Think big - think ZINC! Trevali Resources Produzent in 6 Monaten (Seite 194)
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Beitrag zu dieser Diskussion schreiben
( Meiner Meinung nach gerade von M Partners gelesen: )
INITIATING COVERAGE
We are initiating coverage of Trevali Resources Corp. (TV-TSX) with a BUY
recommendation and a twelve-month target price of $3.50 per share, representing a
potential return of 60% over yesterday’s closing price of $2.19 per share.
INVESTMENT THESIS
Trevali Resources is restarting production at its Santander silver-lead-zinc mine in westcentral
Peru by Q1 2012 and is set to become an intermediate polymetallic mining
company focused on the Americas after completing a friendly takeover of Kria
Resources (KIA-TSXV).
Santander: Through a strategic partnership, Trevali will focus on Santander’s excellent
exploration potential while Glencore International AG will provide and manage contract
mining services as well as fund construction of a modern 2,000 tpd mill in return for a
concentrate off-take agreement. Santander hosts several deposits along the Magistral
and Santander Faults with a combined 12.3Mt resource containing 1.1B lb Zn, 0.2B lb
Pb and 11M oz Ag.
Kria: Production will begin at its Halfmile-Stratmat Mine in New Brunswick by Q2 2011
supplying feed on a toll-milling basis to Xstrata Zinc’s Brunswick 12 Mine while
construction of a mill at Halfmile is evaluated further. Halfmile and Stratmat have a
combined 17.8Mt resource containing 2.8B lb Zn, 0.9B lb Pb and 20M oz Ag. Kria’s
Ruttan project in Manitoba has a 19.8Mt resource containing 0.6B lb Zn and 0.5B lb Cu.
With few publicly-listed polymetallic producers, we anticipate increasing investor
attention as exploration at Santander delivers another 5Mt of resources ahead of initial
production in Q1 2012 and Trevali completes the friendly takeover of Kria Resources in
Q2 2011.
VALUATION
We developed a Santander NPV model ($219M @ 11% discount rate) and Tingo NPV
model ($9M @ 8% discount rate) that along with fully diluted cash of $23M less longterm
debt of $3M resulted in a NAV of $249 million or C$3.45 NAV per fully diluted
share. Highlights of our valuation model assumptions are:
INITIATING COVERAGE
We are initiating coverage of Trevali Resources Corp. (TV-TSX) with a BUY
recommendation and a twelve-month target price of $3.50 per share, representing a
potential return of 60% over yesterday’s closing price of $2.19 per share.
INVESTMENT THESIS
Trevali Resources is restarting production at its Santander silver-lead-zinc mine in westcentral
Peru by Q1 2012 and is set to become an intermediate polymetallic mining
company focused on the Americas after completing a friendly takeover of Kria
Resources (KIA-TSXV).
Santander: Through a strategic partnership, Trevali will focus on Santander’s excellent
exploration potential while Glencore International AG will provide and manage contract
mining services as well as fund construction of a modern 2,000 tpd mill in return for a
concentrate off-take agreement. Santander hosts several deposits along the Magistral
and Santander Faults with a combined 12.3Mt resource containing 1.1B lb Zn, 0.2B lb
Pb and 11M oz Ag.
Kria: Production will begin at its Halfmile-Stratmat Mine in New Brunswick by Q2 2011
supplying feed on a toll-milling basis to Xstrata Zinc’s Brunswick 12 Mine while
construction of a mill at Halfmile is evaluated further. Halfmile and Stratmat have a
combined 17.8Mt resource containing 2.8B lb Zn, 0.9B lb Pb and 20M oz Ag. Kria’s
Ruttan project in Manitoba has a 19.8Mt resource containing 0.6B lb Zn and 0.5B lb Cu.
With few publicly-listed polymetallic producers, we anticipate increasing investor
attention as exploration at Santander delivers another 5Mt of resources ahead of initial
production in Q1 2012 and Trevali completes the friendly takeover of Kria Resources in
Q2 2011.
VALUATION
We developed a Santander NPV model ($219M @ 11% discount rate) and Tingo NPV
model ($9M @ 8% discount rate) that along with fully diluted cash of $23M less longterm
debt of $3M resulted in a NAV of $249 million or C$3.45 NAV per fully diluted
share. Highlights of our valuation model assumptions are:
Antwort auf Beitrag Nr.: 41.120.354 von Vulkanbezwinger am 28.02.11 19:37:00Danke dir Tasche für die Antwort. Hätteste aber auch ruhig hier reinstellen können.
Schöne Grüße,
Vulki
Schöne Grüße,
Vulki
Antwort auf Beitrag Nr.: 41.120.053 von Taschenrechner am 28.02.11 19:00:37He Tasche,
wie lange müssen sie denn noch schweigen?
Wir mögen keine Stille ;-)
wie lange müssen sie denn noch schweigen?
Wir mögen keine Stille ;-)
Auch wenn Trevali wegen KRIA noch schweigen
muß, den Telefonstecker habens gewiß nicht
gezogen, das wird ein richtig großer Produzent.
Tasche
muß, den Telefonstecker habens gewiß nicht
gezogen, das wird ein richtig großer Produzent.
Tasche
Antwort auf Beitrag Nr.: 41.102.564 von married am 24.02.11 20:18:01Ein bißchen andere Infos...
Glencore going public
Kind of off topic but an interesting read.Here's the story:
http://finance.yahoo.com/news/Glencore-I..." target="_blank" rel="nofollow ugc noopener">http://finance.yahoo.com/news/Glencore-I...
And a semi-relevent excerpt:
Glencore, whose one-third holding in mining group Xstrata (LSE:XTA.L - News) is a key asset, would also start talking to possible cornerstone investors who would be expected to subscribe to large stakes, the second source close to the situation said.
And of course let's remember that Xstrata is a major holder of Kria and when the merger occurs will be a major holder of Trevali.
http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks…
Glencore going public
Kind of off topic but an interesting read.Here's the story:
http://finance.yahoo.com/news/Glencore-I..." target="_blank" rel="nofollow ugc noopener">http://finance.yahoo.com/news/Glencore-I...
And a semi-relevent excerpt:
Glencore, whose one-third holding in mining group Xstrata (LSE:XTA.L - News) is a key asset, would also start talking to possible cornerstone investors who would be expected to subscribe to large stakes, the second source close to the situation said.
And of course let's remember that Xstrata is a major holder of Kria and when the merger occurs will be a major holder of Trevali.
http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks…
Zitat von married:
Ein Crösschen.
Das sollte man ( wie früher ) 2 Tage lang feiern.
13:59:57 T 2.27 -0.03 500,000 33 Canaccord 33 Canaccord K
13:39:22 T 2.27 -0.03 6,700 46 Macquarie 1 Anonymous KW
13:39:22 T 2.27 -0.03 400 1 Anonymous 1 Anonymous KW
13:02:05 T 2.28 -0.02 1,500 89 Raymond James 15 UBS K
13:02:05 T 2.28 -0.02 1,000 89 Raymond James 101 Newedge K
13:02:05 T 2.28 -0.02 900 89 Raymond James 15 UBS K
13:02:05 T 2.27 -0.03 1,000 89 Raymond James 1 Anonymous K
13:01:36 T 2.24 -0.06 400 89 Raymond James 1 Anonymous K
13:01:36 T 2.24 -0.06 400 89 Raymond James 1 Anonymous K
13:01:20 T 2.24 -0.06 12,900 9 BMO Nesbitt 1 Anonymous K
Antwort auf Beitrag Nr.: 41.094.112 von MarcusRWD am 23.02.11 18:22:35
Ein Crösschen.
Das sollte man ( wie früher ) 2 Tage lang feiern.
13:59:57 T 2.27 -0.03 500,000 33 Canaccord 33 Canaccord K
13:39:22 T 2.27 -0.03 6,700 46 Macquarie 1 Anonymous KW
13:39:22 T 2.27 -0.03 400 1 Anonymous 1 Anonymous KW
13:02:05 T 2.28 -0.02 1,500 89 Raymond James 15 UBS K
13:02:05 T 2.28 -0.02 1,000 89 Raymond James 101 Newedge K
13:02:05 T 2.28 -0.02 900 89 Raymond James 15 UBS K
13:02:05 T 2.27 -0.03 1,000 89 Raymond James 1 Anonymous K
13:01:36 T 2.24 -0.06 400 89 Raymond James 1 Anonymous K
13:01:36 T 2.24 -0.06 400 89 Raymond James 1 Anonymous K
13:01:20 T 2.24 -0.06 12,900 9 BMO Nesbitt 1 Anonymous K
Ein Crösschen.
Das sollte man ( wie früher ) 2 Tage lang feiern.
13:59:57 T 2.27 -0.03 500,000 33 Canaccord 33 Canaccord K
13:39:22 T 2.27 -0.03 6,700 46 Macquarie 1 Anonymous KW
13:39:22 T 2.27 -0.03 400 1 Anonymous 1 Anonymous KW
13:02:05 T 2.28 -0.02 1,500 89 Raymond James 15 UBS K
13:02:05 T 2.28 -0.02 1,000 89 Raymond James 101 Newedge K
13:02:05 T 2.28 -0.02 900 89 Raymond James 15 UBS K
13:02:05 T 2.27 -0.03 1,000 89 Raymond James 1 Anonymous K
13:01:36 T 2.24 -0.06 400 89 Raymond James 1 Anonymous K
13:01:36 T 2.24 -0.06 400 89 Raymond James 1 Anonymous K
13:01:20 T 2.24 -0.06 12,900 9 BMO Nesbitt 1 Anonymous K
Antwort auf Beitrag Nr.: 41.091.776 von putzig am 23.02.11 14:00:51Dann lass dich über die HP von Cardero als Shareholder registrieren und schreib Nancy an. Die sollte bis 28.02. In Urlaub sein.
Sie wird dir sagen können, ob die restlichen 9 Mio Kria Warrants lt News bereits eingelöst wurden.
Das Ergebnis kannst du dann ja einstellen hier.
Illex
Sie wird dir sagen können, ob die restlichen 9 Mio Kria Warrants lt News bereits eingelöst wurden.
Das Ergebnis kannst du dann ja einstellen hier.
Illex
Antwort auf Beitrag Nr.: 41.091.776 von putzig am 23.02.11 14:00:51in situ natürlich nicht is situ