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kirkland lake gold

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  1. simidoc 25 januari 2019 10:49
    quote:

    MOL1555 schreef op 25 januari 2019 09:05:

    Al winst genomen Simidoc? Als je het mij vraagt staan we over een jaar op de 80 CAD. En met een hoger kwartaal (!) dividend. Ik weet het, ik ben positief, maar de kans is groot.
    Nee heb op dit aandeel nog geen winst genomen.Blijf er voorlopig vol in zitten.

    finance.yahoo.com/news/gold-mining-ce...
  2. forum rang 10 DeZwarteRidder 1 februari 2019 21:16
    Kirkland Lake: An underrated gold stock

    One of the lesser-known gold mining companies with four producing mines in Canada and Australia, Kirkland Gold is growing at an astounding pace.

    After ending fiscal 2017 with record gold production of 596,405 ounces, thanks to a 74% jump in production from its Fosterville mine in Australia and higher production from all mines, Kirkland has even bigger plans for 2019 and beyond.

    Kirkland is targeting 10% to 15% annual growth in production over the next three years and hopes to hit 1 million ounces by 2021, with half of it coming from Fosterville. Its AISC, meanwhile, is expected to drop from $930 per ounce of gold sold in 2016 to $735-$760 an ounce in FY 2018 and only $630-$680 per ounce in FY 2019.

    Rising production and declining costs make for a formidable combination for any mining company.

    Also, I expect Kirkland's capital expenditures to peak in 2019 and taper from there as it wraps up major expansion programs. That should mean greater free cash flows, part of which will likely go to shareholders in the form of higher dividends. Kirkland has already increased its dividends twice since it started paying out a quarterly dividend from mid-2017. Overall, Kirkland appears to be on solid footing, which is why I expect the stock to continue commanding a premium over mid-tier mining peers in the near term.

    =========================================================================
    SSR Mining: A small gold miner with huge potential

    SSR Mining stock finally seems to be breaking out after trading within a narrow range for nearly two and a half years. There are solid reasons why the market is getting increasingly bullish about the Canada-based mining company with three operating mines, one each in Nevada, Saskatchewan, and Argentina: its future plans.

    In recent years, SSR Mining's gold equivalent production has decelerated but is on the verge of a turnaround, with the miner projecting its gold equivalent production to grow 41% by 2021 thanks primarily to its flagship mine, Marigold in Nevada.
  3. forum rang 10 DeZwarteRidder 2 februari 2019 20:40
    quote:

    svenhedin schreef op 2 februari 2019 18:36:

    Al door mij elders geplaatst, doch lijkt mij ook op dit forum van belang:
    www.analyse.be/analyse/Spoken-in-de-p...
    Het commentaar over Novo begint vanaf minuut 25. (De presentatie is ook interessant om een overzicht te krijgen van Kirkland Lake Gold, onze grootste aandelenpositie in de modelportefeuille.)

    Hier volgt wat Kirkland's CEO gisteren te zeggen had over Novo Resources (in vet geplaatst en onderlijnd door mijzelf):

    "..We had our geologists looking at NVO for quite some time..one thing about Novo,there's definitively gold there,and you can go there and pick it up yourself....and the thesis is a potentialy very very large deposit..

    Recognizing it's a greenfield, brand new discovery greenfield exploration project,and so the work is to try to figure out what's here and realy try to understand it;it's still in the early stages,and they just really got the first permit for the exploration at Comet Well...

    It's a potentially very large deposit,physically the gold is there and we were able to trace the gold on Purdy's Reward and Comet Well ...8 km in that one area,and if you tie it all the way toward DeGrey is ,you got like 90 km of exposure of conglomerates that you're finding nuggets and watermelon seeds everywhere,and so you got a sense that something that's got 90 km on strike is definitively got the potential to go down dipping,and the challenge is to figure out what's here.

    The way we structured the investment into NVO is the company is financed properly to go and do the work and carry exploration without having to worry about what's happening in the market;they can focus on exploring,and figuring it out 'cause we think there's something there,so take away all that noise that we know

    if you weren't properly financed,how do you go to next step?how do you decide what to do?so they're properly financed to do that.And I also tell you we did not make this investment into NVO resources 'cause we want to be an investor like you,we're not an investor,we're a mining company.I like to think that you as a shareholder,you invested in KL ,you don't want us to do the same as you're doing,we invested in NVO because we ,our option,our optionality is to try to get early in,we eventualy be the operator and the miner on this property,and we think there's potential there."

    Kirkland's CEO zegt dus enkele zéér belangrijke punten over Novo:

    1/ Er is zeker goud en het project heeft het potentieel om een zeer grote goudmijn te worden.

    2/ Het project is echter nog in een beginfase.

    3/ De regio bezit het potentieel van goudconglomeraten over een lengte van 90 kilometer. Van de vondsten van Novo tot bij De Grey Mining.

    En last but not least...

    4/We hebben ervoor gezorgd dat Novo voldende gefinancierd is dat ze zich géén zorgen moeten maken over hun beurskoers en gewoon hun werk kunnen doen. Kirkland Lake investeerde in Novo om uiteindelijk dit project te leiden én te mijnen.

    Dit positieve commentaar van Kirkland's CEO zorgde duidelijk voor een herstelrally gisteren in het Novo aandeel.
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