Yamana Gold Share Discussion Threads

[bluesbreaker] 22/9/2012 08:20

Yamana are on the second day, the 11th, at 10.30am. When you've clicked on the presentation link you'll have to scroll to the top of that page and enter you name and email address to launch it.

[dogberry202000] 21/9/2012 17:01

Thanks, Bluesbreaker, I will.

[bluesbreaker] 21/9/2012 15:31

I certainly think so. Very impressive presentation by Peter Marrone at the Denver Gold Forum recently. Worth watching if you've not seen it.

[dogberry202000] 21/9/2012 14:54

Surely this is one of the best plays for gold on the London markets.

[mad jack mcmad] 02/5/2012 09:15

- Production increased 4% to 278,832 GEO
-- Revenue increased 18% to $560 million
-- Net earnings increased 15% to $170 million, $0.23 per share
-- Adjusted earnings(2) increased 21% to $184 million, $0.25 per share
-- Cash flow generated from operations(5) of $220 million, $0.30 per
share
-- Cash and cash equivalents were $868 million

[mad jack mcmad] 02/5/2012 09:05

Results - missed by 1 cent, but otherwise look pretty sound...

[ukgeorge] 28/2/2012 17:17

17.82 CAD = 11.2696 GBP

[diggsy] 23/2/2012 08:03

this might break to new highs today/tomorrow.

[mad jack mcmad] 22/2/2012 21:42

Divvy up by 10% too, which will also help...

[qs9] 22/2/2012 20:25

Look at gold price fly, IMO this should help boost the YAU coffers even more!

[ianbrewster] 20/2/2012 14:28

Yes - Around 17th of Jan/Apr/Jul/Oct is when mine hits my a/c

[diggsy] 20/2/2012 12:33

just got in and ready to go...looking at the prodiction increase over the next few years this looks like a good invetment. The divi is quaterly i see also is that correct?

[hectorp] 03/2/2012 18:31

Getting ready for the next push! as the midwife might say!

[hectorp] 30/1/2012 16:43

Gold bouncing back after the overnight sell off, Yamana is blue again despite Dow -90. Very interesting indeed.

[hectorp] 27/1/2012 18:59

THat would be fine dogberry.

Note tonight: dow down, but gold miners up 2.4% - this could be our big turnaround.
Its not helping too much at Yamana at the moment only up 2%, perhaps the 10% rise the other day has taken some wind out of our rally short term... . Patience from here on.
H

[dogberry202000] 27/1/2012 12:37

Thirteen to fifteen quid in weeks? I'd say it's possible by early March.

[hectorp] 26/1/2012 13:06

Opening up, I assume...
all systems go, ye canna hold it back, Captain Kirk!

[hectorp] 25/1/2012 20:48

Ten percent today... get in here.

[hectorp] 24/1/2012 23:32

5 min trend support is still intact. -36p.

[hectorp] 23/1/2012 19:01

Bought mine as Spread bets, arja, denominated in USD.
OK the spread is big ( I bought June dated longs) but look at the year chart - a classic wedge arrow pointing to the right ( the future ). Close to its resolution. Of course Yamana is a sound miner, and we need to have gold mining continuing recovery. Gold miners are very oversold, if you see some of the recent charts on the silver thread posted by Sahara, very colourful they are, but also, he's right.

[arja] 12/1/2012 10:49

a pity it is so illiquid in UK and wide spread here and difficult to get set !

[bluesbreaker] 18/11/2011 11:54

TORONTO , Nov. 18, 2011 /CNW/ - YAMANA GOLD INC. (TSX:YRI) (NYSE:AUY) (LSE:YAU) ("Yamana" or "the Company") is pleased to announce that it has started operations at its Mercedes mine. The Mercedes mine, located in Sonora, Mexico , is Yamana's newest mine and represents the first of a number of new mines to begin production into 2013.

With mine development and plant commissioning well advanced, and a sufficient stockpile having been created during the mine development period, a first gold pour occurred, which marks the formal start-up of production at the mine. The Company has been working on the commissioning of various components of the operation since October. The Company announced in August that it was six months ahead of schedule and would be starting operations by the end of year instead of the middle of 2012. With further progress and advancements, the Company is again ahead of schedule with start-up occurring well before year end.

To date, there have been over 11,000 metres of underground development completed, including the start of development of the Barrancas zone, which includes the higher grade Lagunas Norte vein, one of the newest discoveries at the mine, which was not included in the original mine plan and represents a significant opportunity to increase production.

Mining is at a rate consistent with the original plan and the plant is ramping up to the rate of 1500 tonnes per day as contemplated in the feasibility study.

During the mine development period, 114,000 tonnes of ore were stockpiled with an average gold grade of 7.84 g/t and 114.9 g/t of silver which represents approximately 30,000 gold equivalent ounces (GEO)(1) in stockpile.

Production is initially planned at 120,000 GEO per year although the Company is evaluating the potential to increase throughput to 1800 tonnes per day through modest plant modifications and optimizations. With increased plant capacity along with the additional ore from Barrancas , and as accelerated underground development work advances during 2012, the Company expects production to increase to over 130,000 GEOs in 2013.

An updated mineral reserves and resources statement for Mercedes is expected in February which will reflect the new ounces from the additional vein structures in the Barrancas zone, and the more recently discovered Diluvio zone of the Lupita vein structure. Commercial production is expected in the second quarter of 2012.


GEO includes silver at a ratio of 150:1 accounting for the silver recovery relative to gold.

[bluesbreaker] 04/11/2011 10:00

Yes, very. Conference call is worth a listen/view (slides).

Edit: And an interesting interview here with Peter Marrone in which he talks amongst other things about the gold price. Impressive man.

[qs9] 03/11/2011 21:38

Pretty good results all round no?