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i assume this because, orginal plan was spin-out of yukon, which now makes no sense and might not be possible. Because you need to finance it ongoing, and Bill did sayed in the BNN interview that every project need to stand on it`s own! (incl. B.... |
4/22/2013 1:11:08 PM |
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and he is right: What most investors seem not to understand that a Gold deposits are not equal and it`s all about the margin. this is especially imporant to AMB because their major Royalties are GSR`s which mean a 100% margin. I have to admit: my... |
4/22/2013 11:40:07 AM |
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http://www.marketwire.com/press-release/pascua-lama-preliminary-injunction-chile-major-construction-works-argentina-unaffected-nyse-abx-1777371.htm bad for RGL. makes the case eve stronger that our potfolio is superior, MDW got all permits and Ne... |
4/10/2013 11:30:14 AM |
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hm bad for RGL you have to admit. large portion of 2015+ growth potential. http://www.marketwire.com/press-release/pascua-lama-preliminary-injunction-chile-major-construction-works-argentina-unaffected-nyse-abx-1777371.htm |
4/10/2013 11:28:01 AM |
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GRO does have cash and can whenever they like ask their Partner Franco-Nevada for help. I assume Ryan has a buyer for the COP shares at a higher price. |
3/21/2013 3:39:14 PM |
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a) who took this 2million? i assume Bill, Paul ...(might be that Paul wanted this?) b) yes true, if AMB would be just a development company it would go much lower on this move, but: do not forget SSL and most propably other watching closely...it ... |
3/17/2013 2:25:24 PM |
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Giverbullets& all other who sold: I can understand you, those who bet on a producing Yukon mine by 2014/2015 as an initial investment thesis are understandably selling. An educated Investor, should always follow their Thesis and if it turns o... |
3/13/2013 2:17:11 PM |
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SSL: Marketcap 900million AMB: Marketcap: 40million SSL attrib. ounces by 2017: 75.000 AMB attrib. ounces by 2017: 10.000-14.000 So that looks like a very accretive transaction for SSL (i hope it does not happen), but. SSL would only need to dil... |
3/11/2013 12:23:28 PM |
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Marketcap: 39million NPV of Pan Royalty at current Goldprice: 33million Value of holings in other companies + cash: 6 million "For free" - all other Royalties incl. the already paying AMR ounces from several projects - Brewery Creek - A... |
3/11/2013 9:28:11 AM |
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yep, you got it: GSR is BEFORE TAX and other cost, so deminising these Royalties would have significant impact on cash-cost per ounce. NPV at current Gold price is 245million on Pan, after tax, and discounted. so not discounted and pre tax its 40... |
3/8/2013 1:20:05 PM |
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