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ALAMOS GOLD INC. (NEW) - Die Neue --- Hält dieses Unternehmen . . . . .



Begriffe und/oder Benutzer

 

. . . . das was es seinen Alt-Aktionären versprochen hat?:confused:

Wie im Juni 2015 von dem Management der beiden Gold- und Silberförderern geplant, es handelt sich hierbei um die mittelgroßen kanadischen Unternehmen ALAMOS GOLD und AURICO GOLD seine Aktionäre informiert haben, das sie sich für eine Fusion unter Gleichen entschieden haben.

Alle Aktionäre von beiden Unternehmen haben dieser Fusion in getrennten abgehaltenen "Results Conferencen" im Monat Juni 2015 dafür gestimmt.


Viele Einzelheiten von dieser Fusion sind bereits auf den beiden alten Threads bereits eingestellt worden.

Hier noch die Webseite von dem neuen Unternehmen: http://www.alamosgold.com/investors/reports-and-financials/d…

und die neue WKN: A14WBB

Damit sich die hier interessierten User darüber informieren können sind beide Alt-Threads hier mit eingestellt.

ALAMOS GOLD z. B. hier mit der Thread

Thread: Alamos Gold Inc.

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

AURICO GOLD INC. hier:

Thread: Auf zu neuen Ufern - AuRico übernimmt Northgate Minerals
Hier findet ihr einige Informationen zu dem neu fusioniertem Unternehmen . . . .
ALAMOS GOLD INC. (NEW)

Das Unternehmen wurde aus ALAMOS GOLD und AURICO GOLD, zwei mittelgroßen Goldförderern am 6. Juli gegründet und direkt an die Börse gebracht.

Beide Unternehmen fördern in diesem Jahr ca. 350k bis 400k Goldunzen.

Viele Infos könnt ihr bereits der im alten Thread eingestellten Präsentation entnehmen. Hier ist sie noch einmal:

Merger of Equals Between Alamos Gold and AuRico Gold

http://www.alamosgold.com/files/doc_presentations/2015/Alamo…

Beide Unternehmen haben ihre Goldfelder in sicheren Staaten, wie in Canada, Mexiko und aber auch in der Türkei.

Gehandelt werden die Aktien dieses neuen Unternehmens sowohl in Canada, den USA als auch in Deutschland.

Die deutsche WKN ist A14WBB, die ISIN-Nr CA0115321089/USD.

Wie bereits in den alten Thread's dieser beiden Unternehmen eingestellt, hat sich aus dieser Fusion noch ein weiteres Unternehmen gebildet.

Dieses Unternehmen >AURICO METALS INC.< verfügt über das Förderprojekt von Gold, Silber und Kupfer welches der Aurico Gold bisher allein gehörte, über die Untertage-Minen > Kemess North < und > Kemess East < in British Columbia/Canada.

Früheren Präsentationen war zu entnehmen, das in den beiden Minen bis zu 10 Mill Goldunzen liegen sollen.

Eine Präsentation, veröffentlicht am 14.Juli 2015, von Aurico Metals stelle ich hier der Vollständigkeitshalber ebenfalsls zur Info ein.


AURICO METALS INC.
Corporate Presentation
July 2015


http://www.auricometals.ca/cmsAssets/docs/pdfs/2015-07-13_AM…" target="_blank" rel="nofollow">http://www.auricometals.ca/cmsAssets/docs/pdfs/2015-07-13_AM…


Wie sich diese Fusion auf die Anleger der beiden Unternehmen auswirkt könnt ihr dieser bereits am 11.7.2015 von mir veröffentlichten Darstellung entnehmen.

schrieb am 11.07.15 15:56:51 im ALAMOS GOLD Thread (alt(
Beitrag Nr. 67 (50.165.529)

----------------------------------------------
Alamaos und Aurico haben ein e Fusion geplant und keiner von Beiden übernimmt . .
. . . .den anderen.

Der Deal läuft wie folgt:

Du als Inhaber von 200 bisherigen ALAMOS- Aktien erhälts aus diesem Zusammenschluß folgendes:

1. du bleibst Besitzer von 200 ALAMOS GOLD-Aktien (NEW)-
Der Kurs ist z. Zt bei ca. 4,40 € (11./.015)

2. Du erhälst weiter als Besitzer dieser alten 200 ALAMOS-Aktien einen Anteil von 87,940 Shares von dem neuen Unternehmen AURICO Metals INC. Der Preis ist der von dir angegebene Kurs von 0,365 € = Summe 32,098 €

Beide Aktien-Kurse sind z. Zt sehr tief gefallen, warum, das kann ich dir leider auch nicht sagen.

Les dich bitte durch beide Threads durch, dann wirst du wissen, das
1) Alamos Gold (New) in den nächsten Jahren bis zu 700k Goldunzen fördern will.

Ob dann dieser derzeitige Kursverfall bei der neuen ALAMOS GOLD gerecht-fertigt ist, muss du halt selbst entscheiden.

2) Aurico Metals verfügt über das Asset der beiden Kemess-North und der Kemess-East Mine in British Colombia mit einem Unzengehalt von ca. 10 Millionen Gold. Allerdings liegen diese noch im Boden und müssen erst gefördert werden.

Außerdem erhält Aurico Metals Inc eine Royalty Vergütung von den Minen Young Davidson (1 1/2 %)und den beiden australischen Minen Fosterville (2 %) und Stawell (1 %).


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

Bei den Inhabern von Aurico Gold-Aktien ist das allerdings anders.

Sie erhalten für 1 Aurico-Aktie erhälst du 0,5046 Stck der neuen Aktie.

Auch bei den Aktien von Aurico für das neue Unternehmen Aurico Metals Inc.
erhälst du nur 0,2219 Aktie-Stücke der neuen Ausgabe.
Als Beispiel für 100 AUQ-Aktien nur ca. 22 Stück von den Aurico Metals. Das sind nicht einmal 25 %.

Ich finde diese Aktionäre sind schon beschiessen worden.:D

Klar, AUQ sitzt auf Schulden von ca. 350 Mill $ und ALAMOS steht ein Barkapital von ca. 430 mill $ zur Verfügung.:keks:

Ich würde mir wünschen hier in Zukunft nicht den Allein-Unterhalter zu spielen.

Also los, gebt eure guten und schlechten Meinungen zu diesem neuen Wert einfach hier hinein und lasst eure Luft ab.

Nicht das ihr sonst ersticken müßt. :cool:
Antwort auf Beitrag Nr.: 50.191.467 von boersentrader02 am 15.07.15 12:57:43
Hier ist eine Präsentation von AURICO GOLD aus dem Februar 2015




Und hier wird über die 10,6 Mill Gold-Unzen gesprochen, Auszug aus der for the AuRico Gold Fourth Quarter Earnings Results Conference Call vom 20. Febr. 2015

http://seekingalpha.com/article/2935916-aurico-golds-auq-ceo…

Diesen Text findet ihr auf der Seite 2:
I think one of the key highlights to Kemess in 2014 was the significant exploration discovery that we made at Kemess East beginning this year in January we reported our initial resource which was a significant resource came in at 5.5 million gold equivalent ounces in total now Kemess in terms of our total reserve and resource inventory we’re now carrying around 10.6 million gold equivalent ounces.
Es gibt eben schon viele Aktionäre die den derzeitigen Verfall dieser Aktie
. . . . .nicht verstehen können. Aber der einzelne Aktionär ist gegen die Kräfte des Marktes machtlos. :D



The Sell-Off In Alamos Is Done And Shares Have Upsid
e
Jul. 14, 2015 3:07 PM ET | About: Alamos Gold Inc (AGI), Includes: AUQ, GDX

Summary

Alamos Gold's stock has sold off 25.28% over the past three months, compared to a 15.77% drop in the gold miners index.
The sell-off has been overdone in my opinion. Even though I wasn't crazy about the AuRico gold merger, I think shares are too undervalued here too ignore.
The new Alamos has more than $400 million in cash and will produce over 400,000 gold ounces annually, potentiall growing to 700k. I think shares are a buy here.


http://static.cdn-seekingalpha.com/uploads/2015/7/14/sauploa…" target="_blank" rel="nofollow">http://static.cdn-seekingalpha.com/uploads/2015/7/14/sauploa…

AGI data by YCharts

Recent Stock Price: $4.74

Shares Outstanding: 281.67 million

Market Cap: $1.34 billion

52-Week Range: $4.53 - $10.14


Alamos Gold and AuRico Metals (NYSE:AUQ) completed their previously announced merger on July 2, and since that time, shares of the new company have declined nearly 16%. While part of this is due to a drop in the price of gold, Alamos has fallen much harder than both the benchmark gold miners index (NYSEARCA:GDX), which has fallen just 3.67%.

Is this justified? In my opinion, the sell-off in Alamos Gold shares looks a little overdone here, so I'm considering buying.

As I mentioned in a previous article, I felt the merger between Alamos and AuRico was actually a better deal for AuRico than Alamos, as AuRico carried $300+ million in debt while Alamos had $300+ million in cash with no debt at all. I liked both of the company's assets, but felt like Alamos was getting the short-end of the stick.

As the saying goes, there's no such thing as a bad investment, just a bad price. I think shares of Alamos are attractively priced here for a few reasons, and could begin to outperform.

First, the company's balance sheet is actually pretty strong, despite taking on new debt form the merger. The new company has $90 million in net cash ($403 million cash and equivalents versus $313 million in total debt), and $494 million in working capital, according to the investor presentation. And there are no significant debt maturities until 2020, which means Alamos has plenty of time to either repay or refinance the debt. If the company really wanted to, it could repay all of its debt today, and still have $90 million cash on hand.

Next, the Young Davidson mine (acquired by Alamos from AuRico) has been performing better than expected of late - in the first quarter of the year, the mine produced gold at all-in sustaining costs of $987 per ounce, the third straight quarter of sub-$1,000 costs. While guidance calls for costs between $950 to $1,050, it looks like costs will fall on the lower end of this guidance.

This cost figure is better than what's expected of the Mulatos mine, which should average $1,100 in AISC this year; Mulatos won't see a significant decrease in cash costs until 2017, when low-cost production from the La Yaqui and Cerro Pelon deposit begins. So Young Davidson actually reduces Alamos' total AISC and increases cash flow.

Meanwhile, you can't forget about Alamos' other development assets, such as the Kirazli and Agi Dagi projects in Turkey. The better project, in my opinion, as it requires just $146.1 million in pre-production capex (compared to $278.3 million at Agi Dagi), and will produce gold at total cash costs of $515 (compared to $611 at Agi Dagi), according to studies. With $494 million working capital, Alamos could afford to fund both, which would add 230,000+ ounces of production annually.

The stock looks cheap here when you consider the company's strong balance sheet and enormous growth potential - with Kirazli, Agi Dagi and the Esperanza gold project in production, Alamos could boost its annual production to over 700,000 ounces, while also lowering its AISC. I think this makes the company a strong takeover candidate, so I'm buying shares here.

http://seekingalpha.com/article/3325265-the-sell-off-in-alam…
Seit der Neu-Gründung am 6. Juli 2015 tut sich das Unternehmen aber verdammt schwer.

Hoffentlich kommen sie bald mit ihren Quartalszahlen heraus. Ich hoffe die werden dann den Abwärtsschwung bestimmt aufhalten oder vielleich doch noch mehr befeuern ? :confused::D:confused:

Wer weiß das schin ? :confused:
Solche Verträge gehören einfach dazu. Zu beiderseitigen Sicherheit.
ALAMOS GOLD INC.

and

COMPUTERSHARE TRUST COMPANY OF CANADA

SECOND SUPPLEMENTAL INDENTURE

July 20, 2015

SECOND SUPPLEMENTAL INDENTURE

THIS INDENTURE is dated July 20, 2015.

B E T W E E N:

ALAMOS GOLD INC., a corporation existing under the laws of Ontario,

(“Amalco”)

OF THE FIRST PART

- and -

COMPUTERSHARE TRUST COMPANY OF CANADA, a trust company existing under the laws of Canada and duly authorized to carry on the business of a trust company in all of the provinces and territories of Canada,

(the “Warrant Agent”)

OF THE SECOND PART


http://www.sec.gov/Archives/edgar/data/1178819/0001193125152…
In ca. 14 Tagen kommen sie mit den Zahlen für da 2. Quart. Ob uns das helfen wird ?
Alamos Gold Provides Notice of Second Quarter 2015 Results and Conference Call
07/09/2015

TORONTO, ONTARIO--(Marketwired - July 9, 2015) - Alamos Gold Inc. (TSX:AGI)(NYSE:AGI) ("Alamos" or the "Company") plans to release its second quarter 2015 financial results before the start of trading on Wednesday, August 12, 2015.

Senior management will host a conference call at 12:00 pm ET on that day to discuss the results.

Participants may join the conference call by dialling (416) 340-2216 or (866) 223-7781 for calls within Canada and the United States, or via webcast at www.alamosgold.com.

A playback will be available until August 26, 2015 by dialling (905) 694-9451 or (800) 408-3053 within Canada and the United States. The pass code is 1040518. The webcast will be archived at www.alamosgold.com.

With the previously announced merger between Alamos Gold Inc. (a predecessor to Alamos, "Former Alamos") and AuRico Gold Inc. (a predecessor to Alamos, "Former AuRico") completed subsequent to the end of the second quarter of 2015, the Company will be filing interim consolidated financial statements for the three and six month periods ended June 30, 2015 and associated Management's Discussion and Analysis, for each of Former Alamos and Former AuRico.
Hier hat der Schreiber aber recht.
Seine Kursminderung von 8 auf 6 $ ist vom jetzigen Kurs aus immer noch fast eine Kursverfoppelung, oder ?




Alamos Gold upgraded at Raymond James on valuation
Jul 24 2015, 15:58 ET | About: Alamos Gold Inc (AGI) | By: C
arl Surran, SA News Editor [Contact this editor with comments or a news tip]

Alamos Gold (AGI +7.6%) is upgraded to Outperfrom from Market Perform at Raymond James on valuation, but the firm cuts its price target to $6 from $8, which would still imply a near double from current levels.
After AGI closed its merger with AuRico Gold in early July, the firm believed investors would be better off to stay on the sidelines; AGI has since fallen an "unjustifiable" 46% in two weeks vs. gold at 7%, so the firm believes investors now would benefit in adding to positions as the risk/reward profile has swung in their favor.

http://seekingalpha.com/news/2656825-alamos-gold-upgraded-at…
In ein paar Tagen wird Alamos Gold seine Ergebnisse bekannt geben. Zu diesem Zeitpunkt . . . .
. . . werden sie halt noch nicht davon höheren Preisen profitieren können. Sollte das Gold aber in nächster Zeit mit gesteigerten Goldpreisen glänzen, werden auch sie davon wieder profitieren. Denn steigt das Gold steigt halt auch der Umsatz und der Gewinn. So einfach ist das. :kiss:



Eine neue Gold-Ära wird kommen

geschrieben von: Carsten Englert am 17. Juli 2015



http://www.investoren-kompass.de/aktuelle-kolumnen/eine-neue…
Da wird heute ein super Ergebnis veröffentlicht . das Gold steigt im Kurs und . . . .
. . . . was passiert ?

Alamos (new) steigt um ca. 2 %.

Was ist schkecht an diesem Ergebnsis? Barrick Gold steigt um ca. 5 % und McEwen Mining um über 7 % und Alamos bleibt hintendran.

Ob die Experten mit noch besseren Zahlen gerechnet haben, ich kann das leider nicht beurteilen, aber die Zukunft wird es zeigen ob dies Unternehmen den Markt aufmischen wird, oder nicht ?


Alamos Reports Second Quarter 2015 Results
08/12/2015
Download this Press Release (PDF 143 KB)

TORONTO, ONTARIO--(Marketwired - Aug. 12, 2015) -

All amounts are in United States dollars, unless otherwise stated.

Alamos Gold Inc. (TSX:AGI)(NYSE:AGI) ("Alamos" or the "Company") today reported financial results for the quarter ended June 30, 2015 and reviewed its operating, exploration and development activities.

Subsequent to the end of the second quarter, on July 2, 2015, Alamos Gold Inc. ("Former Alamos") and AuRico Gold Inc. ("AuRico") completed the previously announced agreement to merge the two companies (the "Merger"). Accordingly, the financial statements and associated Management's Discussion and Analysis of both AuRico and Former Alamos for the three and six-month periods ended June 30, 2015 have been reported separately.

For the purposes of this press release, the merged company, which retained the Alamos name, has included the operating and financial results of both Former Alamos and AuRico. The first, second, third and fourth quarters of the Company's fiscal year are referred to as "Q1", "Q2", "Q3" and "Q4", respectively.

Merger with AuRico Gold Inc.

On April 13, 2015, Former Alamos announced a definitive agreement with AuRico to combine the respective companies by way of a Plan of Arrangement (the "Arrangement"), creating a new, leading intermediate gold producer. The Merger combined two top-quality, highly-complementary asset portfolios, including two long-life, cash flow generating gold mines: AuRico's Young-Davidson mine in Ontario, Canada and Former Alamos' Mulatos mine in Sonora, Mexico.

The Arrangement was completed on July 2, 2015 and AuRico and Former Alamos amalgamated to form Alamos. As part of the Arrangement, certain assets of AuRico, including the Kemess project, a 1.5% net smelter return royalty on the Young-Davidson mine, AuRico's Fosterville and Stawell royalties, and $20 million of cash, were transferred to a new company, AuRico Metals Inc. ("AuRico Metals"). Approximately 95.1% of the common shares of AuRico Metals were distributed to Former Alamos and AuRico shareholders. Following completion of the Arrangement, the Company held an equity interest of approximately 4.9% in AuRico Metals.

Under the terms of the Arrangement, each Former Alamos share held was exchanged for 1 Class A common share of Alamos ("Class A Shares"), $0.0001 in cash, and 0.4397 common shares of AuRico Metals, and each AuRico share held was exchanged for 0.5046 Class A Shares and 0.2219 AuRico Metals Shares.

Upon closing, Alamos had approximately 255,505,000 Class A Shares outstanding, with Former Alamos and AuRico shareholders each owning approximately 50%, and AuRico Metals had approximately 118,120,000 shares outstanding, with Former Alamos and AuRico shareholders each owning approximately 50% of the shares not held by Alamos.

President and Chief Executive Officer of Alamos, John A. McCluskey commented on the Merger and second quarter results as follows: "We have created a stronger and better company through the merger. On a combined basis, the Young-Davidson, Mulatos and El Chanate gold mines produced over 95,000 ounces of gold in the second quarter of 2015. With our strong balance sheet, diversified North American based operations and low cost production growth, the merged company is well positioned to succeed in the current gold price environment".

Second Quarter 2015 Highlights

Financial Performance - AuRico


Sold 59,725 ounces of gold at an average realized gold price of $1,194. Revenues totaled $72.1 million in the quarter

Recognized a quarterly loss of $379.5 million or $1.43 per share, reflecting transaction costs of $16.3 million ($11.1 million after-tax) and non-cash charges of approximately $365 million on an after-tax basis, comprised of impairment charges and net realizable value ("NRV") inventory adjustments associated with the Young-Davidson and El Chanate mines, as well as a revaluation charge associated with the Kemess project.

Reported cash of $129.7 million as at June 30, 2015, which is net of the $20.0 million transferred to AuRico Metals on July 2, 2015

Operational Performance - AuRico

Produced a total of 62,606 ounces of gold from the Young-Davidson and El Chanate mines

Gold production from Young-Davidson totaled 39,365 ounces of gold at a total cash cost of $697 per ounce of gold sold before NRV adjustments ($777 per ounce of gold sold after NRV adjustments) and all-in sustaining cost ("AISC") of $1,008 per ounce of gold sold before NRV adjustments ($1,088 per ounce of gold sold after NRV adjustments)

Achieved average daily underground mining rates of 5,149 tonnes of ore per day ("TPD") for the quarter

Underground mining costs of $33 per tonne decreased significantly from $45 per tonne in the second quarter of 2014 and $39 per tonne in the first quarter of 2015 reflecting ongoing productivity improvements and weakness in the Canadian dollar.

Reported record gold production at the El Chanate mine of 23,241 ounces of gold at a total cash cost of $621 per ounce of gold sold before NRV adjustments ($838 per ounce of gold sold after NRV adjustments) and AISC of $878 per ounce of gold sold before NRV adjustments ($1,094 per ounce of gold sold after NRV adjustments)


Financial Performance - Former Alamos

Sold 36,748 ounces of gold at an average realized gold price of $1,198 for revenues of $44.0 million

Recognized a quarterly loss of $14.2 million, or $0.11 per share, reflecting a $3.0 million loss from operations, $8.2 million of transaction costs associated with the Merger and a $1.4 million foreign exchange loss

Reported cash and cash equivalents of $249.1 million as at June 30, 2015

Operational Performance - Former Alamos


Produced 33,000 ounces of gold at a total cash cost of $861 per ounce of gold sold and AISC of $1,154 per ounce of gold sold

Achieved above budgeted crusher throughput levels at the Mulatos mine of 18,100 TPD

Received a positive ruling from the Turkish High Administrative Court which reinstated the Environmental Impact Assessment ("EIA") certificate for the Kirazli gold project

Subsequent to quarter-end

Completed the merger between AuRico and Former Alamos on July 2, 2015. The new company, Alamos, commenced trading on the Toronto Stock Exchange and New York Stock Exchange on July 6, 2015 under the symbol "AGI". Former Alamos and AuRico shares were delisted on the same day

In conjunction with the merger, certain assets of AuRico were transferred to a new company, AuRico Metals, including $20 million cash, the Kemess project, a 1.5% net smelter royalty on the Young Davidson mine and the Fosterville and Stawell royalties


Combined Production & Cost Summary (1)


http://www.alamosgold.com/news-and-media/news-releases/news-…
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