Aldermore Share Discussion Threads

[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?

[matt] 06/1/2012 07:43

Does anyone have a broker's note or eps forecasts?

[divinausa1] 05/1/2012 12:05

i just dont get it....

[divinausa1] 05/1/2012 12:04

2012 Outlook- Allied Gold remains fully funded and on track to expand production during the second half of 2012 to a run rate of greater than 200,000 oz pa. The Company's production guidance for 2012 remains at approximately 180,000 oz pa, an increase of 160% from production in 2010.
========================

Sp has done nothing yet 160% increase in production on the cards. 2010 POG was $1100 now $1600

valuation is NUTS!

[c0cky] 05/1/2012 11:45

All good today. Company set up for a big move this year with so many things in their favour.

[boadicea] 05/1/2012 09:12

rasta - It's a pity they messed up on the chart which shows the earlier history (up to its suspension in 2009) of Albidon, the previous owner of the ALD epic.
It should show LSE:AGLD adjusted by x6 for the consolidation at relisting on main market last year. Even advfn have got this right!

[rastapastamasta] 04/1/2012 14:07

Fat Prophets are tipping this heavily!

[rastapastamasta] 04/1/2012 14:06

Ok new thread started

[rastapastamasta] 04/1/2012 14:05

Hi all
New thread for 2012
I set this up to overcome the left to right scrolling problem of the previous thread.
Please let me know if you want any changes to the header.
GLA

[rastapastamasta] 04/1/2012 14:00

THIS THREAD IS NOW CLOSED. PLEASE GO TO THE ST BARBARA THREAD:

[rambutan2] 04/1/2012 12:55

Yes please.

[rastapastamasta] 04/1/2012 08:12

Hi all
Anyone fancy a new thread for 2012? I can start one which will fit your screen without the need for scrolling left and right....

[divinausa1] 26/12/2011 00:55

Evy Hambro, the manager of BlackRock Gold & General, said this mismatch meant gold shares were a "coiled spring" for 2012. As he pointed out, there was a similar dislocation during the credit crunch in 2008 (and also in 2004), when gold shares were caught up in the wider stock market turmoil and lagged the price of bullion. Those who bought during this period subsequently made substantial gains.

[divinausa1] 24/12/2011 23:52

my post 431

AngloGold targets aggressive growth, to spend $1.5bn by 2013


I think ALD must be a dangling carrot ready for the picking

[smith99] 24/12/2011 11:17

general market sentiment I guess. Ive just bought in to this one now so you can blame me if it falls some more :-) Seriously though from the look of the chart 135 seems to be the bottom (or thereabouts).

Merry Christmas and GL2A in 2012

[sg31] 22/12/2011 10:22

Thanks energiser. I have written this one off in my own mind. Looks like it is about to happen in reality.

[energiser01] 22/12/2011 09:35

Update on activites.



dyor etc..

[divinausa1] 19/12/2011 20:40

what a bad year here, they bought online another mine, gold price have been at all time highs and still sitting 450$ more than last yr and ALD is back to oct 2010 shareprice...

[juju44] 19/12/2011 08:23

yep , back at the bottom. what a pig. mind lots of PM miners are equally awful.what the hell is going on across the sector

[dvsfm] 19/12/2011 08:19

what the hell is going on with ALD ?. This constant wild price movements does not seem right to me at the moment

[divinausa1] 14/12/2011 23:30

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Nonetheless, most analysts and traders still believe that, as happened in 2009, at some point next year gold's strong fundamentals will propel the metal back towards its record high of $1,920.

[sg31] 14/12/2011 13:55

Rastap, he is on the President Pet board PPC.