Moneta Gold - 4 Millionen Unzen Gold in Ontario (Seite 10)

[Kongo-Otto]

Initiate Moneta Porcupine Mines Haywood Securities Sector Outperform 0.50 02/04/13

http://stocktargetprice.com/

[Kongo-Otto]

Antwort auf Beitrag Nr.: 44.061.229 von Entenhaus2 am 24.01.13 20:54:52

Hallo,

sorry, die Frage kann ich dir auch nicht beantworten.
Kontakt zum Management hatte ich noch keines.

[Entenhaus2]

Wisst ihr warum die getätigten Erkundungskosten nicht kapitalisiert worden sind?
Vom MM bekam ich darauf noch keine Antwort. Benötigen die generell mehr als eine Woche?

Bye Entenhaus

[Entenhaus2]

Beim Blick in die auf Sedar angegebenen Veröffentlichungen fand ich zunächst bemerkenswert, dass Moneta so geringe Kosten für Exploration bilanziert hat (rund 1,6 Mio $). In einem Report vom Mar 31 2011 gab es jedoch unter der Position Mineral properties and deferred costs über 14 Mio. $. Damit ändert sich auch das Eigenkapital erheblich.
Warum werden so wenig Kosten für Exploration bilanziert. Für ein Unternehmen mit über 50 Mio. MK ist die Bilanz sehr dürftig.

[Kongo-Otto]

überbrücken wir die News-freie Zeit ein wenig mit ner alten Empfehlung (von Anfang Dezember 2012):

http://www.lomltd.com/equity_research/morning_notes/pdf/12%2…

-> Speculative Buy - Target: 0.95$

[Kongo-Otto]

Moneta Announces closing of $8.1 million Bought Deal Financing

http://finance.yahoo.com/news/moneta-announces-closing-8-1-1…

[Kongo-Otto]

nochmal Insiderkäufe:

Dec 17/12 Dec 17/12 Henry, Alexander David Control or Direction Common Shares 10 - Acquisition in the public market 5,500 $0.310
Dec 17/12 Dec 17/12 Henry, Alexander David Control or Direction Common Shares 10 - Acquisition in the public market 7,000 $0.305
Dec 17/12 Dec 17/12 Henry, Alexander David Indirect Ownership Common Shares 10 - Acquisition in the public market 12,500 $0.310

http://canadianinsider.com/node/7?ticker=ME

[Kongo-Otto]

und weiter geht es bei den Insidern:

[Kongo-Otto]

vielleicht das noch, aus dem Bericht:





[...]
25.0 INTERPRETATION AND CONCLUSIONS

[...]
• P&E concludes that the combined deposits have economic potential as an open pit and underground mining and milling operation.

• The envisaged underground longhole mining method is estimated to experience mining dilution in the order of 20% at a grade of 0.57 g/t Au. Mine recovery (extraction) is estimated to be 75%. The open pit Potentially Economic Portion of the Mineral Resources is diluted by 8.3% at a grade of 0.44 g/t Au and has a 98% mine extraction factor applied.

• P&E has assumed that the open pit operation would use 45 m3 capacity excavators and 320 t capacity haul trucks and dispose waste rock and overburden in mined-out sections of the open pits to the greatest extent possible. This approach would be expected to reduce haulage requirements and open pit operating costs. This approach may be need to be modified in future technical studies as the mine planning and the pit development sequence and bench plans are detailed and as such there is a risk that the open pit operating costs could increase beyond the current estimates. In consideration of this possibility, P&E has assessed the effect of higher than projected open pit operating costs on the Project using the PEA pre-tax cashflow model and a scenario in which the estimated pit operating costs in years 1 to 11 increase by 10%, 20% and 30%. The results of this side assessment are shown in Table 25.1. See also the mine planning recommendation in Section 26

• The project was evaluated on a pre-tax cash flow basis and generates a net cash flow of $1,398.9 million. This results in a pre-tax Internal Rate of Return (IRR) of 24.4% and a pre-tax Net Present Value (NPV) of $747.7 million when using a 5% discount rate. In the base case (US$1,350/oz Au) scenario, the project has a payback period of 3.1 years from start of commercial production. The average life-of-mine cash cost is Cdn$680/oz gold, at an average operating cost of $22.49 per tonne of mineralized rock processed.

• The pre-tax base case (US$1,350/oz Au) NPV is most sensitive to gold metal price followed by operating costs, capital costs and discount rate.

[...]



So, Meinungen bitte!

[Kongo-Otto]

Moneta Files Technical Report on Updated Mineral Resource Estimate and Preliminary Economic Analysis for Golden Highway on SEDAR

http://www.sedar.com/DisplayCompanyDocuments.do?lang=EN&issu…

[...]





[...]

usw.....

schaut es euch am Besten selbst komplett an.
Steht sehr viel Interessantes drin, auch zu den Minen (Open Pit & Underground), zu den CAPX, den OPEX etc.!