Diskussion und Meinungen zu Atico Mining (Seite 14)
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ISIN: CA0475591099 · WKN: A1JVJW · Symbol: ATY
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Antwort auf Beitrag Nr.: 44.078.437 von IIBI am 29.01.13 18:15:16
Wäre nicht schlecht.
Es sollen ja noch news kommen bin gespannt wie die ergebnisse sind.
Wie schrieb ein Börsenbrief : Hier deutet sich eine langfristige Traumstory an.
.
Wäre nicht schlecht.
Es sollen ja noch news kommen bin gespannt wie die ergebnisse sind.
Wie schrieb ein Börsenbrief : Hier deutet sich eine langfristige Traumstory an.
.
denke die werden die Mine gar komplett kaufen, die Anlage ausweiten und in einem Jahr wird die Produktion laufen! In zwei Jahren gut für 3-4$ bei dem Management
Antwort auf Beitrag Nr.: 44.078.311 von IIBI am 29.01.13 17:53:21
Das ist gut.
Wie ist Deine Einschätzung für die nächsten 6 Monate.
Das ist gut.
Wie ist Deine Einschätzung für die nächsten 6 Monate.
voll dabei Monte!
Hallo bin ich hier alleine oder sind noch welche dabei.
Trading Spotlight
Info. aus Stockhouse
If Atico was a straight old exploraton play I probably wouldn't have purchased shares, but what got me excited about this play was the fact that they can buy a 90% interest in an operating mine. We need to consider that:
- permitting a mine takes a long time, whereas El Roble has its permits in place
- building a tailings facility, constructing a ramp, installation of a mill, etc., would probably cost far in excess of the $14 million Atico can buy in for. I can't think of a single junior that could get their deposit up and running at a cost of $14 million. At the bare minimum they are looking at $20 - $30 million in capital and they haev to have the ore milled at a third party site, which adds significant operating costs.
- G+A and working capital amounts necessary to build a mine are probably somewhere in the range of $3 - $5 million a year, and it would probably take at least a year and a half to two years to get a feasibility study, PFS, etc., completed... savings of $6 - $10 million
The only thing ATY management has to concern themselves with is finding more ore. Not a lot of juniors are in this position.
The only issue with ATY that I can foresee is the fact that some of the mining equipment and the mill may require refurbishments. That said, considering the mill is currently operational, I would think that it is not in too bad of shape. Either way, refurbishing mining equipment and a mill I would venture to guess is a lot cheaper than buying it new. They are kind of in a similar situation as Flinders Resources... yes it may cost them $20 - $30 million to refurbish everything, but the cost of rebuilding that infrastructure and equipment in todays dollars would be $80 - $100 million.
Don't underestimate the value of the infrastructure and equipment in place, imho that is why this Company should be trading closer to $2.00 / share.
Read more at http://www.stockhouse.com/bullboards/messagedetail.aspx?p=0&…
If Atico was a straight old exploraton play I probably wouldn't have purchased shares, but what got me excited about this play was the fact that they can buy a 90% interest in an operating mine. We need to consider that:
- permitting a mine takes a long time, whereas El Roble has its permits in place
- building a tailings facility, constructing a ramp, installation of a mill, etc., would probably cost far in excess of the $14 million Atico can buy in for. I can't think of a single junior that could get their deposit up and running at a cost of $14 million. At the bare minimum they are looking at $20 - $30 million in capital and they haev to have the ore milled at a third party site, which adds significant operating costs.
- G+A and working capital amounts necessary to build a mine are probably somewhere in the range of $3 - $5 million a year, and it would probably take at least a year and a half to two years to get a feasibility study, PFS, etc., completed... savings of $6 - $10 million
The only thing ATY management has to concern themselves with is finding more ore. Not a lot of juniors are in this position.
The only issue with ATY that I can foresee is the fact that some of the mining equipment and the mill may require refurbishments. That said, considering the mill is currently operational, I would think that it is not in too bad of shape. Either way, refurbishing mining equipment and a mill I would venture to guess is a lot cheaper than buying it new. They are kind of in a similar situation as Flinders Resources... yes it may cost them $20 - $30 million to refurbish everything, but the cost of rebuilding that infrastructure and equipment in todays dollars would be $80 - $100 million.
Don't underestimate the value of the infrastructure and equipment in place, imho that is why this Company should be trading closer to $2.00 / share.
Read more at http://www.stockhouse.com/bullboards/messagedetail.aspx?p=0&…
Antwort auf Beitrag Nr.: 44.074.264 von valueinvestor am 28.01.13 20:03:41
Danke Dir für Deine Ausarbeitung.
Danke Dir für Deine Ausarbeitung.
interessant, danke
Antwort auf Beitrag Nr.: 44.073.069 von Montekaolino am 28.01.13 16:12:17Kupfer
Zeus 19,5 Mio lbs
Goliath 37,5 Mio lbs
Maximus 47 Mio lbs
Zusammen also 104 Mio lbs,
Kupferäquivalent:
Zeus 32 Mio lbs
Goliath 44 Mio lbs
Maximus 69 Mio lbs
Zusammen also 145 Mio lbs,
Herleitung die selbe, obige Unwägbarkeiten gelten natürlich auch für diese Schätzung. Für ein vorrangies Kupfervorkommen sind diese Zahlen die aussagekräftigsten, ich komm halt vom Gold her und rechne immer alles in Gold um, weil da die Vorstellung am genauesten ist.
Zeus 19,5 Mio lbs
Goliath 37,5 Mio lbs
Maximus 47 Mio lbs
Zusammen also 104 Mio lbs,
Kupferäquivalent:
Zeus 32 Mio lbs
Goliath 44 Mio lbs
Maximus 69 Mio lbs
Zusammen also 145 Mio lbs,
Herleitung die selbe, obige Unwägbarkeiten gelten natürlich auch für diese Schätzung. Für ein vorrangies Kupfervorkommen sind diese Zahlen die aussagekräftigsten, ich komm halt vom Gold her und rechne immer alles in Gold um, weil da die Vorstellung am genauesten ist.
Antwort auf Beitrag Nr.: 44.072.902 von valueinvestor am 28.01.13 15:44:01
Danke für deine Info.
Kannst das auch mal bei Kupfer errechnen.
Danke.
Danke für deine Info.
Kannst das auch mal bei Kupfer errechnen.
Danke.
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