Ten Sixty Four ( Medusa Mining )--- Goldproduzent zu Niedrigkosten !!! (Seite 30)

[Nepokong]

Antwort auf Beitrag Nr.: 50.541.962 von Global-Player83 am 02.09.15 14:42:38

War in 03-06/15 auch an Bord von 0,62 bis ~1 und wieder zurück. Nach Ausbruch nach unten aus dem zwischenzeitlichen Aufwärtstrend bin ich dann +-0 raus.

Der derzeitige Chart läuft ja nur noch nach Süden und hat auch überhaupt nicht in der Aufwärtsphase der Miners Ende August reagiert. Das stimmt mich sehr bedenklich.

Derzeit fasse ich die Medusa nicht an.

Nepokong

[Global-Player83]

Medusa Mining 0,45 A$:

July 2015 Presentation:
http://www.asx.com.au/asxpdf/20150728/pdf/4302d4sp40701r.pdf

2015 Zahlen:
http://www.asx.com.au/asxpdf/20150827/pdf/430wcyjzjt06xc.pdf

Ist Medusa auf diesem Niveau ein spekulativen Kauf Wert?

[phranque]

hier die Antwort auf eine Mail von gestern
(finde ich immer sehr positiv, wenn man eine entsprechende Antwort erhält)!


Thank you for your email of 25 August.

I wish to point out that whilst MML’s share price has been weak, all other gold stocks are essentially in the same position. As an example, KCN was a $12.50 stock at its peak and is now around $0.63. The whole gold sector share prices are expected to remain weak while investors have no interest in gold stocks.

Re-listing on another exchange will not solve the problem when the market is down, it only increases the Company’s costs.

Production-wise the Company has performed well for the year end 30 June 2015, meeting guidance for the first time for a while. Grades are improving and mill recovery has reached optimum level.

As you are aware, the Company is investing in new shafts to improve the bottom line through improved efficiencies, however this all takes time.

The Company is very focussed on costs and efficiencies, and anticipates considerable improvements this year, and again when the Service Shaft comes into operation around mid-CY2016. This is potentially a long life mine with many years of production ahead of it.

Regards
Geoff Davis

[phranque]

Antwort auf Beitrag Nr.: 50.331.021 von freddy1989 am 04.08.15 19:22:12

Jahreszahlen Juni 15

http://www.asx.com.au/asx/research/company.do#!/MML

STATEMENT OF PROFIT OR LOSS AND OTHER
COMPREHENSIVE INCOME
for the year ended 30 June 2015 Page 21 of 64

Consolidated 

Note US$000                         2015                2014 

Revenue 2                        123,204              84,196 

Cost of sales                    (71,976)            (42,806) 

Exploration & evaluation expenses 3 (267)               (107) 

Administration expenses           (8,428)             (8,265) 

Impairment expense 3,13         (259,595)                  - 

Other expenses                    (1,732)             (2,358) 

Profit before income taxxpense  (218,794)             30,660 

Bis auf die immensen Abschreibungen wäre es m.E. ok.

Kann mir jemand bei der Interpretation der 260MiO impairment expense helfen?

[phranque]

Antwort auf Beitrag Nr.: 50.331.021 von freddy1989 am 04.08.15 19:22:12

Oh bist du auch noch dabei - hab's leider verpasst +/- Null rauszukommen so bei 0,66 EUR. Jetzt hab ich noch mal draufgepackt - mal sehen. Q2 rechtfertigt m.E. nicht die Abschläge. Wir hatten mal einen wirklich schlechten Newsflow - ist aber längst Geschichte. Bleibt der Goldpreis...

[freddy1989]

Hier die neusten Quartalszahlen

http://www.asx.com.au/asxpdf/20150727/pdf/4301fz8ypgv605.pdf

Was macht Medusa Mining gegen die extrem hohen "all in Costs"? finde die 340 Dollar Cash kost ja klasse aber die all in sind extrem hoch.

[Global-Player83]

Medusa Mining erhöht den Produktionsausblick für das kommende Jahr:

http://www.miningweekly.com/article/medusa-raises-co-o-mine-…" target="_blank" rel="nofollow ugc noopener">http://www.miningweekly.com/article/medusa-raises-co-o-mine-…

[Nepokong]

Antwort auf Beitrag Nr.: 49.888.639 von phranque am 01.06.15 13:55:29

Schon seit mind.3 Monaten konnte ich auch diese Seite nicht öffnen. Interessant, dass dies aus Italien ginge. (ich bin nicht bei der Telekom)

Die Quartalsberichte habe ich von australian stock Exchange. www.asx.au.

Wenn man sich dort die Medusa Mining aufruft, dann erscheinen dort im unteren Bereich der Seite tagesaktuell die Berichte, auch der Q1/2015-Bericht von Ende April.

Das Chartbild sieht seit 2-3 Wochen echt grottig aus, bin letzte Woche raus. Ich warte auf weiteren Abverkauf vor dem Neueinstieg.

Gruß, Nepokong

[phranque]

Habt ihr auch Probleme die HP zu öffnen?
http://www.medusamining.com.au/

Ich war letzte Woche in Italien, da ging das ohne Stress.
Ich glaube, ich hatte das vor einigen Monaten schon mal??
Ich geh' über die Telekom online.

Hier ein Auszug aus dem März QR, den ich endlich mal runterladen konnte.

QUARTERLY ACTIVITIES REPORT
PERIOD ENDED
31 MARCH 2015

Co-O MINE PRODUCTION
? Production: 23,940 ounces at a head grade 5.84 g/t gold, cash costs of US$391 per ounce and All In Sustaining Costs (“AISC”) of US$1,073 per ounce (December 2014 quarter of 26,859 ounces at a head grade of 5.56 g/t gold and cash costs of US$380 per ounce. AISC was US$989 per ounce).
? Production guidance: for the year to 30 June 2015, 95,000 to 100,000 ounces.
? Mill performance: gold recovery averaged 94% (September 2014 quarter 93%).
? Development: Averaged 1,521 horizontal and 1,038 vertical metres per month for the quarter. All stopes will be new design stopes by end September.
? Shaft haulage: L8 Shaft upgrade completed on 13 January. The ramp up to the new total mine haulage capacity of 60,000 dry tonnes per month (“dtpm”) progressed satisfactorily. L8 March production achieved 30,792 dtpm, an average increase of 484dtpd.
? Life of mine haulage: Service Shaft approved and commenced. Cost of US$10 million over 17 months with a payback of approximately 1.4 years. Long term haulage planning continuing concurrent with comprehensive underground drilling between Levels 12 and 16.
Co-O MINE EXPLORATION
? Geological re-interpretations clearly demonstrate the potential for extensions to mineralisation down plunge to the east.
? Underground drilling results include 7.95m @ 6.36 g/t Au, 2.4m @ 43.5 g/t Au, 1.85m @ 70.5 g/t Au, 1.0m @ 30.1 g/t Au, and 0.6m @ 59.0 g/t Au.
? Surface exploration at North Tinago, South Agsao and West Road 17 veins.
TAMBIS REGION
? Bananghilig Deposit: Re-interpretations nearing completion. Resource modelling to commence
? Guinhalinan Prospect: Field work confirming continuity of mineralised stratigraphy, discovery of gold anomalous basement and areas of alluvials.
FUTURE POWER SECURITY
? Company to expedite exploration after terminating Swan Energy Pty Ltd Heads of Agreement.
? Power station providers will be sought upon successful exploration.
CORPORATE & FINANCIALS (unaudited)
? Total cash and bullion on hand at the end of quarter of approximately US$15.5 million.

The Company produced 23,940 ounces of gold for the quarter, at an average head grade of 5.84 g/t gold and cash costs of US$391 per ounce, inclusive of royalties and local business taxes.
All In Sustaining Costs (“AISC”) for the quarter was US$1,073 per ounce of gold and includes discretionary exploration expenditure of US$3.1 million. (December 2014 Quarter: AISC of US$989 per ounce, including discretionary exploration expenditure of US$2.9 million).
The increase in cash costs and AISC is due to reduced ounces from a combination of the following factors:
- shut down of the L8 Shaft for the upgrade until 13 January;
- ramp up of activities following L8 Shaft upgrade from 14 January; and
- commencement of 40 additional drives and subsequent 20 stopes to fill the upgraded L8 Shaft capacity.
Production Guidance
On 20 November 2014 the Company advised a targeted full year’s production to 30 June 2015 of between 95,000 to 100,000 ounces at a cash costs of US$400 to US$450 per ounce and AISC of US$900 to US$1,000 per ounce. The year to date production (9 months to 31 March 2015) stands at 71,817 ounces.
The Co-O budget for 2015/16 financial year is currently in preparation and the production guidance for next year will be announced during the current quarter.

[freddy1989]

Hier mal ein paar Quartalszahlen

http://www.asx.com.au/asxpdf/20150428/pdf/42y51ktnfk6lrv.pdf