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Share Name Share Symbol Market Type Share ISIN Share Description
Chaarat Gold Holdings Ltd LSE:CGH London Ordinary Share VGG203461055 ORD USD0.01 (DI)
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -0.80 -3.04% 25.55 25.10 26.00 27.70 26.00 27.70 46,066 16:35:02
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mining 0.1 -21.0 -5.3 - 123

Chaarat Gold Share Discussion Threads

Showing 10751 to 10774 of 10950 messages
Chat Pages: 438  437  436  435  434  433  432  431  430  429  428  427  Older
DateSubjectAuthorDiscuss
03/10/2020
13:10
Good-news article for the nerds on here (just me?) on the subject of the elections in Kyrgyzstan (tomorrow is polling day) hTTps://www.rferl.org/a/all-that-is-good-about-kyrgyzstan-s-parliamentary-elections-/30870232.html
casual47
03/10/2020
12:17
ECR minerals any good? Seems to be flavour of the month with DocH plugging. Apparently in JV talks with Newmont and reckon they could be on the verge of a big announcement. Reasonable amount of cash on hand to not worry about any imminent placing too
2pablo
01/10/2020
09:52
The refinancing will be key for me. If no commercial loan can be got then I will assume that progress will be slower than I had hoped for.
casual47
01/10/2020
07:03
JC - obviously headline bad news for investors in both countries but I can't see anything escalating so much that our gold mine or exports are affected. Therefore, I see only a buying opportunity. I'll get some more shares at some point I think but not sure of the bottom. Still we have our guarantor for support but he doesn't like falling knives no more than anyone else.
2pablo
01/10/2020
05:17
Possible but I suspect not. Most of these conflicts are due to some male leader feeling the need to wave his willy around. Eventually it shrivels in the cold air and they have to put it away. I don't see why this won't be the same. Worth watching because you never know when someone backs themself into a corner (or his fly gets stuck).
jc2706
30/9/2020
16:11
Looking like the area could turn into the next geopolitcal plaything for the main powers that be, regardless of the interests of Armenia & Azerbaijan citizens.
bo doodak
30/9/2020
13:51
Umm, that's a bit of a problem, never was the most stable of regions we're invested in
2pablo
30/9/2020
12:14
Mr A's average is below 15p, I believe, so I think he will be fine. My only concern re. the current fighting at the borders of the Armenian enclave within Azerbaijan is to do with the refinancing and any additional funding Chaarat need near term. While I expect the willy-waving between Azerbaijan/Turkey and Armenia to continue for some time yet I can't imagine either side would be stupid enough to really turn it up to 11 as that would drag in Russia, the wider region and maybe even NATO. The main issue for me is, will the current issues put off lenders. I think there will be a plan B if needs be (e.g. further extending the loan with the investor) but that won't be the cheapest option and I was really looking forward to Chaarat being able to get proper commercial loan options based on the Kapan performance.
casual47
30/9/2020
07:38
Soon be .. no return
juju44
28/9/2020
07:17
Looks like the border scuffles have intensified this weekend: "Armenia declaring martial law and general mobilization" hTTps://news.am/eng/news/604298.html Armenia is in a NATO-like agreement with Russia so I doubt this will get too hot and should probably be mostly confined to the border of the breakaway state The conflict is about territory within Azerbaijan where the majority Armenian ethnic population have declared themselves independent.
casual47
24/9/2020
14:12
What's ahead: Q3 operational results (mid to end of October) Tulkubash BFS update News about the investor loan (refinance/extension) Tulkubash project finance (wouldn't hold my breath for this to be this side of Christmas, maybe more likely to complete in March 2021). My guesstimate is that they can afford to push it back to about mid-late Q2 and still keep their H2 2022 first gold pour date. News on Kyzyltash drilling results (January 2021?) News on East Flank exploration (any time q4 this year to maybe January next year?)
casual47
24/9/2020
11:43
Thus proving that there are two sides to every argument!
jc2706
23/9/2020
15:56
Locals demanding that the Amulsar mine is resumed hTTps://news.am/eng/news/603601.html Residents of Armenia communities near Amulsar gold mine project area demonstrate outside parliament 13:04, 23.09.2020 YEREVAN. – A group of residents of the communities around the area of the Amulsar gold mine project have staged a picket at the main entrance of the National Assembly of Armenia. They noted that they had come to ask the MPs to defend the restoration of law and order and the interests of their communities. "We would ask our opposition MPs not to hinder us, not to fund the protesters, as if the environmentalists," said one demonstrator. And asked whether they have facts that these protesters were being funded, the resident responded: "I have not worked in the mine for two years, I already owe 3 million drams, whereas they are able to take care for their family without working."
casual47
23/9/2020
15:01
Tulkubash debt payback on $80m, assuming a very conservative total cost per oz of $1200/oz (AISC of $800/oz plus other costs), 95k pa average and a gold price of: $1900/oz, payback is 1.2 years $1500/oz, payback is 2.8 years Worst case, a payback dragged out for the full length of current LOM of 5 years could be done at a gold price of $1368/oz with the above assumptions. I believe that in the first few years the annual output is higher than 95k oz, more like 110k oz pa
casual47
22/9/2020
20:07
It's the same presentation apart from one or two slides but notably different in terms of what they highlight, presumably because of the different audience.
casual47
22/9/2020
20:06
It's available on replay: Go to hTTps://www.goldforumamericas.com/program-agenda/ Click on "Explorer & Developer Forum 2020" and "Day 3". If you click on "live session" besides the Chaarat entry you should get the replay.
casual47
22/9/2020
19:59
Listened to Chaarat's Denver Gold forum conference this evening. Things I noted: Norges investment bank sits at 2.95% Tulku project finance "to be in place before the snow melts" (Casual: presumably to meet the H2 2022 production timeline) Tulku should "easily be a half a billion dollar asset". Kyzyltash multi-billion.
casual47
22/9/2020
10:44
Wonder if we will finally hear from the new senior VP for Exploration, Mr. Vladimir Shvetsov, whenever the updated BFS gets published. Would be interesting to see how he differs from Dusty and whether they will continue from where he left off or instead completely go on another model.
casual47
21/9/2020
14:09
The generosity of PIs knows no bounds: again more than 100k shares sold cheaply and going directly from PI to Chairman.
casual47
20/9/2020
18:36
Another "like" with even a comment of "Great. Good luck" from the chairman of the Central Asia version of the Institute of Directors (among other things) hTTps://www.linkedin.com/feed/update/activity:6711560921954701312 (If you click to the list of "likers" you'll also see these frequent likers: EBRD senior banker and the partner of Verny Capital which owns RG Gold in Kazakhstan)
casual47
19/9/2020
11:17
If we assume Tulkubash will produce 95k oz pa then a 2.5% net smelter agreement over the current LOM of 5 years and using a gold price of $1500/oz will already deliver ~$18m. So it's not that crazy an idea.
casual47
19/9/2020
11:09
They have already a (non-binding) commitment for $31.5m of the $110m needed for Tulkubash. Don't know how feasible this is but rather than wait for the "big bang" it would be good if they could get a second (non-binding) agreement for e.g. $25m of the remaining $78.5m, e.g. via a royalty or streaming agreement. If the development banks then need a few weeks longer then so be it, at least there will be some renewed momentum.
casual47
19/9/2020
09:33
Chaarat has the advantage of being a multibag exploration play (potential well above 1 billion USD) but with the quirk of already having positive EBITDA, positive cash flow and being derisked on the downside by virtue of having a producing mine which should support the shareprice well into the 20s.
casual47
19/9/2020
08:09
interesting also that in the current "bubble of babble" that has developed around precious metals stocks, I have not seen CGH touted or even mentioned once on the other boards So we appear to be under the radar at least as far as most PI's go
malcontent
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