Asanko Gold: MOz Au Deposit im PFS-Stage an der Börse mi 0 bewertet (Seite 17)

[dosto]

Zijin Gold Field

man sieht wie schwach die Aktionärsbasis bei Asanko war (bei wieviel anderen Minern ist das genauso) um sowas abzuwehren.

Rundum ist diese Meldung eine

Teil-Alt-Aktionärs-Enteignung

bedankt Euch höflich dafür

[dosto]

Asanko hat 5 Moz Reserven

---------------------------------

jetzt nicht mehr.

[faultcode]

Asanko Gold to Receive US$185m From Gold Fields for 50% JV Interest

https://www.asanko.com/News/News-Details/2018/Asanko-Gold-to…

...
Asanko Gold Inc. (“Asanko” or the “Company”) (TSX:AKG) (NYSE American:AKG) is pleased to announce that it has entered into certain definitive agreements under which Asanko will receive US$185 million for a 50% joint venture (“JV”) interest in its Asanko Gold Mine (“AGM”) from subsidiaries of Gold Fields Limited (“Gold Fields”) (JSE:GFI) (NYSE:GFI), one of the world’s largest gold producers and the second largest gold producer in Ghana.
...

=>
...
Transaction Highlights

* Asanko will receive from Gold Fields:

- US$165 million in cash, payable upon closing of the JV Transaction expected before end of Q3 2018

- US$20 million in cash, also payable for the JV Transaction, on an agreed Esaase development milestone but in any event no later than December 31, 2019

- US$17.6 million from Gold Fields for a 9.9% private placement in Asanko shares at a price of US$0.79 anticipated to be completed in the immediate future

- Asanko will remain the manager and operator of the AGM and will continue to be paid an arm’s length management fee for services rendered to the JV of approximately US$6 million per annum

- Asanko will use the proceeds primarily to repay its outstanding Red Kite debt of US$164 million

- Asanko views the JV as a significantly superior outcome than a restructuring of the Red Kite debt facility as it provides a balanced risk/return profile and creates a debt free platform that will enable Asanko to accelerate growth opportunities and pursue its strategy of becoming a mid-tier gold producer
...

[Global-Player83]

Reserven zu haben und zu produzieren ist kein ausschlaggebendes Kriterium wenn die Kosten nicht stimmen...

[startvestor]

Antwort auf Beitrag Nr.: 57.303.832 von ernestokg am 16.03.18 21:57:24

Zijin scheint jedenfalls Hoffnung für Asanko zu haben:

https://www.theglobeandmail.com/investing/markets/stocks/AKG…

Cut 2 und der Stripping Horror in Nkran hin oder her, Asanko hat 5 Moz Reserven und produziert. Langfristig wirds wohl richtig sein, heute zu kaufen. Red Kite scheint sehr zahm, Pleite also eher unwahrscheinlich. Man muss halt sehen, wie der Kurs das miese H1 verkraften wird.

[ernestokg]

Antwort auf Beitrag Nr.: 57.299.434 von dosto am 16.03.18 14:28:01

Zitat von dosto: Sind jetzt bei mir 2018 rausgefallen aus der Rubrik evt. hoffnungsvoller Goldproduzent.
Nix zum setzen, nur zum dealen.

Hallo Meister dosto,

gibt es denn in der heutigen Zeit noch so etwas " hoffnungsvoller Goldproduzent " ?


Wenn ich in mein Depot gucke, bezweifele ich das zunehmend.

[dosto]

Sind jetzt bei mir 2018 rausgefallen aus der Rubrik evt. hoffnungsvoller Goldproduzent.
Nix zum setzen, nur zum dealen.

[startvestor]

Antwort auf Beitrag Nr.: 57.288.703 von Global-Player83 am 15.03.18 15:22:20

Und das ist eine Guidance. Wir haben hier aber ein Management, das seine Guidance nie schafft. D.h. man sollte eher mit AISC von 1.200 USD/oz rechnen.

Die entscheidende Frage ist aber, ob das nicht längst eingepreist ist. Die MK liegt knapp über 150 Mio. USD - das haben manch überbewertete Explorer. Trotzdem machen die ständig schlechten News wenig Freude.

[Global-Player83]

Na die Kosten für 2018 von 1050-1150, sagen wir mal 1100 sind im Vergleich zu 2017 bei 1007$/oz schon recht happig. 100$/oz * 200 koz =...

[faultcode]

2017 und Outlook bis 2023

https://www.asanko.com/News/News-Details/2018/Asanko-Gold-Re…

FY 2017 Highlights:

Financial

* Gold sales of 206,079 ounces at an average realized gold price of $1,243 per ounce generating gold revenue of $256.2 million
* Cash provided by operating activities of $123.2 million, an increase of 124% compared to FY 2016
* Net income attributable to common shareholders of $6.1 million ($0.03 per common share), a $19.3 million increase relative to FY 2016
* Cash and immediately convertible working capital of $54.6 million as at December 31, 2017

Operating

* Gold production of 205,047 ounces, within 2017 amended guidance range
* AISC of $1,007/oz versus guidance of $920 – 960/oz, primarily due to higher capitalized pre-stripping costs at Nkran
* Introduction in Q4 2017 of optimized mine plan associated with P5M - includes larger Cut 2 pushback at Nkran to provide higher ore yields during the next capital growth phase of the AGM, expected to commence in 2019
* Mining flexibility increased with addition of Akwasiso and Dynamite Hill brought into production
* Successfully completed process plant volumetric upgrades, now achieving rates at or above 5Mtpa on a consistent basis
* Acquisition of highly prospective Miradani concession area, adjacent to the AGM

Corporate

* Expansion DFS confirmed economic viability of two growth projects, P5M and P10M
* Indicative term sheet signed with Red Kite, subject to fees, terms and conditions, to defer first principal repayment by up to three years to enable construction of conveyor in 2019 – definitive agreements expected to be signed in early Q2 2018

2018 Guidance

* Targeting 200,000 – 220,000 ounces of gold at AISC3 of $1,050 – 1,150/oz, weighted in favour of H2 2018 when ore yields from Nkran resume steady state production levels
* • H1 2018: 90,000 – 100,000 ounces at AISC3 of $1,200 – 1,300/oz
* • H2 2018: 110,000 – 120,000 ounces at AISC3 of $950 – 1,050/oz

5-Year Outlook (2019 – 2023)

* Optimized mine plan, using current mine operating data, has improved the multi-pit schedule and reduced the overall strip ratio to deliver competitive AISC over a life of mine of 19 years
* Average annual production over outlook period (2019 – 2023) of 253,000 ounces at AISC of $860/oz, an increase in ounces and improvement in AISC3 versus previous P5M unoptimized plan of 243,000 ounces at AISC of $1,007/oz
* Optimized plan generates improved cashflows to provide Asanko with sufficient liquidity during the period of capital spend on Esaase, the installation of the overland conveyor and subsequent debt repayment


=> da steht "...generates improved cashflows..." - also im Sinne von Tatsachen formuliert => darum wohl auch -6.40% z.Z. an der NYSE (bei zugebenermassen schwachem Goldumfeld)