Petaquilla Minerals - Top-Job im Urwald (Seite 728)

[Cabal07]

Nix los in letzter Zeit.
Heute mal wieder extrem niedriges Volumen in Toronto...

[anski100]

bei yahoo hat einer eine mail bezüglich des spin out erhalten
und es soll sich innerhalb der nächsten 60-90tage etwas tun
wobei ich aber zugeben muss der text ist ein wenig verwirrend für mich



Regarding your inquiry about the spin-out, here is the reply I sent to a broker last week who had a simular question.

PQI was a totally separate company - not an affiliate of PTQ. Its initial share capital was distributed to PTQ (55%) and other seed investors, allowing PTQ to retain a majority and appoint a BOD. In a subsequent step (not yet completed), PTQ will further capitalize PQI through the contribution of infrastructure assets (mainly heavy equipment used during the construction phase but no longer needed for the gold operation), not cash, increasing its equity % and the number of shares it holds in PQI. The follow on round of $2 million equity will address the funding requirements of PQI's ongoing projects, also establish a "market" value for PQI (reason why it is important to bring in third-party capital), still preserving PTQ's 55% controlling position.

The above steps, once completed, in addition to PQI's business plan and ongoing projects, will have created a "de facto" value for PTQ's 55%, substaniating the case for the spin-out of these shares to be presented for TSX and PTQ's shareholder approval.

The mathematics for the spin-out, as previously annouced, will result in 1 share of PQI for every 4 shares of PTQ. PQI will then be up and running, autonomously from PTQ, with its portfolio of projects and business opportunities and a substantial potential for future value creation.

We plan to have all the logistics for the spin-out done within the next 60-90 days.

Best
Tom

[anski100]

Antwort auf Beitrag Nr.: 39.355.359 von 1188 am 17.04.10 11:03:34

wie gesagt es müssen halt nur genug Leute darauf aufmerksam gemacht werden...weil wenn der 70mio Deal ende diesen Monats, Anfang nächsten Monats von der großen internationalen Bank bestätigt wird dann ist hier mindestens eine Verdreifachung drin
und wer will nicht gerne sein Geld verdreifachen

Mein Tipp für die Bank wäre Wells Fargo, da sie sich schon lange mit Petaquilla beschäftigen und von daher bestens über die Lage und das Potential informiert sind
aber wie gesagt nur ein Tipp...und wer das Forum immer verfolgt weiß das meine Tipps leider nicht so oft gestimmt haben in letzter Zeit
aber zum Ausgleich gibt es dafür immer gute Informationen wie z.B. das Wells Fargo Trust nochmal 81000 Aktien gekauft hat
http://www.mffais.com/ptqmf.ob

[1188]

Antwort auf Beitrag Nr.: 39.355.162 von anski100 am 17.04.10 09:25:27

Guter Artikel. Vielen Dank.
Vielleicht steigt sie ja doch eines Tages.

[anski100]

hier gibt es auch endlich mal eine arte "analysten einschätzung" zu peta...die zudem noch verdammt gut ist
ich würde mich ja sehr freuen wenn endlich mal richtig werbung für peta gemacht werden würde damit auch mal mit ordentlichen volumen gehandelt wird


http://goldstockmania.com/petaquilla-minerals-trading-card/
Website: http://www.petaquilla.com Symbol: TSX: PTQ | US routing symbol:PTQMF

Here is a junior Canadian mining stock flying completely under the radar that has already produced over 26,000 ounces of gold and recently announced that it has reached the status of commercial gold production. That’s right, Petaquilla Minerals is a now a junior gold producer, operating its gold processing plant at its 100% owned Molejon Gold Project in Panama. Anticipated throughput for the project during the first year of commercial production is estimated to be 2200 tonnes per day. Commercial production commenced January 8th, 2010, with annual gold production targeted at 100,000 oz/yr at a cost of $550 per ounce. The Molejon mine site is located in the south central area of the Company’s 100% owned 842-square kilometer concession lands, a region known historically for gold content. With a target share price of $3.97, Petaquilla is quickly becoming one of my top Canadian gold stocks.

Opportunity($):

Current Share Price: $0.50 | Target Share Price: $3.97 | Share Price Increase: ~7.93x

With 121 M shares outstanding and a share price of US $.50/share, Petaquilla Minerals is shaping up to be one undervalued junior gold stock. A gold producer priced at only $0.50 cents/share in my mind is definitely worth taking a hard look at. I have followed this company for quite some time and did not feel comfortable with getting on board with them in the past for a lot of reasons. The main problem was their past management, which did not have such a great track record for getting things done, especially on time. For a long time it seemed that Petaquilla was just a very poorly managed junior mining company. There were also other issues that introduced too much risk for me, such as the politics of starting up the first mine in Panama in modern times. There were issues with obtaining the necessary permits as well as environmental issues/opposition that needed to be dealt with too. So off and on I kept an eye on Petaquilla to see if they would resolve some of these issues or not.

It is good to be patient when you are in the world of junior mining stocks. Take your time and wait for the opportunities to meet your requirements. Some penny mining stocks can begin as real ugly ducklings and eventually turn into beautiful swans. However, many of them unfortunately will not turn into anything at all. Petaquilla lost a lot of trust over course of 2007-2008 with delay after delay, a quickly dropping stock price, and a lost of confidence in their then CEO Richard Fifer. Richard Fifer was surrounded in controversy which I believe made many investors uncomfortable and head for the exits. However in 2009, Petaquilla started to turn the corner. There were many positive changes that really removed a ton of risk for this junior gold stock. After reviewing the events of 2009 and early 2010, Petaquilla now meets the requirements for my hot penny stock picks list. Let’s take a moment and review some key events that were instrumental in Petaquilla’s magnificent turn around.

Key 2009/2010 events that now make Petaquilla an attractive play:

* 04/07/2009: After many delays, Petaquilla finally makes its first gold pour.
* 09/15/2009: Richard Fifer resigns as President and CEO. (Perhaps the best news!)
* 11/05/2009: President/CEO and majority of board members resign (R. Fifer should have left too).
* 11/06/2009: New Board members announced (New business/financial guys added to board).
* 11/06/2009: Joao Manuel appointed as President/CEO.
* 11/18/2009: Panamanian Government authorizes commercial production.
* 12/14/2009: Discovery of significant gold mineralization on its Oro Del Norte concession.
* 01/08/2010: Commercial production commences at 70% capacity.
* 01/29/2010: Producing 6,000 ounces of gold per month.
* 03/04/2010: Commences exploration drilling program Oro del Norte concession.
* 04/13/2010: $70 million debt elimination – converted to gold shipments (91.7K oz over 5 years).

Petaquilla is a Canadian mining stock in position for its share price to move substantially higher over the next 6 months if they continue to execute well. They are already producing gold (produced over 26,000 oz of gold!) and has a 1.1 MOz+ NI43-101 compliant gold resource and counting! Resource expansion in on going and could add much more upside to this company by the end of 2010. Petaquilla has been relieved of about $70 M dollars in debt which had a very high maintenance cost and drag on earnings. Elimination of this debt will dramatically improve their bottom line. At an average gold price of $1150/oz, cost per oz of $550, and a standard valuation of 8x earnings, I am targeting a share price $3.97/share. This is about 7.93x the current share price! With this kind of profit potential, Petaquilla certainly looks like pretty good play.
Strengths:
Status- New gold producer-has already produced 26,000 oz of gold to date, projecting 100,000 oz/yr starting at a cost $550/oz.
People- Recent management shakeup has been very positive for the company.
Property- 100%-owned Molejon mine has a total 1.1 Moz+ of gold (NI 43-101 Complaint), about a 10 yr mine life.

Oro Del Norte concession could have 2-3 times mine life of Molejon.
Share Ownership- Institutional Ownership – Peninsula Merchants Syndications Corp. 18 M shares, Insider Ownership- Unknown.
Financials- Just converted $70 M of debt to gold payments over 5 years. Financial risk pretty much eliminated.
Recommended by- -Andrew Mickey, Canaccord Adams, Carmel Daniele
Promotion- -Oro Del Norte concession drilling program likely to turn up a substantial gold resource.

-Announcement when they have reached near 100% capacity and reduce cost/oz.

-Increasing mill throughput from 2200 tpd to 5000 tpd

-Bumping up annual production to 150K oz/yr .
Push/Time Frame- Share prices should substantially move upward after 2-3 quarters of solid gold production. Also, good Oro Del Norte drill results could put a nice pop in the share price.
Weaknesses/Threats:
Minor Weakness- Richard Fifer still in the picture as non-executive chairman.

Past negative history haunts Petaquilla and will need to be overcome with consistent results.

Petaquilla also needs to improve investor relations and be more forthcoming on company updates.
Medium Weakness- None.
Major Weakness- None.
Trading Strategy:

Strategy: A trader doing an analysis on Petaquilla Minerals would conclude that the majority of the risk that use to make this junior gold stock to risky to bother with has been eliminated. And after reviewing the past events since Nov 2009, he/she can see that the new management has been extremely effective in such a short amount of time. Also, the trader would reason that the stock price was over $3.00 in 2007 before Petaquilla had mining approval, started commercial production, eliminated their troublesome debt, improved their managment, started producing 6K ounces of gold per month. Now with all that accomplished coupled with the likely possibility of significant resource expansion and minimum downside risk, the trader sees a current share price of .50 cents as an incredible value play!

Furthermore, the trader understands that there are typically there 3 times to enter a junior mining trade, 1) before a significant discovery is announced, 2) before production is announced, or 3) after production starts. If you enter after production starts, then you typically want to wait until the price comes down because of start up issues which could range from equipment failure, poor efficiency, low throughput, low ore grades, etc. The stock price tends to rebound after the issues are corrected.

Summary:

I sent out an alert to my Newsletter subscribers when Petaquilla was trading around $.49-.50 cents a share to give them the heads up on this undervalued junior mining company. Petaquilla is now at a maximum entry point with very little downside and a whole lot of upside potential. Most junior miners do not make it to commercial production and if they reach 150K ounces/yr that will put them into the mid-tier producer range. I guarantee you, you will not find one mid-tier producer priced at .50 cents/share. Also, I had previously recommended Timmins Gold in my trading card analysis back when their share price was only $1.13 they are now trading around $1.50. Petaquilla is comparable to Timmins gold in terms of annual gold production, gold in the ground, and production schedule. I still think Timmins Gold is better for other reasons, but for sure Petaquilla should trade near their range not too far from now.

I love investment opportunities where you get the chance to buy near the bottom. When the risk are very low and the potential is very, very high. Many investors are going to make a lot of money on this stock and I plan to be one of them. If you are not making money on this stock, it is definitely not my fault. This is a great turnaround story in the making and one for the history books. I really would not sleep on this one. Also, the new management team is possibly trying to get Petaquilla ready for a buyout. Just to be clear, I am not getting paid to write a review on Timmins Gold. They are not an advertiser on this website, and I do not plan to receive any compensation for them.
Related Posts:

* Timmins Gold Trading Card
* Timmins Gold Now In Commercial Production
* Metanor Resources Trading Card
* Revett Minerals Trading Card
* 6 Reasons Why I Sold My Revett Shares

For Special Request/More Info:
If you have a special request feel free to contact me here. Also, if you want receive a notification whenever new information is posted on this blog, then consider signing up for FREE email subscription. I respect your privacy and will not share your email address with any 3rd parties.

If you are looking for more hot penny mining stock picks, junior gold stocks, silver mining stocks, stock alerts, and additional exclusive content, then sign up for my FREE newsletter. You will see why gold stock investing can be so much more rewarding.

Disclosure: I have not received any compensation from Revett Minerals, Timmins Gold, Metanor, or Petaquilla Minerals. None of these companies are advertisers on GoldStockMania.com. I am extremely bullish on Petaquilla, Timmins Gold, & Metanor and currently hold shares.

Disclaimer: I am not a professional/qualified investment advisor. Readers should note I am not responsible for errors or omissions in this report. Also, I am not responsible for your trading decisions as you should do your own due diligence before making any investment decisions.

[anski100]

hi leute
das war ja wohl gestern wiedermal etwas enttäuschend...ca 2% minus und das bei einen volumen das auf keinen fall einem tag entspricht an dem ein unternehmen q-zahlen veröffentlicht
aber naja kann man nicht ändern

[anski100]

Antwort auf Beitrag Nr.: 39.353.945 von Cabal07 am 16.04.10 21:02:59

ja genau das bedeutet es
und wenn wir die 18000unzen erreichen sollten dann rechne ich auch mit produktionskosten unter 600$

um den goldpreis mach ich mir eigentlich zur zeit keine gedanken da die amis noch so viele probelme haben das ich dieses jahr keine leitzins erhöhung mehr sehe und wir daher bei gold nochmal neue jahreshöchstände sehen sollten

[Cabal07]

@anski

Deine Antwort die du erhalten hast bedeutet:

Seit der offiziellen "commercial production" (>70% Auslastung)
hat PTQ tatsächlich >6000oz pro Monat. Wenn also die Mühlen nicht plötzlich zusammenfallen haben wir im nächstem Quartal:
etwa 18500 Unzen oder mehr.

Schade nur das Gold z.Z. abstürzt und der Markt die Aktien alle mitreißt. PTQ auch wieder um 0,50 CAD...

[anski100]

hier noch ein schöner beitrag aus dem yahoo board der mir auch noch bissl hoffnung gibt

Debt refinancing
At the end of april, begginning of may, the debt refinancing deal will be confirmed and the participant bank or banks will be disclosed. I already heard on the street who is the lead participant, and I believe is a BIG bank who is well-known on the market for its expertise in commodity. I understand that not only will they participate in the syndicate loan, but also will provide with analyst coverage, as well as funding for their commodity and mining mutual funds. I like this part the most b/c this will broaden the institutional investor base of the stock and will give more stability etc

Oro del Norte
I have an inspection to the mine next week, and I have been told that we will fly around Oro del Norte, so Ill try to take pictures. Ive been informed that ODN will be commisioning by NOV this year and that this commisioning, added to the current Mollejon´s will expand the overall mine life span around 20 - 25yrs. In addition, there are other concesions been pledged in the pipeline....obviously I could find out which ones, but I do know there are some significant sites still being waited to be allocated in Panama and I believe that with PTQ´s support by the government, at least one of those will be of PTQ.

PQI Spin-off
Ok, heres the deal with this...the spin off is been on hold, as I understand, b/c the company PQI has been incorporated in less than a year...and this Year ends on June 2010. What I understand these guys (PTQ), as soon the year tenor is completed, are going to initiate first-round private placement for PQI, at a significant discount, which will preceed the spin off (4:1) of PTQ´s holders. once those two steps are completed, there will be a second-round placement, which will be floated at the companys market price...Ive heard it will be $1.00, but Im not sure about that...

As always, DO YOUR OWN DD...

[anski100]

so ich hab schon eine antwort auf meine frage bekommen warum da einmal steht verkaufte unzen 13350 zu einen preis von 1078$ was etwa 14mio wären aber bei der zusammenfassung stehen dann nur 11mio

According to Canadian Generally Accepted Accounting Principles, all sales and cost of sales of ore during the commissioning period are capitalized as part of mineral properties until such time as the company has achieved commercial production. The Company commercial production on January 8 2010 so that only the revenues and cost of sales from that point until February 28, 2010 are included in the income statement.

I hope this answers your question.

Regards,

Julie Van Baarsen, CA
Chief Financial Officer
Petaquilla Minerals Ltd.

damit wären für mich alle unklarheiten beseitigt