Aldermore Share Discussion Threads

[divinausa1] 25/1/2012 22:40

gold ridge costs are high but will come down....
.
at the end of the day they are making shed loads of money
with today's current gold price and using today's costs
then current year they will make circa additional $45,000,000

[dvsfm] 25/1/2012 20:44

this share is driving me bonkers, decent results, yet we seem to now have a series of lower highs and looks like lower lows are on the way. Is it the cash costs that are keeping us back?

[ronnie corbet] 25/1/2012 20:37

gold stock melt up in US, xau up 6.5%, xau up 6.8% and GDXJ 6.9%.

Has the gold worm finally turned.

[philo124] 25/1/2012 20:30

Gold up $40/oz, that should help the gross margin.

[arja] 25/1/2012 14:46

240 ! I wish but I meant 140 .

[arja] 25/1/2012 14:12

anyone have a thought on whether OZ or UK is lead market for this stock lately ?? It does look as though it is heading for 240 minimum target but most gold stocks have been struggling for a while!

[philo124] 24/1/2012 22:54

Production of 180,000 oz is worth the time of a predator at least looking at them.

[divinausa1] 24/1/2012 22:52

There is no interest in gold stocks at all it seems

with EBITDA at US$9.1 m for the December quarter. Gross cash costs for the year were US$979/oz for Simberi and US$1224 for Gold Ridge and reiterating 180k for 2012. share price does nothing but go down

go figure.....
i think we will be bought out this year

[philo124] 24/1/2012 08:48

I quite like the look of this, have bought this morning.

[kenone] 24/1/2012 08:14

Quite ! Predicted reduction in extraction costs also augers well.

[juju44] 24/1/2012 07:58

sounding a lot more confident.time for this share price to get out of the pit

[kenone] 24/1/2012 07:50

RNS predicts 180k oz for 2012 - big increase. Looking good.

[arja] 13/1/2012 13:19

seems to have run out of steam or hopefuly just pausing for breath !

[juju44] 11/1/2012 09:23

nice . we need 180p to break the downtrend

[sg31] 10/1/2012 19:34

I wouldn't dream of it juju.

[juju44] 10/1/2012 17:29

not getting carried away just reporting an event which may have moved the price . dont shoot the messenger

[sg31] 10/1/2012 17:04

Does anyone take any notice of UK analyst.

[boadicea] 10/1/2012 16:19

Yes juju, noted that too. However, 50% of analysts targets are about par for the course in miners atm.

[juju44] 10/1/2012 16:00

think we are upon strength of UK analyst write up. they say target 312p .now 158 mid

[ajviews] 06/1/2012 15:26

Have been catching up on the latest update for ALD and will be on the watchlist for improved performance and hopefully no more mishaps during 2012. Useful article here discussing the gold equities and bargains in the sector - looks the right place to be IMO - mentions and holds ALD also -

[rastapastamasta] 06/1/2012 10:05

From the Edison note:

Valuation: Moving strongly into profit in 2012
Even as FY11 gold production at Simberi has been downgraded, we still forecast Allied moving strongly into profit in 2012 as the benefit of increased throughput capacity at Simberi takes effect in Q312 and commissioning of Gold Ridge completes and starts to operate at LOM production levels. Based on Alllied achieving these objectives we forecast FY12 earnings of 18.7p (29.9c) per share and PAT of £39.2m (US$62.7m) (cf FY11 earnings -1.7p per share and a forecast loss of £3.3m).

[matt] 06/1/2012 10:01

Thanks rasta

[rastapastamasta] 06/1/2012 09:59

Matt - maybe start here?