Think big - think ZINC! Trevali Resources Produzent in 6 Monaten (Seite 23)
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Antwort auf Beitrag Nr.: 54.532.560 von tntxrxwelle am 14.03.17 12:43:37Tja, es wird heute eine Achterbahnfahrt der Kurse geben. Falls die Zinkpreise wieder anziehen sollten, wäre das Konstrukt nach den gestrigen News positiv. Dann darf es dann aber keinen makroökonomischen Einschlag geben!
Antwort auf Beitrag Nr.: 54.531.516 von stockrush am 14.03.17 10:25:29Ich bin zwar nicht investiert, aber hatte Trevali immer auf der watch, weil es einer der wenigen reinen Zink-player ist. Das Management gefällt mir nicht. Im Endeffekt hatten Sie Glück, dass sie mit ihren Produktionsstarts in eine Zinkhausse gestolpert sind.
Nun also all-in das ganz große Rad. Wenn die Zinkpreise auf dem Niveau o. höher verharren, alles fein. Falls es mal wieder in den 0,70-0,80 lbs Bereich geht, käme das Ende relativ schnell. Ich find's recht hirnverbrannt, aber wenn man Zinkbulle wäre, würde sich der Hebel nun erhöhen.
Nun also all-in das ganz große Rad. Wenn die Zinkpreise auf dem Niveau o. höher verharren, alles fein. Falls es mal wieder in den 0,70-0,80 lbs Bereich geht, käme das Ende relativ schnell. Ich find's recht hirnverbrannt, aber wenn man Zinkbulle wäre, würde sich der Hebel nun erhöhen.
Hallo ?
Ist hier überhaupt noch jemand investiert ? Gestern kam diese News :
https://www.trevali.com/news/2017/trevali-announces-agreemen…
Auf stockhouse wird intensiv diskutiert. Ich finde den deal sehr riskant. Sich so stark auf Zink zu konzentrieren, ist sehr gefährlich.
Was passiert wennn der Zinkpreis nicht auf diesem Niveau verharrt oder gar fällt ? kann man sich so 100%ig sicher sein , dass der Zinkpreis steigen wird. Sorry, das ist Roulette in meinen Augen.
Was passiert, wenn es zu einer Verschlechterung der weltpoltiischen und -ökonomischen Verhältnisse kommt ? ich halte die Lage diesbzgl. für recth instabil. Zerfall der Eurozone und des Euros drohen. Die Immobilienblase in China könnte platzen usw und sofort.
Das Allerschlimmste aber ist die massive Verwässerung mit ca. 800 Millionen Aktien!!! Ein Schlag ins Gesicht aller Aktionäre!!! Warum konzentriert sich Trevali nicht auf die Entwicklung von Santander und Caribou, Halfmile, Stratmat ? Da sieht es doch fantastsch aus. Die Schulden könnten sie dioeses Jahr begleichen und Trevali zu einem profitablen Unternehm,en machen statt riskannte Assets von Glencore zu übernehmen. Nigeria ? Afrika? Nee Danke, wollte ich noch nicht Mal geschenkt haben. Viel zu riskant.
UND weiß man denn tatsächlich was über die übernommenen Firmen ? Sehr diffus das Ganze.
Ich wäre froh wenn gegen den Deal ein Veto eingelegt werden könnte :
TREVALI SHAREHOLDERS’ MEETING
As required by the TSX, Trevali will seek shareholder approval to issue the common shares in connection with the Transaction and the Offering. The special meeting of Trevali shareholders (the “Trevali Meeting”) is expected to be held during the second quarter of 2017.
The Board, with interested directors abstaining, based in part on the recommendation of the Special Committee (as defined below), has unanimously determined that the proposed Transaction is fair and in the best interests of the Company and will recommend that shareholders vote in favour of resolutions supporting the Transaction.
Ist hier überhaupt noch jemand investiert ? Gestern kam diese News :
https://www.trevali.com/news/2017/trevali-announces-agreemen…
Auf stockhouse wird intensiv diskutiert. Ich finde den deal sehr riskant. Sich so stark auf Zink zu konzentrieren, ist sehr gefährlich.
Was passiert wennn der Zinkpreis nicht auf diesem Niveau verharrt oder gar fällt ? kann man sich so 100%ig sicher sein , dass der Zinkpreis steigen wird. Sorry, das ist Roulette in meinen Augen.
Was passiert, wenn es zu einer Verschlechterung der weltpoltiischen und -ökonomischen Verhältnisse kommt ? ich halte die Lage diesbzgl. für recth instabil. Zerfall der Eurozone und des Euros drohen. Die Immobilienblase in China könnte platzen usw und sofort.
Das Allerschlimmste aber ist die massive Verwässerung mit ca. 800 Millionen Aktien!!! Ein Schlag ins Gesicht aller Aktionäre!!! Warum konzentriert sich Trevali nicht auf die Entwicklung von Santander und Caribou, Halfmile, Stratmat ? Da sieht es doch fantastsch aus. Die Schulden könnten sie dioeses Jahr begleichen und Trevali zu einem profitablen Unternehm,en machen statt riskannte Assets von Glencore zu übernehmen. Nigeria ? Afrika? Nee Danke, wollte ich noch nicht Mal geschenkt haben. Viel zu riskant.
UND weiß man denn tatsächlich was über die übernommenen Firmen ? Sehr diffus das Ganze.
Ich wäre froh wenn gegen den Deal ein Veto eingelegt werden könnte :
TREVALI SHAREHOLDERS’ MEETING
As required by the TSX, Trevali will seek shareholder approval to issue the common shares in connection with the Transaction and the Offering. The special meeting of Trevali shareholders (the “Trevali Meeting”) is expected to be held during the second quarter of 2017.
The Board, with interested directors abstaining, based in part on the recommendation of the Special Committee (as defined below), has unanimously determined that the proposed Transaction is fair and in the best interests of the Company and will recommend that shareholders vote in favour of resolutions supporting the Transaction.
https://www.streetwisereports.com/pub/na/17289?utm_source=de…
...Our favorite zinc producer is Trevali Mining Corp. (TV:TSX; TV:BVL; TREVF: OTCQX). It's the only pure-play zinc opportunity listed in Canada. If you like zinc, play this. It's not expensive at these levels, but if zinc does have a global shortage, then zinc prices are going to spike. When it spikes, Trevali has to do the same. We own a lot of Trevali; the stock is not expensive. Trevali offers good management and good people, and has two operating mines, one in Canada, one in Peru.
Paul Beattie is the cofounder and managing partner of PT Global Growth Fund LP. From 2000 to 2006, he was the cofounder and managing partner of a boutique investment bank, Stable Capital Advisors. He has extensive experience in private equity including raising investment capital for alternative asset funds from within Canada and abroad. Beattie was the founding executive of Telesystem International Wireless in 1994 and its predecessor company in 1992, and was Vice-President, Mergers and Acquisitions, involved in all aspects of financing activities. Beattie began his career as investment banker from 1986 to 1991 at Merrill Lynch Canada Inc., in the position of Vice-President, Corporate Finance, and was involved in a diverse range of advisory assignments and capital markets activities. He holds an MBA from INSEAD, France, and a Bachelor of Commerce (Honours) from Queen's University, Canada.
Freundliche Grüße
supernova
...Our favorite zinc producer is Trevali Mining Corp. (TV:TSX; TV:BVL; TREVF: OTCQX). It's the only pure-play zinc opportunity listed in Canada. If you like zinc, play this. It's not expensive at these levels, but if zinc does have a global shortage, then zinc prices are going to spike. When it spikes, Trevali has to do the same. We own a lot of Trevali; the stock is not expensive. Trevali offers good management and good people, and has two operating mines, one in Canada, one in Peru.
Paul Beattie is the cofounder and managing partner of PT Global Growth Fund LP. From 2000 to 2006, he was the cofounder and managing partner of a boutique investment bank, Stable Capital Advisors. He has extensive experience in private equity including raising investment capital for alternative asset funds from within Canada and abroad. Beattie was the founding executive of Telesystem International Wireless in 1994 and its predecessor company in 1992, and was Vice-President, Mergers and Acquisitions, involved in all aspects of financing activities. Beattie began his career as investment banker from 1986 to 1991 at Merrill Lynch Canada Inc., in the position of Vice-President, Corporate Finance, and was involved in a diverse range of advisory assignments and capital markets activities. He holds an MBA from INSEAD, France, and a Bachelor of Commerce (Honours) from Queen's University, Canada.
Freundliche Grüße
supernova
Trevali Is in Position to Benefit from Strong Zinc Fundamentals
Source: The Gold Report (2/7/17)
Trevali Mining is transitioning to an owner-operator model at its Caribou zinc mine in New Brunswick, Canada, and analysts note that the company is positioned to take advantage of strong zinc fundamentals.
Trevali Mining Corp. (TV:TSX; TV:BVL; TREVF: OTCQX) announced on Feb. 1 that it is becoming an owner-operator at its Caribou zinc and is investing in a new mining fleet at the mine. The company stated that it "has committed to an approximately Cdn$20-million investment through a new partnership with Sandvik Mining to supply and maintain a full fleet of mining equipment for Caribou Mine operations. Trevali will operate and manage all aspects of the underground mining operation and Sandvik will be responsible and accountable for the maintenance of the fleet."
Dr. Mark Cruise, Trevali's President and CEO stated, "Trevali's new investment demonstrates our ongoing commitment to the future of the Caribou Mine and operations in the Bathurst region of New Brunswick," adding that "The efficiencies realized through this initiative. . .form a pathway for the Company's long-term, multi-cycle vision for the Bathurst Mining Camp."
Analyst Joseph Gallucci of Dundee Capital Partners stated in a Feb. 1 research report that "moving to an owner-operator model is a positive move for TV. . .investing in their own fleet and moving away from contract mining should lead to cost savings at the mining operation." He also stated that replacing the current mining equipment "with new machinery and improved technology should lead to better operational efficiencies as well."
Gallucci noted that with "Caribou online and cash flow positive, we believe TV is in an excellent position to capture strong zinc fundamentals. Our view is that a majority of zinc development plays will not be in production to catch the cycle, either due to permitting or funding obstacles (or both)." He names Trevali as a top pick on TV's zinc leverage "based on current production as well as short-term organic growth."
BMO Capital Markets initiated coverage on Trevali on Feb. 1, rating the company as an "Outperform." Analyst Alex Terentiew wrote, "Over the past seven years, Trevali has worked to put its Santander (H2/13) and Caribou (2015) mines into production, maintaining its objective of remaining a zinc-focused miner, providing investors with exposure to a rise in zinc prices that it expected to materialize. . .it was not until the H2/16 that zinc prices notably began to improve, positioning current shareholders to participate in a significant rise in cash flow. We believe Trevali is just starting its operating and financial turnaround and investors will be rewarded by accumulating shares in the company."
Terentiew noted that Trevali intends to update resource estimates for both of its mines in Q1/17, "incorporating exploration results and actual operating experience to its estimates, and may declare reserves, which we would view as a positive catalyst."
He added that "with zinc accounting for ~70% of the company's sales, it is the leader in zinc exposure among its covered peers." As the price of zinc improved, "mining operations aligned with the zinc price, and cash flow began to improve. We expect significant and rapid improvement in Trevali's balance sheet over the remainder of 2017, with Trevali turning net cash positive in Q3/17," Terentiew concluded.
...
https://www.streetwisereports.com/pub/na/17279?utm_source=de…
Freundliche Grüße
supernova
Source: The Gold Report (2/7/17)
Trevali Mining is transitioning to an owner-operator model at its Caribou zinc mine in New Brunswick, Canada, and analysts note that the company is positioned to take advantage of strong zinc fundamentals.
Trevali Mining Corp. (TV:TSX; TV:BVL; TREVF: OTCQX) announced on Feb. 1 that it is becoming an owner-operator at its Caribou zinc and is investing in a new mining fleet at the mine. The company stated that it "has committed to an approximately Cdn$20-million investment through a new partnership with Sandvik Mining to supply and maintain a full fleet of mining equipment for Caribou Mine operations. Trevali will operate and manage all aspects of the underground mining operation and Sandvik will be responsible and accountable for the maintenance of the fleet."
Dr. Mark Cruise, Trevali's President and CEO stated, "Trevali's new investment demonstrates our ongoing commitment to the future of the Caribou Mine and operations in the Bathurst region of New Brunswick," adding that "The efficiencies realized through this initiative. . .form a pathway for the Company's long-term, multi-cycle vision for the Bathurst Mining Camp."
Analyst Joseph Gallucci of Dundee Capital Partners stated in a Feb. 1 research report that "moving to an owner-operator model is a positive move for TV. . .investing in their own fleet and moving away from contract mining should lead to cost savings at the mining operation." He also stated that replacing the current mining equipment "with new machinery and improved technology should lead to better operational efficiencies as well."
Gallucci noted that with "Caribou online and cash flow positive, we believe TV is in an excellent position to capture strong zinc fundamentals. Our view is that a majority of zinc development plays will not be in production to catch the cycle, either due to permitting or funding obstacles (or both)." He names Trevali as a top pick on TV's zinc leverage "based on current production as well as short-term organic growth."
BMO Capital Markets initiated coverage on Trevali on Feb. 1, rating the company as an "Outperform." Analyst Alex Terentiew wrote, "Over the past seven years, Trevali has worked to put its Santander (H2/13) and Caribou (2015) mines into production, maintaining its objective of remaining a zinc-focused miner, providing investors with exposure to a rise in zinc prices that it expected to materialize. . .it was not until the H2/16 that zinc prices notably began to improve, positioning current shareholders to participate in a significant rise in cash flow. We believe Trevali is just starting its operating and financial turnaround and investors will be rewarded by accumulating shares in the company."
Terentiew noted that Trevali intends to update resource estimates for both of its mines in Q1/17, "incorporating exploration results and actual operating experience to its estimates, and may declare reserves, which we would view as a positive catalyst."
He added that "with zinc accounting for ~70% of the company's sales, it is the leader in zinc exposure among its covered peers." As the price of zinc improved, "mining operations aligned with the zinc price, and cash flow began to improve. We expect significant and rapid improvement in Trevali's balance sheet over the remainder of 2017, with Trevali turning net cash positive in Q3/17," Terentiew concluded.
...
https://www.streetwisereports.com/pub/na/17279?utm_source=de…
Freundliche Grüße
supernova
Trading Spotlight
Antwort auf Beitrag Nr.: 54.198.856 von faultcode am 30.01.17 20:37:08
http://www.wallstreet-online.de/nachricht/9279847-trevali-in…
=> der Zinkpreis sollte nun nicht fallen; sonst lohnt sich der Eigenbetrieb - mit brandneuen und teuren! - Betriebsmitteln nicht.
Auch Trevali kann den Zinkpreis nicht vorhersagen - nicht dass noch herauskommt, dass eine Grossbank Zink zwischen Lagerhäusern umherfährt, um den wahren Lagerbestand in ihrem Sinne verschleiern, so wie hier: http://www.nytimes.com/2013/08/13/business/us-subpoenas-gold…
Dieses Equipment dient nicht dazu die Recoveries bei Caribou zu erhöhen. So 'ne Meldung wäre mir viel lieber... Na wenigstens sollten sie nun das beste und geeignetste Equipment gekauft haben. So ne Chance kriegt man auch nicht alle Tage.
Disclosure: mir fehlen noch €0.22 p.s. zum Breakeven. Das wird hart 2017/18.
Hmmh...
Zur Meldung:http://www.wallstreet-online.de/nachricht/9279847-trevali-in…
=> der Zinkpreis sollte nun nicht fallen; sonst lohnt sich der Eigenbetrieb - mit brandneuen und teuren! - Betriebsmitteln nicht.
Auch Trevali kann den Zinkpreis nicht vorhersagen - nicht dass noch herauskommt, dass eine Grossbank Zink zwischen Lagerhäusern umherfährt, um den wahren Lagerbestand in ihrem Sinne verschleiern, so wie hier: http://www.nytimes.com/2013/08/13/business/us-subpoenas-gold…
Dieses Equipment dient nicht dazu die Recoveries bei Caribou zu erhöhen. So 'ne Meldung wäre mir viel lieber... Na wenigstens sollten sie nun das beste und geeignetste Equipment gekauft haben. So ne Chance kriegt man auch nicht alle Tage.
Disclosure: mir fehlen noch €0.22 p.s. zum Breakeven. Das wird hart 2017/18.
nicht so eilig - aber auch nicht extra pessimistisch
die outstanding shares haben sich eben mal von:345m auf 401,6m..
..innerhalb eines Jahres erhöht (nach meiner Protokollierung). Da will ich lieber momenten - im Sinne von Shareholder Value - lieber keine Minen-Reaktivierung neben Caribou (und damit schon wieder mögliche weitere Verwässerung) von Trevali Mining oder sonst wem haben!
Caribou sollte sich allerdings 2017 voll auf das Ergebnis niederschlagen (Guidance vom 2017-01-17):
Santander: 63..65m lb Zn, 12..14m lb Pb, 700..900k oz. Ag @ 35..40USD/t
Caribou: 90..93m lb Zn, 30..32m lb Pb, 800..900k oz. Ag @ 55..60USD/t
Allerdings sind die Recoveries bei Santander wieder zurückgegangen (bei Zn z.B.):
2014: 88%
2015: 90%
2016: 84%
Man will aber daran arbeiten, zumindest bei Caribou...
Antwort auf Beitrag Nr.: 54.052.639 von MarcusRWD am 10.01.17 19:41:41Trevali shares sind wieder in der Spur. Nun kann es erneut Richtunf 1,50CAD gehen. 
Na das geht heute ja gut ab....
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