RAMELIUS RESOURCES LTD - Große Unterbewertung oder Realer Marktwert? (Seite 17)
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ISIN: AU000000RMS4 · WKN: 808383 · Symbol: RRZ
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Hallo hier mal das neuste von Ramelius Recources
http://www.minenportal.de/artikel.php?sid=36801#Ramelius-Res…
http://www.minenportal.de/artikel.php?sid=36801#Ramelius-Res…
Das kannst du mir auch per Boardmail schreiben.
Der Übernahmehunger seitens Ramelius dürfte mit dem Kauf der Edna Gold Mine erstmal gesättigt zu sein.
Der Übernahmehunger seitens Ramelius dürfte mit dem Kauf der Edna Gold Mine erstmal gesättigt zu sein.
Antwort auf Beitrag Nr.: 55.603.966 von Global-Player83 am 26.08.17 17:07:42
=> daher ist mir das schon viel lieber:
http://www.rameliusresources.com.au/wp-content/uploads/bsk-p…
=>
...RMS is pleased to announce its second exploration farm-in and joint venture agreement in Nevada (USA).
The Company has executed an agreement with Newmont Mining Corporation (Newmont) over its highly prospective South Monitor land package in southern Nevada (refer Figure 1). This agreement compliments the Company’s proximal Jupiter farm-in and joint venture agreement announced with Renaissance Gold Inc. last Quarter
Ramelius has the right to earn up to 80% equity in the South Monitor Gold Project by spending US$8M over eight years via staged earn-ins as outlined below. Ramelius must spend US$250,000 within the first year before it may withdraw and Newmont retains the right to claw back to 70% equity in the project.
...
New ***Nevada*** Exploration Farm-in & JV Project mit Newmont Mining
..das sage ich lieber nicht. Manche Investoren sind da nämlich überempfindlich.=> daher ist mir das schon viel lieber:
http://www.rameliusresources.com.au/wp-content/uploads/bsk-p…
=>
...RMS is pleased to announce its second exploration farm-in and joint venture agreement in Nevada (USA).
The Company has executed an agreement with Newmont Mining Corporation (Newmont) over its highly prospective South Monitor land package in southern Nevada (refer Figure 1). This agreement compliments the Company’s proximal Jupiter farm-in and joint venture agreement announced with Renaissance Gold Inc. last Quarter
Ramelius has the right to earn up to 80% equity in the South Monitor Gold Project by spending US$8M over eight years via staged earn-ins as outlined below. Ramelius must spend US$250,000 within the first year before it may withdraw and Newmont retains the right to claw back to 70% equity in the project.
...
Welche Liegenschaften meinst du konkret?
Antwort auf Beitrag Nr.: 55.597.333 von Global-Player83 am 25.08.17 12:26:22
- Gold production of 125,488 ounces (13% increase on 110,839 ounces in 2016)
- Revenue of A$197.4M (14% increase on A$173.7M in 2016)
- EBITDA* of A$84.6M (12% increase on A$75.6M in 2016)
- Profit before Tax of A$25.1M (1% decrease on A$25.3M in 2016)
- Profit after Tax of A$17.7M (36% decrease on A$27.5M in 2016)
- Debt-free with net cash & bullion of A$89.9M1 (81% increase on A$49.7M in 2016)
- FY2018 production expected to be 125-135koz at AISC of A$1,120-A1,220/oz
---
Cap. exp. waren mit AUD22.4m + AUD16.5m leicht höher als oben im Beitrag Nr. 135 vom Mai angegeben
=> +7.8% wg. mehr für Exploration und der Water Tank Hill underground gold mine.
Der mit Abstand interessanteste Satz ist dieser (damit niemand gleich einschläft - was auch mal OK ist):
With cash and bullion of A$89.9M at 30 June 2017 and no corporate debt, Ramelius is in a strong financial position to take advantage of any corporate opportunities that may arise.
=> ich kann nur hoffen, keine Dummheiten im Westaustralischen Steppen- und Wüstensand. Da fallen mir nämlich ein paar Liegenschaften ein, die es unbedingt zu meiden gilt mMn.
(Fast) alles wie prognostiziert für FY2017 - und "Opportunities"
HIGHLIGHTS- Gold production of 125,488 ounces (13% increase on 110,839 ounces in 2016)
- Revenue of A$197.4M (14% increase on A$173.7M in 2016)
- EBITDA* of A$84.6M (12% increase on A$75.6M in 2016)
- Profit before Tax of A$25.1M (1% decrease on A$25.3M in 2016)
- Profit after Tax of A$17.7M (36% decrease on A$27.5M in 2016)
- Debt-free with net cash & bullion of A$89.9M1 (81% increase on A$49.7M in 2016)
- FY2018 production expected to be 125-135koz at AISC of A$1,120-A1,220/oz
---
Cap. exp. waren mit AUD22.4m + AUD16.5m leicht höher als oben im Beitrag Nr. 135 vom Mai angegeben
=> +7.8% wg. mehr für Exploration und der Water Tank Hill underground gold mine.
Der mit Abstand interessanteste Satz ist dieser (damit niemand gleich einschläft - was auch mal OK ist):
With cash and bullion of A$89.9M at 30 June 2017 and no corporate debt, Ramelius is in a strong financial position to take advantage of any corporate opportunities that may arise.
=> ich kann nur hoffen, keine Dummheiten im Westaustralischen Steppen- und Wüstensand. Da fallen mir nämlich ein paar Liegenschaften ein, die es unbedingt zu meiden gilt mMn.
Trading Spotlight
Antwort auf Beitrag Nr.: 55.597.333 von Global-Player83 am 25.08.17 12:26:22Meinung des Marktes: keine!
Meinungen zu den aktuellen Zahlen?
https://www.rameliusresources.com.au/wp-content/uploads/bsk-…
https://www.rameliusresources.com.au/wp-content/uploads/bsk-…
Antwort auf Beitrag Nr.: 55.410.476 von freddy1989 am 28.07.17 10:18:52
Goldpreis in A$ / AUD heute: 1587.34
=> wenn wir annehmen, dass 2018 + 2019 (30.6) ca. 120k + 125k = 245k oz. Au in den nächsten beiden Jahren prodziert (und verkauft) werden, dann sind:
(102k+15k) / 245k = ca. 48% gehedged bis dahin. (Rechnung OK?)
Das sind Skeptiker.
Ist zwar nicht der alleraufregendste Goldplay, aber OK für mich.
__
Graham number z.Z. lt. GF bei AUD0.6, Aktienkurs z.Z. bei AUD0.4
4-traders gibt ein Average target price von AUD0.53 an.
=> mMn ist der momentane Aktienkurs nach unten sehr gut abgesichert, nicht jeden Handelstag aber mittel- bis langfristig - und nach oben sind 50% Luft (allerdings ist RMS nicht besonders stark bzgl. des Projected Free Cashflows - immer sind halt Investitionen erforderlich).
Zitat von freddy1989: - At 30 June 2017, forward gold sales consisted of 102,000 ounces of gold at an average price of A$1,711/oz over the period to June 2019, with 15,000 ounces at A$1,722/oz recently added into the period from July 2018 to June 2019
- Nil corporate debt
Goldpreis in A$ / AUD heute: 1587.34
=> wenn wir annehmen, dass 2018 + 2019 (30.6) ca. 120k + 125k = 245k oz. Au in den nächsten beiden Jahren prodziert (und verkauft) werden, dann sind:
(102k+15k) / 245k = ca. 48% gehedged bis dahin. (Rechnung OK?)
Das sind Skeptiker.
Ist zwar nicht der alleraufregendste Goldplay, aber OK für mich.
__
Graham number z.Z. lt. GF bei AUD0.6, Aktienkurs z.Z. bei AUD0.4
4-traders gibt ein Average target price von AUD0.53 an.
=> mMn ist der momentane Aktienkurs nach unten sehr gut abgesichert, nicht jeden Handelstag aber mittel- bis langfristig - und nach oben sind 50% Luft (allerdings ist RMS nicht besonders stark bzgl. des Projected Free Cashflows - immer sind halt Investitionen erforderlich).
Hallo hier die Zahlen nochmal die ich per Mail bekommen habe....
28/7/2017 - June 2017 Quarterly Activities Report
HIGHLIGHTS – OPERATIONS, RESOURCE DEVELOPMENT & EXPLORATION
- Group gold production of 29,859 ounces at an AISC of A$1,168/oz (US$876/oz*) (Guidance A$1,200/oz or US$900/oz*)
- Annual gold production of 125,488 ounces at an AISC of A$1,169/oz (US$877/oz*) (Guidance A$1,050/oz or US$787/oz)
- Milky Way, Stellar/Stellar West, Brown Hill, Vegas & Shannon open pits (Mt Magnet) - Multi-pit mining proposal approved, fleet mobilised 26 June 2017
- Water Tank Hill – up-front capital complete, ore intersected, ready for production
- Shannon – excellent drilling results, outlining underground potential including;
- 5.7m at 10.6 g/t Au from 149.3m in GXDD0055
- 6.2m at 39.5 g/t Au from 168.8m in GXDD0056
LIFE OF MINE PLAN
- Updated Life-of-Mine Plan released, including Morning Star open pit resource, covering a 4-year life with underground extensions being drilled
PRODUCTION GUIDANCE – SEPTEMBER 2017 QUARTER & FY2018 FULL YEAR
- Group gold production for the September 2017 Quarter is expected to be between 28-32,000 ounces at an AISC of ~A$1,100/oz (US$825/oz*)
- Capital development expenditure of approximately A$23.8M:
- Milky Way open pit (Mt Magnet) - A$13.5M
- Stellar/Stellar West/Brown Hill Nth open pits (Mt Magnet) – A$6.3M
- Exploration (Mt Magnet & Vivien) - A$4.0M
- Annual group gold production for FY2018 full year is expected to be approximately 125-135,000 ounces at an AISC of A$1,120-A$1,220/oz
- Capital development, including exploration, for FY2018 is expected to be A$39.0M
*exchange rate assumed 0.75 US$: A$
HIGHLIGHTS – CORPORATE
- Quarterly gold sales A$45.6M at an average sale price of A$1,630/oz
- Cash & gold on hand of A$89.9M (Mar ‘17 Qtr: A$90.2M), after A$10.3M capital development expenditure comprising Water Tank Hill decline development (A$4.1M) & exploration at both Mt Magnet and Vivien (A$6.2M)
- At 30 June 2017, forward gold sales consisted of 102,000 ounces of gold at an average price of A$1,711/oz over the period to June 2019, with 15,000 ounces at A$1,722/oz recently added into the period from July 2018 to June 2019
- Nil corporate debt
28/7/2017 - June 2017 Quarterly Activities Report
HIGHLIGHTS – OPERATIONS, RESOURCE DEVELOPMENT & EXPLORATION
- Group gold production of 29,859 ounces at an AISC of A$1,168/oz (US$876/oz*) (Guidance A$1,200/oz or US$900/oz*)
- Annual gold production of 125,488 ounces at an AISC of A$1,169/oz (US$877/oz*) (Guidance A$1,050/oz or US$787/oz)
- Milky Way, Stellar/Stellar West, Brown Hill, Vegas & Shannon open pits (Mt Magnet) - Multi-pit mining proposal approved, fleet mobilised 26 June 2017
- Water Tank Hill – up-front capital complete, ore intersected, ready for production
- Shannon – excellent drilling results, outlining underground potential including;
- 5.7m at 10.6 g/t Au from 149.3m in GXDD0055
- 6.2m at 39.5 g/t Au from 168.8m in GXDD0056
LIFE OF MINE PLAN
- Updated Life-of-Mine Plan released, including Morning Star open pit resource, covering a 4-year life with underground extensions being drilled
PRODUCTION GUIDANCE – SEPTEMBER 2017 QUARTER & FY2018 FULL YEAR
- Group gold production for the September 2017 Quarter is expected to be between 28-32,000 ounces at an AISC of ~A$1,100/oz (US$825/oz*)
- Capital development expenditure of approximately A$23.8M:
- Milky Way open pit (Mt Magnet) - A$13.5M
- Stellar/Stellar West/Brown Hill Nth open pits (Mt Magnet) – A$6.3M
- Exploration (Mt Magnet & Vivien) - A$4.0M
- Annual group gold production for FY2018 full year is expected to be approximately 125-135,000 ounces at an AISC of A$1,120-A$1,220/oz
- Capital development, including exploration, for FY2018 is expected to be A$39.0M
*exchange rate assumed 0.75 US$: A$
HIGHLIGHTS – CORPORATE
- Quarterly gold sales A$45.6M at an average sale price of A$1,630/oz
- Cash & gold on hand of A$89.9M (Mar ‘17 Qtr: A$90.2M), after A$10.3M capital development expenditure comprising Water Tank Hill decline development (A$4.1M) & exploration at both Mt Magnet and Vivien (A$6.2M)
- At 30 June 2017, forward gold sales consisted of 102,000 ounces of gold at an average price of A$1,711/oz over the period to June 2019, with 15,000 ounces at A$1,722/oz recently added into the period from July 2018 to June 2019
- Nil corporate debt
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