidden secrets of the Coolgardie goldfield? “Absolutely”, Campbell said. He talked of the potential of the Lindsays deposit, as well as others like Bailey’s, Queen of Sheba, and King Solomon, the last three of which are all in a really tight area, with no drilling in between them. “When you load up the data, you find that previous owners have only ever drilled 50 metres in front of their operations, and then 20 metres left, or right. I really think that this is a huge opportunity over the next 12 to 24 months for us to start looking at the enormous potential of the ground position we hold. At this current gold price we have the money to spend, and we have the new exploration tools which will allow us to have serious crack at this place.”
Quelle: minesite.com
Also auf minesite steht auch was.
cu DL..mein denglisch is tooooooooooooo bad to translate....auf gut deutsch...ich bin eine faule Sau
cu DL..mein denglisch is tooooooooooooo bad to translate....auf gut deutsch...ich bin eine faule Sau
Trading Spotlight
Antwort auf Beitrag Nr.: 38.003.293 von S342 am 17.09.09 18:42:06genau
aber bei aktuellem Goldpreis von 1.160 AUD und Produktionskosten von 530 AUD sind es sogar 118% Marge
aber bei aktuellem Goldpreis von 1.160 AUD und Produktionskosten von 530 AUD sind es sogar 118% Marge
Antwort auf Beitrag Nr.: 38.002.896 von IIBI am 17.09.09 17:51:43100%
Oder besser: Hundärtbrozähnt?
Alles klar
Oder besser: Hundärtbrozähnt?
Alles klar
so ist es, wenn aber erstmal alle kapieren, wieviel Geld Focus in den nächsten Monaten verdienen wird, dann wird es weiter hoch gehen.
Laut dem heutigen Interview werden die Cashkosten je Unze um weitere 70 AUD fallen. Damit also in den Bereich von 530 AUD je Unze!
Also bereits beim aktuellen Goldpreis 100% Marge je Unze die produziert wird!
habs aber immer gesagt, Focus ist eine Cashmaschine und bis wir ein KGV von größer 5 erreicht haben muss man sich hier mittelfristig nur Gedanken machen, wann und wieviel man weiter kauft. der rest ist nerviges Trading wovon ich total Abstand nehmen werde!
KGV von 5 würde am aktuellen Niveau einen Kurs von 9 AUD Cent bedeuten, KGV von 10 entsprechend 18 AUD Cent.
In Übertreibungsphasen werden Minenaktien mit KGVs von über 20 und höher gehandelt. also bitte jeder wie er denkt.
Laut dem heutigen Interview werden die Cashkosten je Unze um weitere 70 AUD fallen. Damit also in den Bereich von 530 AUD je Unze!
Also bereits beim aktuellen Goldpreis 100% Marge je Unze die produziert wird!
habs aber immer gesagt, Focus ist eine Cashmaschine und bis wir ein KGV von größer 5 erreicht haben muss man sich hier mittelfristig nur Gedanken machen, wann und wieviel man weiter kauft. der rest ist nerviges Trading wovon ich total Abstand nehmen werde!
KGV von 5 würde am aktuellen Niveau einen Kurs von 9 AUD Cent bedeuten, KGV von 10 entsprechend 18 AUD Cent.
In Übertreibungsphasen werden Minenaktien mit KGVs von über 20 und höher gehandelt. also bitte jeder wie er denkt.
bin gespannt wo unsere focus die nächsten tage hinläuft. rein technisch gesehen, würde eine kleine konsi nicht schlecht tun.
sollte der goldpreis weiteranziehen, wird focus aber im gleichschritt marschieren.
sollte der goldpreis weiteranziehen, wird focus aber im gleichschritt marschieren.
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Focus Minerals, Spekulation der Woche
