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Semafo Inc T.SMF

Sector: Metals & Mining | Sub-Sector: Gold
Alternate Symbol(s):  SEMFF

Semafo Inc through its subsidiaries is engaged in the gold mining activities including exploration, development and operations. The Company presently owns and operates a gold mine in Burkina Faso.
Price: $3.72 | Change: +$0.03 | %Change: +0.81%
Volume: 700,791 | Day High/Low: 3.73/3.62 | 52 Week High/Low: 5.48/2.39
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0 stars

RE:RE:RE:RE:RE:Anybody have access to analyst reports on SMF?

those are good points. I know the chatter on the street is changing just a bit  - if you know what I mean about smf. The market in general is slow to these facts than you and I but when  sentiments...read more
0 stars

RE:RE:RE:RE:RE:Anybody have access to analyst reports on SMF?

Hope to see some exploration results on May 13 conference call.  rate and reply
0 stars

RE:RE:RE:RE:Anybody have access to analyst reports on SMF?

One big difference between smf and tgz is that the large land acquisition by smf is far from their mill so they need to spend hundreds of million to build a new mill, while the large land acquisition...read more
0 stars

RE:RE:RE:Anybody have access to analyst reports on SMF?

this company's valuation is one of those mystery in the junior space. Although its on a different lifecycle than other west african producers.  I do agree with your statement that SMF's valuation is...read more
0 stars

RE:RE:RE:Anybody have access to analyst reports on SMF?

That goes with every stock even if based on future growth. They're all overpriced.  Shake shack is worth $28-30m per store even declining stores. look at amazon's cap and revenue way over priced.  rate and reply
0 stars

RE:RE:Anybody have access to analyst reports on SMF?

Tocat, I admit I exaggerated a little.  You are right that 1.5 million ounces in the hand would be worth $1.8 billion, while today's market value of SMF is 'only' $1.$1 billion. The real point is...read more
1.5 stars

RE:Anybody have access to analyst reports on SMF?

You got it wrong!!  1.5 mil oz @ $1200 = $1.8 bil . I think I'd pay $140 mil for that much gold in my hand. Plus they have no debt, they just set up a small $90 mil line of credit.  rate and reply
2.5 stars

Anybody have access to analyst reports on SMF?

I am very curious to see how the professional analysts get their valuations, and I am open to being corrected if I got it wrong.  Anybody have access to analyst reports they can share?  rate and reply
4.5 stars

RE:any comments on latest drill results

My opinion: they went into debt to buy 1.5 million possible ounces in the ground.  Even if they had those ounces in the hand and sold them today, it would barely pay for the market value of the...read more
3 stars

up $15 on the Asia open

NY short boys going to have heartburn tonight and will cover asap in Am. Im still saying $20 closing tomorrow.  My call options are feeling golden right now.. which is an overdue change. cheers...read more
0 stars

any comments on latest drill results

Some massive grades http://www.mining.com/semafo-outlines-1-1m-oz-gold-burkina-buy/  rate and reply
3.5 stars

RE:RE:RE:big day Monday here

we all have had our azz handed to us in the juniors.  you must stay nimble and the capital flows wil go to those juniors that have low debt, low all in costs and operate in safe countrys wilh stable...read more
0 stars

RE:RE:big day Monday here

I like seeing hopeful Gold investors.  Like most here, I've been taken out to the woodshed with Junior Gold stocks.  Unfortunately, I doubt we see the 20 to 30 dollar increase and even if we do, it...read more
0 stars

RE:big day Monday here

I like the call 20-30 so gold revisit the 1220-30 range, april-may should be great for gold perhaps run to 1300+, am looking at these two miners and if spread tightens or SMF continues to be the king...read more
5 stars

big day Monday here

US job report sucked big time and the US dollar getting creamed.  Gold should pop for another $20 and follow thru into the gold stocks will be big.  US markets will get creamed on Monday and the good...read more
0 stars

RE:RE:RE:RE:RE:RE:RE:RE:Much higher grade!

ts9222 wrote: You are so right. For a $200m company, $26m free cash flow per quarter is peanuts. They should have minimum $100m free cash flow every quarter, $400m per year. Any dividend below 30...read more
0 stars

RE:RE:RE:RE:RE:RE:RE:RE:Much higher grade!

heads must roll if that doesn't happen.  ts9222 wrote: goldenegg wrote: Q4 was good not great   You are so right. For a $200m company, $26m free cash flow per quarter is peanuts. They should...read more
0 stars

RE:RE:RE:RE:RE:RE:RE:Much higher grade!

goldenegg wrote: Q4 was good not great You are so right. For a $200m company, $26m free cash flow per quarter is peanuts. They should have minimum $100m free cash flow every quarter, $400m per...read more
0 stars

RE:RE:RE:RE:RE:RE:Much higher grade!

yes 5x is excessive however TGZ did themselves in last yr by doing an issuance at 83 cents, terrible q2/q3 results - if those didn't happen TGZ would be at a higher valuation. Q4 was good not great...read more
0 stars

RE:RE:RE:RE:RE:Much higher grade!

The OJVG was a one time acquisition paid for by Franco. If you look at the quarters after the acquisition, they did have free cash flow including $26m in latest Q4. I can say the same for smf's...read more