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    Asanko Gold: MOz Au Deposit im PFS-Stage an der Börse mi 0 bewertet (Seite 28)

    eröffnet am 15.05.13 21:21:26 von
    neuester Beitrag 03.04.24 00:33:30 von
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      schrieb am 10.08.16 16:04:42
      Beitrag Nr. 82 ()
      Antwort auf Beitrag Nr.: 52.730.449 von fallencommunist am 30.06.16 11:42:14
      Zitat von fallencommunist: Meine Meinung dazu: sie lassen bei ihrer Bewertung Esaase aussen vor, d.h. 0.47 CAD ist arg pessimistisch. Wenn ich ihre Annahmen in mein Modell füttere, d.h. Nkran hat nur die Hälfte des Goldes, dann komme ich immer noch auf einen fairen Wert von 4 CAD pro Aktie (davon ~3 CAD aus Esaase). Bisher bin ich von 7 CAD ausgegangen....................



      Frage.

      Hast Du jetzt "einfach" (ungefähr) Rechnung gemacht "halbe Resources = halber "fair" value"?
      Falls, halte ich die Rechnung für, extrem, falsch.



      Habe, darüberhinaus, mit Asanko nichts am Hut.
      5 Antworten
      Avatar
      schrieb am 08.08.16 17:24:53
      Beitrag Nr. 81 ()
      Latest Stockwatch news !
      :) Rosige Aussichten :

      http://www.stockwatch.com/News/Item.aspx?bid=Z-C%3aAKG-23956…


      Recent Trades - Last 10 of 1488
      Time ET Ex Price Change Volume Buyer Seller Markers
      11:03:44 T 5.60 0.12 300 9 BMO Nesbitt 39 Merrill Lynch
      11:03:44 T 5.60 0.12 300 9 BMO Nesbitt 79 CIBC
      11:03:44 T 5.60 0.12 100 9 BMO Nesbitt 101 SG Capital
      11:03:44 T 5.60 0.12 400 9 BMO Nesbitt 1 Anonymous
      11:03:44 T 5.60 0.12 4,000 9 BMO Nesbitt 18 Echelon
      11:02:06 T 5.60 0.12 500 72 Credit Suisse 18 Echelon
      11:01:55 T 5.60 0.12 200 79 CIBC 18 Echelon
      11:01:55 T 5.60 0.12 300 79 CIBC 79 CIBC
      11:01:55 T 5.60 0.12 300 39 Merrill Lynch 18 Echelon
      11:01:27 T 5.60 0.12 200 1 Anonymous 79 CIBC
      Avatar
      schrieb am 28.07.16 09:06:11
      Beitrag Nr. 80 ()
      Avatar
      schrieb am 21.07.16 17:20:58
      Beitrag Nr. 79 ()
      Antwort auf Beitrag Nr.: 52.875.031 von fallencommunist am 20.07.16 15:50:25
      Response to K2
      https://www.asanko.com/investors/response-to-k2
      Avatar
      schrieb am 20.07.16 15:50:25
      Beitrag Nr. 78 ()
      Asanko Short These von K2 Associates

      heute kamen News bei Asanko:


      Q2 2016 Highlights:

      Commercial gold production declared April 1, 2016, a quarter ahead of schedule

      Steady-state production achieved by the end of Q2; now mining the main ore zones in the Nkran pit and mill feed grades in-line with the Mineral Reserve grades

      Gold production of 36,337 ounces, in-line with guidance of 35-40,000 ounces for the quarter

      Gold sales of 35,074 ounces at an average realized price of $1,231 per ounce for gross revenue of $43.2 million

      Balance sheet remains strong with cash and immediately convertible working capital balances of approximately $43.7 million (June 30, 2016), no significant current long term debt obligations and commencement of regular VAT refunds

      H2 2016 gold production guidance of 90,000 - 100,000 ounces reiterated

      ...

      Key Mining Statistics Units Q2 2016
      Total Tonnes Mined t 7,058,830

      Im Short-Report von K2 wurde eine kleine Tabelle angegeben an der man angeblich prüfen könnte, ob Asanko im Plan ist oder nicht. Siehe

      http://media.wix.com/ugd/dfa0f5_5744d5cee7734236831f8600a8ed…

      Auf Seite 15. Ich bin mir aber nicht sicher wie das zu lesen ist.
      1 Antwort

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      schrieb am 30.06.16 15:58:45
      Beitrag Nr. 77 ()
      Antwort auf Beitrag Nr.: 52.732.039 von Totho am 30.06.16 14:15:31ja, bin auch gut rausgekommen zu 3.54. Zeitweise ein bisschen krass runtergeprügelt worden, aber die Eröffnung in Kanada ist tatsächlich etwas schlechter als ich erwartet hatte. Bin mal gespannt, ob da noch ein ausführliches Dementi vom Management kommt.
      Wenn sich der Claim in Wohlgefallen auflöst steige ich evtl. wieder ein. Habe heute mal ein paar Bewertungen gemacht für Alternativen, z.B. Pilot Gold und Dalradian, aber Asanko ist schon (wenn am claim nichts dran ist) noch einer der Top Kandidaten fürs Portfolio.
      So arg viel mehr fallen mir dann nicht mehr ein. Aber evtl braucht es Gold auch nicht das ganze Jahr über im Portfolio.
      Avatar
      schrieb am 30.06.16 14:15:31
      Beitrag Nr. 76 ()
      Antwort auf Beitrag Nr.: 52.730.449 von fallencommunist am 30.06.16 11:42:14Vielen Dank für die Recherche zu dem gestrigen Kursverfall. Hab mich auch gewundert, obwohl es gar nicht sooo stark war. Dennoch habe ich heute noch zu 3,55 meine Stücke verkauft, da ich kein gutes Gefühl dabei hatte und andere Minen vergleichsweise risikoloser sind. Und prompt ne Stunde später fällt das Ding Richtung 3 Euro.
      Also nochmal vielen Dank für die zeitnahe Info :-)
      1 Antwort
      Avatar
      schrieb am 30.06.16 11:42:14
      Beitrag Nr. 75 ()
      der gestrige Kursverfall rührt offenbar von hier:
      http://www.asankoreport.com/

      Ist relativ viel zu lesen. Im Großen und Ganzen ist der Claim, dass Asanko weniger Resources hat als sie behaupten. Sie machen am Ende eine Rechnung und claimen 0.47CAD pro Aktie als fairen Wert.

      Meine Meinung dazu: sie lassen bei ihrer Bewertung Esaase aussen vor, d.h. 0.47 CAD ist arg pessimistisch. Wenn ich ihre Annahmen in mein Modell füttere, d.h. Nkran hat nur die Hälfte des Goldes, dann komme ich immer noch auf einen fairen Wert von 4 CAD pro Aktie (davon ~3 CAD aus Esaase). Bisher bin ich von 7 CAD ausgegangen.
      Wenn der Claim stimmt, muss man natürlich auch die Reserven für Phase 2 hinterfragen.

      Was dem Short-Report am meisten widerspricht ist die Tatsache, dass Peter Breese Anfang Februar 247.000 Aktien gekauft hat.
      Nichtsdestotrotz habe ich meine Position liquidiert, da der Claim - wenn wahr - unmittelbar an meiner Investmentthese kratzt und ich schon länger überlege, meine Goldposition von Asanko auf einen kleineren Explorer zu verlegen, da Asanko schon gut gelaufen ist. Ich hätte mir von Asanko auch ein ausführlicheres Statement erwartet. Kommt vielleicht heute noch.
      8 Antworten
      Avatar
      schrieb am 02.05.16 15:53:33
      Beitrag Nr. 74 ()
      Quelle : Stockwatch

      Asanko Gold to focus on Esaase pit in phase 2 DFS

      2016-05-02 09:12 ET - News Release

      Mr. Peter Breese reports:

      ASANKO GOLD REFINES SCOPE OF PHASE 2 DEFINITIVE FEASIBILITY STUDY

      Asanko Gold Inc. has provided an update on the phase 2 definitive feasibility study (DFS) for its flagship project, the Asanko gold mine in Ghana, West Africa. The DFS was initiated following a positive prefeasibility study (PFS) released in May, 2015.

      Highlights:

      -- Phase 1 excess plant capacity provides optionality for Phase 2 development, DFS to provide for a staged construction scenario
      -- First Stage: Phase 2A
      -- Develop Esaase pit and mine 2Mtpa oxide ores only, build overland conveyor and expand capacity of existing processing facility up to 5Mtpa
      -- Treatment of both Nkran fresh ore and Esaase oxide ore through the existing expanded CIL plant
      -- Targeting +/-280,000 ounces/pa over life of mine from Phase 1 and Phase 2A commencing Q4 2018
      -- Capital cost(1) estimated between US$100 to US$125 million, financed from cash flow
      -- Investment decision expected Q4 2016
      -- Second stage - Phase 2B
      -- Expand Esaase pit and mine oxide and fresh ores and convey to existing processing facility
      -- Install additional milling circuit and flotation plant to expand processing facility to 10Mtpa
      -- Targeting total +/- 480,000 ounces/pa over life of mine for Asanko Gold Mine
      -- Capital cost1 estimated circa US$150 to 170 million, financed from cash flow
      -- Successful public hearing clears way for final stages of permitting of both stages of Phase 2
      -- DFS, including modified scope, on track for publication in Q3 2016


      (1) Based on Phase 2 PFS published on SEDAR June 29, 2015

      Phase 2 Pre-Feasibility Study

      The PFS envisioned integrating the Esaase deposit with Phase 1 to create one large, multi-pit mine and expanding the existing processing facilities to produce an average of 411,000 ounces of gold per annum ("pa") over a 10.5 year Life of Mine ("LoM") from 2018. The ore would be mined and crushed at Esaase and then conveyed to the expanded Phase 1 processing facility, which would include an upgrade to the CIL circuit with two extra tanks to increase capacity from 3Mtpa to 3.8Mtpa and the addition of a 5Mtpa flotation plant.

      Opportunity for Staged Capital Development

      Following the successful commissioning of Phase 1 in Q1 2016, the process plant has demonstrated the ability to operate at greater than 110% of the 3Mtpa design (see news release dated April 6, 2016). This has presented an opportunity to take advantage of the Esaase oxide ore (representing approximately 37% of Esaase reserves) which are well suited to processing through the CIL circuit. Therefore the scope of the Phase 2 DFS has been modified to include a two-stage approach for the integration of the Esaase deposit with Phase 1: -- Phase 2A: development of the Esaase pit, mining up to 2Mtpa of oxide ores and construction of the conveyor to provide the additional ore to process up to 5Mtpa through the existing CIL circuit, which will be upgraded; and -- Phase 2B: mining of both Esaase oxide and fresh ores and expansion of the processing facilities to include the addition of a 5Mtpa flotation plant to bring the total processing capacity up to 10Mtpa.

      Peter Breese, President and CEO, said: "The successful ramp-up of the Phase 1 processing facility and the additional excess mill capacity has led us to re-think our approach for Phase 2. With a hungry mill and a CIL circuit that can be cost effectively upgraded, we believe staging the development of Esaase is a smarter option that we can fund out of cash flow whilst maintaining our strong balance sheet.

      By focusing on mining just the Esaase oxides initially, which will utilize the mill's spare capacity, we can increase gold production by nearly 50%, thereby reducing our unit cost of production and significantly improving cash flow.

      With Esaase about two years away from production, we will look to advance development of the satellite pits as well as continue our near-mine exploration program to find additional resources to keep the mill full until Esaase is brought online."

      Overview of Phase 2A

      The Esaase deposit contains 60.3Mt of Proven and Probable Mineral Reserves2 of which approximately 23Mt are oxide and transition ores. Phase 2A will develop the Esaase pit, mining the oxide portion of the Mineral Reserve to provide an additional 2Mtpa of material which will be blended with 3Mtpa of the Nkran fresh ore and processed through the existing processing facility, which will be upgraded.

      Development will include construction of mining and crushing infrastructure and a 27km overland conveyor belt to transport the ore to the existing processing facility. Brownfield modifications will upgrade the existing processing plant capacity from 3Mtpa up to 5Mtpa. The upgrades to the processing facility that were originally envisioned to expand capacity from 3Mtpa to 3.8 Mtpa in the PFS are now expected to increase production levels up to 5Mtpa. The extent and cost of the modifications will be detailed in the DFS. Additional metallurgical test work, undertaken at ALS laboratories in Perth, Australia, together with operational experience gained from Phase 1 to date has confirmed that metallurgical recovery from blending of the Esaase oxide and Nkran fresh ores will be in-line with the PFS recovery estimates of approximately 90.9%2.

      (2) Based on Phase 2 PFS published on SEDAR June 29, 2015

      Based on the PFS capital cost estimate and mine plan, Phase 2A is expected to take approximately 21 months for detailed design and construction at a capital cost of approximately US$100 - 125 million(2). Production of over 280,000 ounces/pa is targeted to commence in Q4 2018. The increase in production by approximately 47% is expected to improve the overall unit operating costs as the fixed cost of operations is spread over a larger production base. The operating and capital cost estimates are currently being updated as part of the DFS, which is due in Q3 2016.

      Based on the current gold price environment, the Company is forecasting that it should be able to fund construction of Phase 2A from the cash flow from the existing operations.

      Overview of Phase 2B

      The second stage of the project, Phase 2B, will expand the mining operation to mine both Esaase oxide and fresh ores and expand the processing facility with the construction of an additional 5Mtpa milling and flotation plant for the exclusive processing of Esaase fresh ores. Production is expected to exceed 480,000 ounces/pa from 2022 onwards, with total processing capacity of 10Mtpa (3Mtpa from Nkran and 7Mtpa from Esaase).

      The capital cost is expected to be approximately US$150 - 170 million(3) and development of Phase 2B development will be staggered so that the capital cost will be funded from cash flow.

      (3) Based on Phase 2 PFS published on SEDAR June 29, 2015


      Permitting

      A Phase 2 Environmental Impact Assessment ("EIA") was submitted to the Ghanaian Environmental Protection Agency ("EPA") in June 2015 based on the revised scope for development of the Esaase project from a stand-alone operation.

      A Scoping Report and a draft Terms of Reference for the revised project proposal was prepared and submitted to the EPA in August 2015. Following extensive stakeholder engagement, the Company has obtained the necessary support of local stakeholders. This support was formalized in a Public Hearing held by the EPA on April 19, 2016 at which the local stakeholders expressed their desire for Phase 2 to proceed.

      A final Environment Impact Statement ("EIS") is now being prepared and following submission and review, the Company expects to receive its Environment Permit to start construction of Phase 2A in Q4 2016.

      Key Milestones and Timelines:

      Complete Phase 2 DFS Q3 2016
      Receive Environmental Permit Q4 2016
      Investment Decision on Phase 2A Q4 2016
      Start detail design and Construction Q1 2017
      Phase 2A complete Q4 2018
      Avatar
      schrieb am 01.05.16 20:19:42
      Beitrag Nr. 73 ()
      erwarte morgen 4,50 C$ in Kanada
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      Asanko Gold: MOz Au Deposit im PFS-Stage an der Börse mi 0 bewertet