DRDGold Ltd. (frühere Durban Roodepoort Deep Ltd. ) vor Vervielfachung ?! (Seite 2)
eröffnet am 06.05.10 14:21:00 von
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Beiträge: 737
ID: 1.157.638
ID: 1.157.638
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ISIN: ZAE000058723 · WKN: A0DNR0 · Symbol: DUB1
0,7500
EUR
+2,04 %
+0,0150 EUR
Letzter Kurs 08.05.24 Tradegate
Werte aus der Branche Rohstoffe
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 0,5300 | +15,22 | |
| 0,8000 | +11,11 | |
| 3,2880 | +10,45 | |
| 1,4350 | +10,38 | |
| 16,300 | +9,99 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 0,5400 | -8,47 | |
| 10,300 | -9,65 | |
| 0,7000 | -10,26 | |
| 0,9860 | -12,74 | |
| 0,6601 | -26,22 |
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Antwort auf Beitrag Nr.: 74.332.096 von Schottenanger am 17.08.23 09:11:03Die Zahlen sind doch besser als erwartet, bei dem Goldpreis...! 
DRDGOLD’s revenue increases due to a 16% Rand gold price increase
Thursday, 17 August 2023
Johannesburg, South Africa - DRDGOLD Limited (JSE: DRD, NYSE: DRD) in a voluntary trading statement and trading update released today, reported revenue of R5 496.3 million and cash operating costs of R3 688.1 million for the year ended 30 June 2023 (FY2023).
DRDGOLD’s condensed consolidated financial statements for FY2023 are expected to be published on SENS on or about 23 August 2023. The Company expects to announce:
Earnings per share (EPS) of between 142.5 cents and 155.7 cents per share compared to 131.2 cents for the year ended 30 June 2022 (FY2022), being an increase of between 9% and 19%
Headline earnings per share (HEPS) of between 141.7 cents and 154.7 cents per share compared to 130.7 cents per share for FY2022, being an increase of between 8% and 18%
The expected increases in EPS and HEPS for FY2023 compared to FY2022 are mainly due to movements in the following:
Revenue
An increase of R377.8 million (7%) to R5 496.3 million (FY2022: R5 118.5 million).
Ergo’s revenue increased by R403.7 million to R4 108.6 million (FY2022: R3 704.9 million), mainly due to a 16% increase in the Rand gold price received as well as a 21% increase in yield to 0.227g/t from 0.188g/t to make up for a 5% decrease in gold sold to 3 936kg (FY2022: 4 139kg). Gold production decreased as a result of a decrease in throughput tonnages, caused by significant load shedding at the beginning of the financial year affecting particularly the City Deep line, the depletion of high-volume reclamation sites at City Deep and Ergo and the late commissioning of two major new reclamation sites.
Far West Gold Recoveries' (FWGR) revenue decreased by R25.9 million to R1 387.7 million (FY2022: R1 413.6 million). A 15% decrease in gold sold to 1 337kg (FY2022: 1 575kg) was offset by a 16% increase in the Rand gold price received. The decrease in gold sold was as a result of a decrease in throughput tonnages due to Driefontein 5 nearing the end of its life of mine and entering final clean-up and a delay in the commissioning of the new Driefontein 3 reclamation site. Yield decreased by 8% to 0.237g/t from 0.257g/t in part attributable to the material being processed from the lower grade areas of the newly commissioned Driefontein 3 and the almost depleted Driefontein 5, as well as reduced milling with mills having to be switched off during periods of load shedding.
Cash operating costs
The impact of the increase in revenue on earnings and headline earnings was moderated by an increase in cash operating costs of R224.3 million (6%) to R3 688.1 million (FY2022: R3 463.8 million).
At Ergo, cash operating costs increased by R173.4 million (6%) to R3 183.2 million (FY2022: R3 009.8 million). At FWGR, cash operating costs increased by R50.9 million (11%) to R504.9 million (FY2022: R454.0 million). At both Ergo and FWGR, costs relating to reagents, diesel, electricity and security experienced above inflationary increases. Additionally, there was a significant increase in machine hire costs to mechanically lift and reclaim material from late phase clean-up sites at both Ergo and FWGR.
Liquidity
As at 30 June 2023, DRDGOLD held R2 471.4 million in cash and cash equivalents compared to R2 525.6 million on 30 June 2022. During FY2023, DRDGOLD generated free cash flow (cash inflow from operating activities less cash outflow from investing activities) of R468.9 million (FY2022: R871.6 million) after a R546.0 million increase to R1 172.2 million in investing activities (FY2022: R626.2 million) and paying cash dividends of R515.3 million (FY2022: R513.3 million).
The Group remains free of any bank debt as at 30 June 2023 (FY2022: Rnil).
The financial information contained in this announcement is the responsibility of the directors of DRDGOLD, and such information has not been reviewed or reported on by the Company’s auditors.
DRDGOLD’s revenue increases due to a 16% Rand gold price increase
Thursday, 17 August 2023
Johannesburg, South Africa - DRDGOLD Limited (JSE: DRD, NYSE: DRD) in a voluntary trading statement and trading update released today, reported revenue of R5 496.3 million and cash operating costs of R3 688.1 million for the year ended 30 June 2023 (FY2023).
DRDGOLD’s condensed consolidated financial statements for FY2023 are expected to be published on SENS on or about 23 August 2023. The Company expects to announce:
Earnings per share (EPS) of between 142.5 cents and 155.7 cents per share compared to 131.2 cents for the year ended 30 June 2022 (FY2022), being an increase of between 9% and 19%
Headline earnings per share (HEPS) of between 141.7 cents and 154.7 cents per share compared to 130.7 cents per share for FY2022, being an increase of between 8% and 18%
The expected increases in EPS and HEPS for FY2023 compared to FY2022 are mainly due to movements in the following:
Revenue
An increase of R377.8 million (7%) to R5 496.3 million (FY2022: R5 118.5 million).
Ergo’s revenue increased by R403.7 million to R4 108.6 million (FY2022: R3 704.9 million), mainly due to a 16% increase in the Rand gold price received as well as a 21% increase in yield to 0.227g/t from 0.188g/t to make up for a 5% decrease in gold sold to 3 936kg (FY2022: 4 139kg). Gold production decreased as a result of a decrease in throughput tonnages, caused by significant load shedding at the beginning of the financial year affecting particularly the City Deep line, the depletion of high-volume reclamation sites at City Deep and Ergo and the late commissioning of two major new reclamation sites.
Far West Gold Recoveries' (FWGR) revenue decreased by R25.9 million to R1 387.7 million (FY2022: R1 413.6 million). A 15% decrease in gold sold to 1 337kg (FY2022: 1 575kg) was offset by a 16% increase in the Rand gold price received. The decrease in gold sold was as a result of a decrease in throughput tonnages due to Driefontein 5 nearing the end of its life of mine and entering final clean-up and a delay in the commissioning of the new Driefontein 3 reclamation site. Yield decreased by 8% to 0.237g/t from 0.257g/t in part attributable to the material being processed from the lower grade areas of the newly commissioned Driefontein 3 and the almost depleted Driefontein 5, as well as reduced milling with mills having to be switched off during periods of load shedding.
Cash operating costs
The impact of the increase in revenue on earnings and headline earnings was moderated by an increase in cash operating costs of R224.3 million (6%) to R3 688.1 million (FY2022: R3 463.8 million).
At Ergo, cash operating costs increased by R173.4 million (6%) to R3 183.2 million (FY2022: R3 009.8 million). At FWGR, cash operating costs increased by R50.9 million (11%) to R504.9 million (FY2022: R454.0 million). At both Ergo and FWGR, costs relating to reagents, diesel, electricity and security experienced above inflationary increases. Additionally, there was a significant increase in machine hire costs to mechanically lift and reclaim material from late phase clean-up sites at both Ergo and FWGR.
Liquidity
As at 30 June 2023, DRDGOLD held R2 471.4 million in cash and cash equivalents compared to R2 525.6 million on 30 June 2022. During FY2023, DRDGOLD generated free cash flow (cash inflow from operating activities less cash outflow from investing activities) of R468.9 million (FY2022: R871.6 million) after a R546.0 million increase to R1 172.2 million in investing activities (FY2022: R626.2 million) and paying cash dividends of R515.3 million (FY2022: R513.3 million).
The Group remains free of any bank debt as at 30 June 2023 (FY2022: Rnil).
The financial information contained in this announcement is the responsibility of the directors of DRDGOLD, and such information has not been reviewed or reported on by the Company’s auditors.
Heute einige Zahlen vorab zu der Veröffentlichung am Mittwoch nächster Woche. Rand hatte einen recht grossen, positiven Einfluss. Stromreduzierungen und Übergang zu neuen Flächen einen negativen input. Sollten keinen sonderlichen Investitionen anstehen, müsste es wohl bei einer Schlussdividende bleiben. Sibanye hat da wohl schon Bedarf. 
Sollte in jedem Fall einen interessanten Bericht geben mit Sicht auf die weiteren Vorhaben.
Sollte in jedem Fall einen interessanten Bericht geben mit Sicht auf die weiteren Vorhaben.
Antwort auf Beitrag Nr.: 74.026.206 von Schottenanger am 19.06.23 17:15:27Nein, er ist kein Schwätzer, aber die grossen Hoffnungen die viele darauf setzen sind wohl nicht real. Meiner Meinung nach kommt DRDGold mit den mine dumps and tailings von Sibanye zu spät, der Hype bei Palladium und bei Rhodium ist vorrüber und kommt wegen BEV auch nicht mehr wieder!
Antwort auf Beitrag Nr.: 73.832.407 von johanderla am 11.05.23 15:22:13N.P. hat sich kürzlich dahin gehend geäußert, dass Gespräche zur Verarbeitung der Platin- und Uranhalden der Sibanye recht weit gediehen seien. Sind immerhin ca. 80 Mio Tonnen. Er sei der Meinung, damit wäre Geld zu verdienen. Neben einigen schwerer wiegenden "Äußerlichkeiten" (DRD ist eine der ältesten Börsennotierungen in Johannesburg - vor 1900) hätte man die Möglichkeit, diese Halden der Sibanye einerseits im Rahmen einer Verarbeitung in Angriff zu nehmen oder die Halden in die Bilanz der DRD zu nehmen.
Nachdem nun schon seit mehreren Jahren dieser Weg umrissen wird ( "slipstream") und N.P. kein Schwätzer ist oder gar Aufmerksamkeit heischt, sollte eine Entscheidung nun wohl mal kommen.
Der Kurs ist in letzter Zeit ja auch recht eng gefasst
Nachdem nun schon seit mehreren Jahren dieser Weg umrissen wird ( "slipstream") und N.P. kein Schwätzer ist oder gar Aufmerksamkeit heischt, sollte eine Entscheidung nun wohl mal kommen.
Der Kurs ist in letzter Zeit ja auch recht eng gefasst
scheinbar kauft ein großer pensionsfond ,und der rand kackt ab . ausserdem waren die südafrikaner immer schon die vorboten einer goldrally!
Trading Spotlight
Antwort auf Beitrag Nr.: 73.813.513 von Dirkix am 09.05.23 11:27:38Na, warten wir es halt mal ab. Natürlich ist eine Übernahme welcher Art auch immer durchaus denkbar. Könnten so etliche Entwicklungen sein. Wenn man Jahrzehnte in einem wirtschaftspolitischen Hochsicherheitstrakt (aka Knast) hockt, und das ohne Aussicht auf Besserung, dann reift halt wohl auch der Gedanke, das know how andersweitig zu nutzen. Keine Ahnung, ob man eine Feile gefunden hat. So gibt es halt so manche Überlegungen. Man wird es wohl sehen, denn ich hab so gar keine Ahnung von Charts und Kurven auf dem Papier, aber der Drang nach oben ist dem Kurs schon noch weiter anzusehen.
Antwort auf Beitrag Nr.: 73.810.150 von Schottenanger am 08.05.23 20:24:56Das glaube ich ebenfalls nicht, das diese Zahlen einen derartigen Kursanstieg begründen:
am 16. März stand der Kurs bei 13,38 Rand und keine 8 Wochen später bei 23,90 Rand - also nahezu verdoppelt!
DRDGOLD reports 4% quarter-on-quarter increase in gold production
Monday, 08 May 2023 08:45
Johannesburg, South Africa - DRDGOLD Limited (JSE: DRD, NYSE: DRD) in an operational update for the quarter ended 31 March 2023, reports that gold production increased by 4% from the previous quarter to 1 329kg. This is primarily due to yield being 0.03g/t higher. Gold sold decreased by 31kg to 1 289kg.
Gold sold decreased by 31kg to 1 289kg.
As a result of the increase in yield, cash operating costs per kilogram decreased marginally to R689 426/kg from R691 061/kg. Cash operating costs per tonne of material increased by 9% to R170/t due to a decrease in ore treated, the result of the reclamation of final remnant and clean up material at sites as they near depletion at both operations.
All-in sustaining costs per kilogram was R790 471/kg, decreasing quarter-on-quarter (R844 697/kg) mainly due to a decrease in sustaining capital expenditure. All-in costs per kilogram was R920 965/kg, increasing quarter-on-quarter (R901 591/kg) mainly due to an increase in non-sustaining capital expenditure, relating to the development of the 20MW solar power plant.
Adjusted EBITDA increased by 54% from the previous quarter to R488.5 million primarily due to an increase in Rand gold price received.
Cash and cash equivalents increased by R160.2 million to R2 552.4 million after paying the interim cash dividend of R172.1 million for the six months ended 31 December 2022.
Cash generated during the current quarter will, inter alia, be used for the Company’s extended capital expenditure programme for the financial year ending 30 June 2023.
Despite the remaining capital expenditure planned for the current financial year, the Company remains in a favourable position to consider declaring a final cash dividend in or around August 2023.
am 16. März stand der Kurs bei 13,38 Rand und keine 8 Wochen später bei 23,90 Rand - also nahezu verdoppelt!
DRDGOLD reports 4% quarter-on-quarter increase in gold production
Monday, 08 May 2023 08:45
Johannesburg, South Africa - DRDGOLD Limited (JSE: DRD, NYSE: DRD) in an operational update for the quarter ended 31 March 2023, reports that gold production increased by 4% from the previous quarter to 1 329kg. This is primarily due to yield being 0.03g/t higher. Gold sold decreased by 31kg to 1 289kg.
Gold sold decreased by 31kg to 1 289kg.
As a result of the increase in yield, cash operating costs per kilogram decreased marginally to R689 426/kg from R691 061/kg. Cash operating costs per tonne of material increased by 9% to R170/t due to a decrease in ore treated, the result of the reclamation of final remnant and clean up material at sites as they near depletion at both operations.
All-in sustaining costs per kilogram was R790 471/kg, decreasing quarter-on-quarter (R844 697/kg) mainly due to a decrease in sustaining capital expenditure. All-in costs per kilogram was R920 965/kg, increasing quarter-on-quarter (R901 591/kg) mainly due to an increase in non-sustaining capital expenditure, relating to the development of the 20MW solar power plant.
Adjusted EBITDA increased by 54% from the previous quarter to R488.5 million primarily due to an increase in Rand gold price received.
Cash and cash equivalents increased by R160.2 million to R2 552.4 million after paying the interim cash dividend of R172.1 million for the six months ended 31 December 2022.
Cash generated during the current quarter will, inter alia, be used for the Company’s extended capital expenditure programme for the financial year ending 30 June 2023.
Despite the remaining capital expenditure planned for the current financial year, the Company remains in a favourable position to consider declaring a final cash dividend in or around August 2023.
Heute recht gute Quartalsinfo auf der homepage. Dividende im August wird erwogen. Ob die Zahlen jedoch den Ausschlag geben bzgl. der Beurteilung der positiven Kursentwicklung der vergangenen Monate? Kann durchaus mehr dahinter stecken, nicht zwangsläufig eine natürlich auch mögliche Übernahme. Wie auch immer, der Kurs heute war ja recht stabil.
Ich habe mich letzten Freitag dann schweren Herzens von meiner Position getrennt. Eine der wenig solide laufenden Goldplayer.
Na ja was solls, vielleicht komme ich irgendwann wieder etwas günstiger zum Zug. Brauchte leider etwas Liqui und da bot sich das Freitag hinsichtlich der Outperformance in den letzten Tagen ganz gut an.
Kann natürlich auch ein Fehler gewesen sein, wenn man langfristig auf den Chart schaut und das es operativ so weit rund laufen sollte...
Na ja was solls, vielleicht komme ich irgendwann wieder etwas günstiger zum Zug. Brauchte leider etwas Liqui und da bot sich das Freitag hinsichtlich der Outperformance in den letzten Tagen ganz gut an.
Kann natürlich auch ein Fehler gewesen sein, wenn man langfristig auf den Chart schaut und das es operativ so weit rund laufen sollte...
Antwort auf Beitrag Nr.: 73.794.147 von 90BVB09 am 05.05.23 13:57:07
Die üblichen Verdächtigen: Sibanye!
Mal in Ernst, Intraday gestern 1,18 Euro - das war ganz schön steil und auch weit weg vom MA50, DRD ist ja schliesslich keinen kleine Klitsche.
Zitat von 90BVB09:Zitat von Dirkix: Übernahme vorraus???
Wer käme denn in Frage?
Die üblichen Verdächtigen: Sibanye!
Mal in Ernst, Intraday gestern 1,18 Euro - das war ganz schön steil und auch weit weg vom MA50, DRD ist ja schliesslich keinen kleine Klitsche.
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