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Mariana Share Discussion Threads
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|Perhaps the Canadians will purchase their shares from AIM as we are pitched 5p cheaper........you have to laugh at the AIM market|
|Comments at the bottom of this article
You've mentioned AISC of $450/oz. Can you please explain how you got this number, as Mariana didn't publish it in the PEA?
Taylor Dart, Contributor
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Author’s reply » I spoke with IR and this is the number they gave me.
|Looking at the USOTC and the TSX close we should open up in the morning...|
|1.48-1.50 on TSX
That's 89-90 in GBP|
We`ll have to wait for PFS to get better idea I guess.
I`d imagine £50 mil. profit margin after tax would be bottom line...IMO of course.
I expect new/upgraded NI-43-101 as resource can only grow from now on.|
Trying to work out MM`s trades is like chasing shadows ...
Sell and buy in my opinion.|
|pr0t0n - yes but I guess he's being conservative which is good. And does that figure take into account the copper and other resources that can be sold - is that taken into account when getting to the AISC?
So we're looking at a conservative base mining case of £35M per year. And a suitable PE might be 9-12 depending on the discount for the Turkey effect.|
Both those large trades are shown as sells from 18th and 19th....on the LSE...but who knows.......|
|"The underground mine will produce an average of 288,000oz of gold and 15,800t of copper per year which would result in average revenue per annum of c. US$443m (£351m) at current metal prices, which would be c. US$133m (£108m) in net revenue to Mariana Resources per annum, more than the Company’s current market cap."|
Corporate tax rate is 20%
|He's using a tax rate of 35%. Click on the table from his spreadsheet - shows it all clearly.|
|barrywhit23 Jan '17 - 17:17 - 2540 of 2541 0 0 (premium)
Couple of large delayed trades just showing 189k and 400k.....
Big Hitters waking up :-)|
|----Based on Mariana's portion of the project, it could see $44 million annually in after tax-earnings--.....
Not sure how he got to this figure...I can only assume that is for the first 2 years during the payback time....
Later he writes :
---The study outlines an underground mining operation with annual production of 300,000 ounces per year. Approximate all-in sustaining cash costs are $450/oz. The Hot Maden project has a mine life of 9 years and an incredible after-tax IRR of 153% using a gold price of $1,250/oz. This would result in a payback of just over 2 years, and closer to 2.5 years using current gold prices--.|
|Couple of large delayed trades just showing 189k and 400k.....|
|Not surprised after that seeking alpha piece|
|TSX & USOTC looking quite perky...|
|Latest presentation pdf shows latest Shareholder holdings, none of the largest holders have increased their holdings, most have changed down due to the dilutive effect of warrants I think, except: Resource Capital Fund who have gone from 4.43% down to 3.6%....
Canadian presentation today, link below:
Another Glen Parson's interview.....|
|It looks like our little back test may have finished and we can move onwards an upwards now. I see Canada was quite strong yesterday and higher volume than the UK.|