Unterbewertete Gold-Minen-Aktien?
06.02.14 20:04
#151
Silberlöwe
Ich glaube das es bald wieder aufwärts
geht mit Hecla.
Mal sehen ob ich damit richtig liege.
Mal sehen ob ich damit richtig liege.
06.02.14 20:32
#152
Henning1896
Lass Silber erst einmal wieder
auf die Füsse kommen dann läuft es hier gleich wieder wie geschmiert.
Ich glaube auch daran das es bei Hecla schnell aufwärts gehen kann.
Hängt wie gesagt alles nur am Silberspot, aber der kommt und dann kracht es, mM.
Ich glaube auch daran das es bei Hecla schnell aufwärts gehen kann.
Hängt wie gesagt alles nur am Silberspot, aber der kommt und dann kracht es, mM.
11.02.14 16:10
#153
videomart
Peter Grandich gestern über Sunridge Gold:
"I believe the countdown to a deal has begun. I believe such a deal is going to have to be in the $.50 - $.75 area and the better the metals and mining shares behave, the higher the deal can be. The company will continue to do all the things it should do to move forward into production and if that ends up being the road versus M & A, it shouldn’t be a bad thing."
http://moneytalks.net/peters-content/11742-grandich-musings.html
http://moneytalks.net/peters-content/11742-grandich-musings.html
12.02.14 02:06
#154
videomart
"The most undervalued Gold producer currently"
http://www.stockhouse.com/companies/bullboard/...corp?postid=22191155
13.02.14 17:10
#156
videomart
Eric Coffin's Meinung dazu:
"Sunridge Fires The Starter’s Gun"
Eric Coffin's HRA Special Delivery Alert
05 FEBRUARY, 2014
http://www.sunridgegold.com/i/pdf/Media/SGC-Reprint-SD-537.pdf
Eric Coffin's HRA Special Delivery Alert
05 FEBRUARY, 2014
http://www.sunridgegold.com/i/pdf/Media/SGC-Reprint-SD-537.pdf
20.06.14 16:30
#157
videomart
Der am schnellsten wachsende Goldproduzent...
B2Gold:
"Wir sind der am schnellsten wachsende rentable Goldproduzent weltweit."
Björn Junker, 04.06.2014
http://www.goldinvest.de/index.php/...le-goldproduzent-weltweit-31053 "Wir sind der am schnellsten wachsende rentable Goldproduzent weltweit."Björn Junker, 04.06.2014
"Wir sind der am schnellsten wachsende rentable Goldproduzent weltweit."
Björn Junker, 04.06.2014
http://www.goldinvest.de/index.php/...le-goldproduzent-weltweit-31053 "Wir sind der am schnellsten wachsende rentable Goldproduzent weltweit."Björn Junker, 04.06.2014
20.06.14 17:07
#158
greenhorn_de
lupakagold
ich bin bei lupakagold eingestiegen !
was mein ihr dazu ?
was mein ihr dazu ?
09.07.14 16:50
#159
videomart
Teranga Gold - Understated And Overlooked
"Teranga Gold Corp (TSE:TGZ) had its target price increased by Mackie from C$1.50 to C$1.80"
June 16th, 2014
http://www.mideasttime.com/...-cnr-dvn-fang-gbx-nfx-se-ses-sn/159159/
Mackie Research:
– BUY
TGZ - TSX $0.66
PROJ. RETURN: 176%
VALUATION: 1.0 x NAVPS
Share Data
Basic Shares O/S (mm) 352.8
Fully Diluted 369.8
Market Cap ($mm) $232.8
NAVPS $1.78
Dividend $0.00
Yield 0.0%
Next Reporting Date September-2014
TARGET: $1.80 (FROM $1.50)
"Understated And Overlooked"
DETAILS – Mine Plan Is Understated
Current mine plan excludes heap-leach material
After TGZ consolidated the gold assets of the Oromin Joint Venture Group (OJVG), we had the opinion TGZ’s revised integration plan did not fully consider exploitation of all ounces reportedly defined by OJVG (and included
in their feasibility study).
In rough terms, of ~3.2 Moz of reserves defined by OJVG, ~1.2–1.5 Moz have been captured in TGZ revised mine plan—suggesting ~1.7–2.0 Moz remain to be assessed and/or incorporated in an economic plan of development. Of these ounces that remain, a good portion (~0.9 Moz) seem to lie in underground reserves which TGZ had previously stated were, in their opinion, not valid.
However, the balance of the remaining material is either open-pit mill ore, or ore that can be processed using heap-leach technology.
TGZ have stated they are working toward having a better handle on heap-leach reserves by year-end.
IMPACT – Additional Underlying Value To Develop
35Koz of additional annual production at a moderate high cost from heap-leach still adds value.
Based on OJVG feasibility work, the heap-leach component identified was
~35Koz of incremental annual production, which would lift total annual production from ~250 Koz to 285 Koz starting potentially in early 2016.
The operating cost to process this material is $700–$800/oz, and incremental capital is ~$120mm. However, given the sizeable amount of low-grade stockpiles already built by TGZ ($75 mm worth at yearend), there is the prospect TGZ’s heap-leach operation could also draw down a portion of
this long-term inventory and convert it into cash sooner than originally planned (is currently to be processed at end of mine life).
We believe there is ~$0.30 to $0.50/sh of incremental NPV in developing a heap-leach operation. Including a heap-leach component in our valuation of TGZ increases the NAV/sh to $1.78 from $1.48.
Exploration has value too
The exploration potential of the region is excellent. Typical of deposits in this geological terrain of West Africa, mineralization occurs along a structural NE-SW corridor within favourable geological units.
In 2014, TGZ will dedicate $5mm toward exploring this potential.
ACTION – Buy. True Value Not Evident
Hidden value
We believe TGZ has been overly conservative in their assessment of newly acquired asset from OJVG. As an initial start, we should see further detail by year-end.
Corporate Profile
Teranga Gold Corp. is a gold mining company with a focus in West Africa. The company’s flagship asset is the Sabodala mine in Senegal.
Upcoming Events
OJVG Heap-Leach Assessment
FYE Dec 31 Q1/13A Q2/13A Q3/13A Q4/13A 2013A Q1/14A Q2/14E Q3/14E Q4/14E 2014E 2015E
Production Koz 68.3 49.7 36.9 52.4 207.3 52.1 56.0 59.6 62.0 229.7 231.4
Cash Costs US$/oz 535 705 748 632 655 635 614 542 501 573 588
Earnings & Cash Flow Q1/13A Q2/13A Q3/13A Q4/13A 2013A Q1/14A Q2/14E Q3/14E Q4/14E 2014E 2015E
EPS $/share 0.06 0.05 0.09 (0.01) 0.19 0.01 0.01 0.02 0.03 0.08 0.02
P/EPS multiple n/a n/a n/a n/a 3.5x n/a n/a n/a n/a 8.6x 33.0x
CFPS $/share 0.11 0.11 0.15 0.08 0.45 0.05 0.06 0.07 0.09 0.26 0.25
P/CFPS multiple n/a n/a n/a n/a 1.5x n/a n/a n/a n/a 2.5x 2.6x
This report has been created by analysts who are employed by Mackie Research Capital Corporation, a Canadian Investment Dealer. For further disclosures, please see last page of this report.
www.mackieresearch.com The MORNING CALL – TERANGA GOLD CORP. Page 2
RISKS TO TARGET
We see exploration risk as the highest risk to Teranga at this time, as it is heavily dependent on exploration success to discover new gold resources in what we would classify as a wide range of exploration-stage targets on both its mining and exploration concessions.
Furthermore, there are many inherent risks associated with extraction and processing of mineralized material that would have significant impact on the ability of Teranga to produce gold in a cost-effective manner, such as but not exhaustive of the following: execution, commodity prices, capital costs overruns and financing risks.
RELEVANT DISCLOSURES APPLICABLE TO: TERANGA GOLD CORP.
1. Within the last 3 years, Mackie Research Capital Corporation has managed or co-managed an offering of securities by the subject issuer.
2. Within the last 3 years, Mackie Research Capital Corporation has received compensation for investment banking and related services from the subject issuer.
3. In November 2010 an analyst from MRCC visited the Sabodala mine site. In May 2009 Barry Allan also visited the property.
All travel and accommodation for both visits were at the expense of Mackie Research Capital Corporation.
ANALYST CERTIFICATION
Each analyst of Mackie Research Capital Corporation whose name appears in this report hereby certifies that (i) the recommendations and opinions expressed in this research report accurately reflect the analyst’s personal views and (ii) no part of the research analyst’s compensation was or will be directly or indirectly related to the specific conclusions or recommendations expressed in this research report.
Read more at http://www.stockhouse.com/companies/bullboard/...#T4miYz7ZeOQH1WGW.99
"Teranga Gold Corp (TSE:TGZ) had its target price increased by Mackie from C$1.50 to C$1.80"
June 16th, 2014
http://www.mideasttime.com/...-cnr-dvn-fang-gbx-nfx-se-ses-sn/159159/
Mackie Research:
– BUY
TGZ - TSX $0.66
PROJ. RETURN: 176%
VALUATION: 1.0 x NAVPS
Share Data
Basic Shares O/S (mm) 352.8
Fully Diluted 369.8
Market Cap ($mm) $232.8
NAVPS $1.78
Dividend $0.00
Yield 0.0%
Next Reporting Date September-2014
TARGET: $1.80 (FROM $1.50)
"Understated And Overlooked"
DETAILS – Mine Plan Is Understated
Current mine plan excludes heap-leach material
After TGZ consolidated the gold assets of the Oromin Joint Venture Group (OJVG), we had the opinion TGZ’s revised integration plan did not fully consider exploitation of all ounces reportedly defined by OJVG (and included
in their feasibility study).
In rough terms, of ~3.2 Moz of reserves defined by OJVG, ~1.2–1.5 Moz have been captured in TGZ revised mine plan—suggesting ~1.7–2.0 Moz remain to be assessed and/or incorporated in an economic plan of development. Of these ounces that remain, a good portion (~0.9 Moz) seem to lie in underground reserves which TGZ had previously stated were, in their opinion, not valid.
However, the balance of the remaining material is either open-pit mill ore, or ore that can be processed using heap-leach technology.
TGZ have stated they are working toward having a better handle on heap-leach reserves by year-end.
IMPACT – Additional Underlying Value To Develop
35Koz of additional annual production at a moderate high cost from heap-leach still adds value.
Based on OJVG feasibility work, the heap-leach component identified was
~35Koz of incremental annual production, which would lift total annual production from ~250 Koz to 285 Koz starting potentially in early 2016.
The operating cost to process this material is $700–$800/oz, and incremental capital is ~$120mm. However, given the sizeable amount of low-grade stockpiles already built by TGZ ($75 mm worth at yearend), there is the prospect TGZ’s heap-leach operation could also draw down a portion of
this long-term inventory and convert it into cash sooner than originally planned (is currently to be processed at end of mine life).
We believe there is ~$0.30 to $0.50/sh of incremental NPV in developing a heap-leach operation. Including a heap-leach component in our valuation of TGZ increases the NAV/sh to $1.78 from $1.48.
Exploration has value too
The exploration potential of the region is excellent. Typical of deposits in this geological terrain of West Africa, mineralization occurs along a structural NE-SW corridor within favourable geological units.
In 2014, TGZ will dedicate $5mm toward exploring this potential.
ACTION – Buy. True Value Not Evident
Hidden value
We believe TGZ has been overly conservative in their assessment of newly acquired asset from OJVG. As an initial start, we should see further detail by year-end.
Corporate Profile
Teranga Gold Corp. is a gold mining company with a focus in West Africa. The company’s flagship asset is the Sabodala mine in Senegal.
Upcoming Events
OJVG Heap-Leach Assessment
FYE Dec 31 Q1/13A Q2/13A Q3/13A Q4/13A 2013A Q1/14A Q2/14E Q3/14E Q4/14E 2014E 2015E
Production Koz 68.3 49.7 36.9 52.4 207.3 52.1 56.0 59.6 62.0 229.7 231.4
Cash Costs US$/oz 535 705 748 632 655 635 614 542 501 573 588
Earnings & Cash Flow Q1/13A Q2/13A Q3/13A Q4/13A 2013A Q1/14A Q2/14E Q3/14E Q4/14E 2014E 2015E
EPS $/share 0.06 0.05 0.09 (0.01) 0.19 0.01 0.01 0.02 0.03 0.08 0.02
P/EPS multiple n/a n/a n/a n/a 3.5x n/a n/a n/a n/a 8.6x 33.0x
CFPS $/share 0.11 0.11 0.15 0.08 0.45 0.05 0.06 0.07 0.09 0.26 0.25
P/CFPS multiple n/a n/a n/a n/a 1.5x n/a n/a n/a n/a 2.5x 2.6x
This report has been created by analysts who are employed by Mackie Research Capital Corporation, a Canadian Investment Dealer. For further disclosures, please see last page of this report.
www.mackieresearch.com The MORNING CALL – TERANGA GOLD CORP. Page 2
RISKS TO TARGET
We see exploration risk as the highest risk to Teranga at this time, as it is heavily dependent on exploration success to discover new gold resources in what we would classify as a wide range of exploration-stage targets on both its mining and exploration concessions.
Furthermore, there are many inherent risks associated with extraction and processing of mineralized material that would have significant impact on the ability of Teranga to produce gold in a cost-effective manner, such as but not exhaustive of the following: execution, commodity prices, capital costs overruns and financing risks.
RELEVANT DISCLOSURES APPLICABLE TO: TERANGA GOLD CORP.
1. Within the last 3 years, Mackie Research Capital Corporation has managed or co-managed an offering of securities by the subject issuer.
2. Within the last 3 years, Mackie Research Capital Corporation has received compensation for investment banking and related services from the subject issuer.
3. In November 2010 an analyst from MRCC visited the Sabodala mine site. In May 2009 Barry Allan also visited the property.
All travel and accommodation for both visits were at the expense of Mackie Research Capital Corporation.
ANALYST CERTIFICATION
Each analyst of Mackie Research Capital Corporation whose name appears in this report hereby certifies that (i) the recommendations and opinions expressed in this research report accurately reflect the analyst’s personal views and (ii) no part of the research analyst’s compensation was or will be directly or indirectly related to the specific conclusions or recommendations expressed in this research report.
Read more at http://www.stockhouse.com/companies/bullboard/...#T4miYz7ZeOQH1WGW.99
11.07.14 15:40
#160
videomart
Teranga Gold Corp (TGZ)
Morningstar Analyst Rating
Release Date 07-11-2014
http://cobrands.morningstar.ca/ProfileService/.../0P0000RXMY/ST/Quote
Release Date 07-11-2014
http://cobrands.morningstar.ca/ProfileService/.../0P0000RXMY/ST/Quote
02.08.14 15:20
#161
videomart
Teranga: mit KGV von unter 4 sehr günstig bewertet
Hannes Huster, Der Goldreport, 31.07.14 - 18:00 Uhr
http://www.minenportal.de/...Teranga-Gold-3A-Starkes-zweites-Halbjahr
http://www.minenportal.de/...Teranga-Gold-3A-Starkes-zweites-Halbjahr
27.08.14 16:50
#162
videomart
Analyse: Teranga Gold Corporation
veröffentlicht am 2. August 2014
http://www.ariva.de/forum/...eranga-LOM-15-468536?page=0#jump18508912
http://www.ariva.de/forum/...eranga-LOM-15-468536?page=0#jump18508912
27.08.14 18:24
#163
Behu2000
videomart
Bescheidene Frage:
Was soll eigentlich das Teranga Gold gepushe im Hecla Mining Forum ??
Was soll eigentlich das Teranga Gold gepushe im Hecla Mining Forum ??
28.08.14 16:00
#164
videomart
,@ Q Behu2000
Versuch's mal mit Lesen:
Dies ist ein Forum für unterbewertete Goldminenaktien!
Es ist auf keinen Einzelwert beschränkt...
Dies ist ein Forum für unterbewertete Goldminenaktien!
Es ist auf keinen Einzelwert beschränkt...
15.09.14 16:50
#165
videomart
Attraktive Minenaktien
deraktionaer.de | 02.09.2014
...
"Auffällig ist jedoch weiterhin die enorme Stärke der Minenaktien im Vergleich zum Goldpreis in den vergangenen Monaten. Auch Siegel sieht hier eine Bodenbildung. Es ist eine wellenartige Aufwärtsbewegung seit Jahresanfang zu sehen, die sich im August wieder in die Seite verlagert hat. Insgesamt muss jedoch bedacht werden, dass wir aus einem sehr schwachen Jahr 2013 kommen, die Minenaktien weiterhin stark unterbewertet sind und von Anlegern vernachlässigt werden, sagt Siegel.
Dies sieht auch DER AKTIONÄR so und rät deswegen weiterhin auf dem aktuellen Niveau, ausgewählte Goldtitel einzusammeln. Die Favoriten sind hier weiterhin Goldcorp und B2Gold. Aber auch Barrick Gold dürfte nach dem jüngsten Sparkurs mittelfristig zu den Gewinnern zählen."
http://www.deraktionaer.de/derivat/...er-grosse-ausverkauf--85350.htm
...
"Auffällig ist jedoch weiterhin die enorme Stärke der Minenaktien im Vergleich zum Goldpreis in den vergangenen Monaten. Auch Siegel sieht hier eine Bodenbildung. Es ist eine wellenartige Aufwärtsbewegung seit Jahresanfang zu sehen, die sich im August wieder in die Seite verlagert hat. Insgesamt muss jedoch bedacht werden, dass wir aus einem sehr schwachen Jahr 2013 kommen, die Minenaktien weiterhin stark unterbewertet sind und von Anlegern vernachlässigt werden, sagt Siegel.
Dies sieht auch DER AKTIONÄR so und rät deswegen weiterhin auf dem aktuellen Niveau, ausgewählte Goldtitel einzusammeln. Die Favoriten sind hier weiterhin Goldcorp und B2Gold. Aber auch Barrick Gold dürfte nach dem jüngsten Sparkurs mittelfristig zu den Gewinnern zählen."
http://www.deraktionaer.de/derivat/...er-grosse-ausverkauf--85350.htm
15.09.14 17:24
#166
Galearis
ich kaufe trotzdem noch keine Goldminen
auch keine Silberminen, ich habe die Bestände rechtzeitig nach dem Kurserholer abgestoßen.
16.09.14 16:15
#167
videomart
@ Galearis
Jeder muß selbst wissen, was er tut!
Im Falle von Teranga Gold wäre verkaufen wohl die falsche Alternative gewesen:
Seit der Empfehlung von Mackie Research am 16. Juni 2014 ist die Aktie um 25% gestiegen...
Im Falle von Teranga Gold wäre verkaufen wohl die falsche Alternative gewesen:
Seit der Empfehlung von Mackie Research am 16. Juni 2014 ist die Aktie um 25% gestiegen...
18.10.14 04:52
#168
Teras
854693: Und auch HECLA ist unterbewertet...
Grüße vom ollen Silver-Phreak:
Teras.
Teras.
06.11.14 22:51
#169
HiGhLiFE
Hecla mit guten Zahlen
Hecla Mining Swings To Profit
WASHINGTON (dpa-AFX) - Silver producer Hecla Mining Co (HL) Wednesday reported third-quarter net earnings to stockholders of $3.5 million or $0.01 per share compared with a loss of $8.6 million or $0.03 per share last year.
Excluding items, adjusted loss for the quarter was $0.01 per share compared with a loss of $0.02 per share a year ago.
Revenues for the quarter were $135.5 million compared with $106.6 million in the prior year.
Analysts polled by Thomson Reuters estimated earnings of $0.00 per share on revenues of $127.6 million for the quarter. Analysts' estimates typically exclude special items.
Silver production for the quarter rose 25% from last year to 2.9 million ounces, and gold production increased 15% to 42,501 ounces, the company said.
Average realized silver prices for quarter slid to $18.53 per ounce from $22.22 per ounce last year. Realized gold prices were also lower, while realized prices for lead and zinc were higher.
The company declared a quarterly dividend of $0.0025 per share.
Copyright RTT News/dpa-AFX
WASHINGTON (dpa-AFX) - Silver producer Hecla Mining Co (HL) Wednesday reported third-quarter net earnings to stockholders of $3.5 million or $0.01 per share compared with a loss of $8.6 million or $0.03 per share last year.
Excluding items, adjusted loss for the quarter was $0.01 per share compared with a loss of $0.02 per share a year ago.
Revenues for the quarter were $135.5 million compared with $106.6 million in the prior year.
Analysts polled by Thomson Reuters estimated earnings of $0.00 per share on revenues of $127.6 million for the quarter. Analysts' estimates typically exclude special items.
Silver production for the quarter rose 25% from last year to 2.9 million ounces, and gold production increased 15% to 42,501 ounces, the company said.
Average realized silver prices for quarter slid to $18.53 per ounce from $22.22 per ounce last year. Realized gold prices were also lower, while realized prices for lead and zinc were higher.
The company declared a quarterly dividend of $0.0025 per share.
Copyright RTT News/dpa-AFX
06.11.14 22:54
#170
HiGhLiFE
und das bei dem Silberpreis
bei den jetzigen Kursen um die 2$ ist die Aktie ein Geschenk. Die Cashkosten sind super niedrig, Cashbestand ist mit über 200 Mio$ ordentlich, 3 laufende Topprojekte (2x Silber, 1xGold) und mit San Sebastian ein 100 Mio Unzen Silberprojekt in der Hinterhand mit einer Capex von ca. 100 Mio$.
06.11.14 22:57
#171
HiGhLiFE
Golden Star Resources ebenfalls gut
http://seekingalpha.com/news/...urces-beats-by-0_02-misses-on-revenue
sogar mit Quartalsgewinn, trotz schwachem Goldpreis. Restrukturierung und Cashkostensenkung scheinen Früchte zu tragen.
Der Kurs dennoch die letzten Wochen stark unter Druck. Für Kurse um die 0,20€ leg ich auch hier nach.
sogar mit Quartalsgewinn, trotz schwachem Goldpreis. Restrukturierung und Cashkostensenkung scheinen Früchte zu tragen.
Der Kurs dennoch die letzten Wochen stark unter Druck. Für Kurse um die 0,20€ leg ich auch hier nach.
02.12.14 13:49
#173
Silberhamstern
Einschätzung hier?
Wie schätz ihr den Kurs derzeit ein? Schon langsam einsteigen o.noch zu früh,wegen dem fallenden Messer? Ich beobachte den Titel schon einige Zeit,Divi-kürzung hier möglich o. sogar Streichung? wegen der schlechteren Geschäfte in nächster Zeit u. dem Preisverfall bei Silber,Kupfer usw.?
08.12.14 11:35
#174
Klausi Mausi
Kaufen (?)
Ich habe den Titel nun schon mehrmals als Empfehlung gehört und gelesen. Gold, Kupfer und Öl (?) werden hier in einer Aktie abgedeckt - und alles ist am Boden. Natürlich weiß man nicht, wie weit das Messer noch fällt, aber es dürfte fast unten sein.
Weitere interne Infos zu dem Titel habe ich leider auch nicht.
Weitere interne Infos zu dem Titel habe ich leider auch nicht.
08.12.14 21:06
#175
Silberhamstern
ui ui ui
Ich glaub wenn die Rohstoffe,vor allem Öl,weiter so fallen,kanns hier auch noch um einiges runter gehn.Vor allem wenn ich mir den Langzeitchart ansehe.Hier können wohl leider noch viele Stops gerissen werden.

