dmuy’s details
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Come on. Silver streaming is the worst kind of shareholder dilution. Stick with the loans. They've got a lot of collateral. |
5/22/2013 10:20:06 AM |
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If TGZ acquires OLE, I think the following means they can buy out that option. I'm thining that the govt would still be carried at 10% though which is TGZ's current rate. Senegal has agreed to support Teranga in its plan for further dev... |
5/10/2013 12:24:52 PM |
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Some questions you might want to ask yourself:Why is TGZ so anxious to shore up its near term balance sheet and cash flow by high grading and closing out its hedge book?What is the biggest issue investors have against TGZ? Perhaps lack of reserv... |
5/6/2013 10:42:18 AM |
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Listen to the TGZ presentation at the European Gold Forum at about the 12:35 mark: http://www.europeangoldforum.org/egf13/webcast-egf13/egf13-webcast-day-2.html |
5/3/2013 9:57:52 AM |
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You can't exp[ect to get the full NPV as the buyer would have to assume risks and want a decent return on their investment. Also, I think the NPV calculation only starts when CAPEX needs to kick in so there would be further discounting from t... |
2/1/2013 1:20:41 PM |
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Surprised to see insider buying continue with the PP financing upcoming: TSX Venture ExchangeCompany Name : Roxgold Inc.Last Updated: January 31, 2013DateSymbolInsiderBuysVolumeInsiderSellsVolumeInsiderBuysValue $InsiderSellsValue $InsiderBuysTra... |
1/31/2013 8:45:50 PM |
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IMO, a smart consolidator would make a bid to pick up OLE first. While I think a TGZ/OLE deal would be good for both, I think TGZ needs OLE but OLE doesn't need TGZ. The OLE project is robust on its own merit. If an aquirer picks up OLE firs... |
1/31/2013 2:36:48 PM |
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A 17 year mine life is longer than you'd normally like to see, but maybe they wanted to stick to 1 plant of a moderate size to avoid the capex sticker shock that has tanked a lot of the other stocks that have recently come out with FS's. ... |
1/31/2013 12:34:23 PM |
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I think it's obvious that OLE's oz's would be accretive to TGZ especially looking at how they are quickly advancing the smallish Gora deposit to truck to the mill. Also, they mention they need higher gold prices to convert much of the... |
1/30/2013 11:46:52 AM |
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Toronto Stock ExchangeCompany Name : Endeavour Mining CorporationLast Updated: January 25, 2013DateSymbolInsiderBuysVolumeInsiderSellsVolumeInsiderBuysValue $InsiderSellsValue $InsiderBuysTransactionInsiderSellsTransactionCurrency01/25/2013EDV117... |
1/25/2013 9:24:33 PM |
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