First Majestic, ein Silberjunior auf dem Weg in die Mittelklasse? (Seite 3220)
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@alle
Hier hat mal einer aus den "Bullboards" eine Berechnung zu den potentiellen Blue Note Mining - Gewinnen angestellt. Er kommt auf 255 Mio. Cashflow bei 1,50 Blei, wenn die openpid mit höheren Bleigehaltwen genutzt wird, können die Umsätze noch höher liegen.
Gewinn dürfte dann bei 150 + x liegen. Oder knapp die MK! Das heisst, das KGV liegt nicht viel über 1.
Hey Canoe
The 110,000 tonnes referred to in the article should have been zinc concentrate, rather than zinc.
BN is hoping that their zinc concentrate will contain 50% zinc.
- might be closer to 48%
- and if so, that means the concentrate tonnage will be higher
- but that’d also mean they’d be paying more in smelter fees, because of the higher concentrate tonnage
Fine grained zinc ores (as at BN’s deposits) naturally contain more impurities, which lowers the zinc content of produced concentrates.
Two grains of impurity doesn’t add much to the weight of a large crystal, but a single grain of impurity adds plenty to the weight of a small crystal.
The basic zinc mineral is sphalerite, which is ZnS.
- Zn has atomic weight of 65.409
- S has atomic weight of 32.065
- so even with ZERO impurities, the highest possible zinc content would be 67%
(ADA’s deposit has nice large sphalerite crystals, which allows for higher zinc recovery from their ore – and ADA expects its concentrate will contain 60% zinc)
----- -----
About 12-15% of the zinc-in-concentrate will be lost to the smelter.
BN’s formally targeted zinc recovery from the ore is 79.9%.
But they’re hoping to boost that to as high as 84%, which would amount to 5% higher zinc production.
- if 5% higher zinc recovery is achieved, then zinc concentrate production volume will be 5% higher
===== =====
From BN’s Aug2006 Micon report filed on SEDAR, 2008 production costs on PAYABLE metals are estimated as follows:
Offsite costs, including smelter fees & transport… $53,082,000
Onsite mining/processing/admin/royalties………… 53,876,000
This gives total costs against revenue of $106,958,000.
----- -----
The August Dejardins report estimates total costs to amount to 90 cents per pound of zinc output, along with 119,798,000 pounds of expected zinc output.
That works out to total expected 2008 costs against revenue of $107,818,200.
We’ve got a pretty good match here between the Micon and Dejardins cost estimates.
----- -----
2008 payable metals are forecasted by Desjardins as:
- 119,798,000 pounds zinc
- 51,000,000 pounds lead
- 1,263,000 pounds copper
- 1,300,000 ounces silver
At $1.30/pound zinc, $1.50/pound lead, $3.50/pound copper and $13.50/ounce silver…
- 2008 revenue would be U.S. $254.2 million
[I suspect we’ll actually be seeing higher production/revenues from lead/silver/gold.]
MfG, Langfristtrend
Hier hat mal einer aus den "Bullboards" eine Berechnung zu den potentiellen Blue Note Mining - Gewinnen angestellt. Er kommt auf 255 Mio. Cashflow bei 1,50 Blei, wenn die openpid mit höheren Bleigehaltwen genutzt wird, können die Umsätze noch höher liegen.
Gewinn dürfte dann bei 150 + x liegen. Oder knapp die MK! Das heisst, das KGV liegt nicht viel über 1.
Hey Canoe
The 110,000 tonnes referred to in the article should have been zinc concentrate, rather than zinc.
BN is hoping that their zinc concentrate will contain 50% zinc.
- might be closer to 48%
- and if so, that means the concentrate tonnage will be higher
- but that’d also mean they’d be paying more in smelter fees, because of the higher concentrate tonnage
Fine grained zinc ores (as at BN’s deposits) naturally contain more impurities, which lowers the zinc content of produced concentrates.
Two grains of impurity doesn’t add much to the weight of a large crystal, but a single grain of impurity adds plenty to the weight of a small crystal.
The basic zinc mineral is sphalerite, which is ZnS.
- Zn has atomic weight of 65.409
- S has atomic weight of 32.065
- so even with ZERO impurities, the highest possible zinc content would be 67%
(ADA’s deposit has nice large sphalerite crystals, which allows for higher zinc recovery from their ore – and ADA expects its concentrate will contain 60% zinc)
----- -----
About 12-15% of the zinc-in-concentrate will be lost to the smelter.
BN’s formally targeted zinc recovery from the ore is 79.9%.
But they’re hoping to boost that to as high as 84%, which would amount to 5% higher zinc production.
- if 5% higher zinc recovery is achieved, then zinc concentrate production volume will be 5% higher
===== =====
From BN’s Aug2006 Micon report filed on SEDAR, 2008 production costs on PAYABLE metals are estimated as follows:
Offsite costs, including smelter fees & transport… $53,082,000
Onsite mining/processing/admin/royalties………… 53,876,000
This gives total costs against revenue of $106,958,000.
----- -----
The August Dejardins report estimates total costs to amount to 90 cents per pound of zinc output, along with 119,798,000 pounds of expected zinc output.
That works out to total expected 2008 costs against revenue of $107,818,200.
We’ve got a pretty good match here between the Micon and Dejardins cost estimates.
----- -----
2008 payable metals are forecasted by Desjardins as:
- 119,798,000 pounds zinc
- 51,000,000 pounds lead
- 1,263,000 pounds copper
- 1,300,000 ounces silver
At $1.30/pound zinc, $1.50/pound lead, $3.50/pound copper and $13.50/ounce silver…
- 2008 revenue would be U.S. $254.2 million
[I suspect we’ll actually be seeing higher production/revenues from lead/silver/gold.]
MfG, Langfristtrend
Antwort auf Beitrag Nr.: 32.092.730 von German2 am 20.10.07 12:04:52der usd geht schon heute abend weiter in die knie... 1.433
This last Sep Fr was the # 2 pick out of all the PMs at the conference in my option. They have all ways under promised and over delivered. I have added to my position in this stock and have followed this stock for the last 3 years. If you want a pump and run type management this is the wrong company to buy but if you want to get rich over the next 10 years this is one stock to hold on to. I was really impressed with the company presentation and how much they have accomplished in the last 12 months. I believe that after talking to Myers that we will have 300 million ounces in the ground by the end of 08. I left the conference knowing that I had to but more of this stock.
Antwort auf Beitrag Nr.: 32.083.483 von langfristtrend am 19.10.07 13:45:35ich hatte das nur einmal in deutschland bei softline-verkauf (auch noch ne deutsche aktie) selbst bei umsatzlosen ausändern sah ich dann mal nur meine order als tagesorder ohne teilausführung. mit 2-5% aufpreis klappts dann schon meistens, sonst wird sie halt gar nicht ausgeführt... schade dass es kein "All or none" gibt wie bei us-aktien
Antwort auf Beitrag Nr.: 32.083.115 von prof19 am 19.10.07 13:20:18Candente mal wieder über 2 CAD.... kein Wert läuft so ruhig kontinuierlich nach oben (ausser als subprime und peruanischen erdbeben gleichzeitig war 
)
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Antwort auf Beitrag Nr.: 32.083.867 von Dornentaenzer am 19.10.07 14:13:48exactamente!
Antwort auf Beitrag Nr.: 32.087.381 von mrbk1234 am 19.10.07 17:58:29och was solls ... kann man günstig genco einkaufen...
Antwort auf Beitrag Nr.: 32.084.472 von German2 am 19.10.07 15:04:14Bei Sterling ein ähnliches Bild!
heut geht Silber aber
..warum schenken hier einige immer noch unter pari ihre Aktien her? .. ist mir ein Rätsel
..warum schenken hier einige immer noch unter pari ihre Aktien her? .. ist mir ein Rätsel
Antwort auf Beitrag Nr.: 32.083.653 von langfristtrend am 19.10.07 13:57:03Merci beaucoup!
Ok, wenn sie die Wahrheit sagen, nämlich
"Mine and mill operations are stabilizing and metallurgical performance is continuously improving. We expect to be meeting our planned production and metallurgical performance targets by year end"
und man den Produktionszielen aus der Präsentation glauben kann, dann sieht das ja gar nicht so schlecht aus...
Ok, wenn sie die Wahrheit sagen, nämlich
"Mine and mill operations are stabilizing and metallurgical performance is continuously improving. We expect to be meeting our planned production and metallurgical performance targets by year end"
und man den Produktionszielen aus der Präsentation glauben kann, dann sieht das ja gar nicht so schlecht aus...
Durchsuchen
30.04.24 · Guido vom Schemm · First Majestic Silver Corporation |
29.04.24 · Der Finanzinvestor · Bayer |
18.04.24 · wallstreetONLINE Redaktion · Hecla Mining |
16.04.24 · IRW Press · First Majestic Silver Corporation |
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