Die besten Gold-/Silberminen auf der Welt

Zahlt keine Dividende die heißen anders haben zwar noch ihre Silberprojekte als Tipp auf finanznachrichten.de suchen da findet sich oft noch die Vorgeschichte. https://www.finanznachrichten.de/suche/uebersicht.htm?suche=xtierra der Name royalty inc ist wohl nicht mit music royalties gleich zu setzen. Da meint Goldtrust wohl die round hill music royalty was ein super Tipp gewesen wäre weil für die gab es am Freitag ein Übernahmeangebot. Die Dividendenrendite war hier hoch weil der Preis im letzten Jahr gelitten hat. https://www.sharesmagazine.co.uk/news/shares/...-it-agrees-cash-offer  

Wiviel Cents zahlen die Dividende mittlerweile. Die 7 Prozent sind in diesem Fall uninteressant. Der Kurs ist ja bei ca 6 Cents.  Die Frage hier lautet wiviele Aktien muss ich halten um eine Jahresdividende von 100 Euro zu erhalten? Bin gespannt. Grund für diese Frage ist eine gewisse Vermutung von mir.  

zahlt zur Zeit 0,036 da sind  schon ca 6 Mio $ in den letzten Jahren bezahlt worden.  Übrigens, ich habe habe ungefähr 12000 Aktien als Drip erhalten.  Achtung ist noch nicht an der TSXV gelistet. Aber es wird in diese Richtung bereits geplant. Bestimmt spannend, eine Aktie ein zuführen die bereit Div zahlt. Das derzeitige Umfeld gefällt uns nicht, weshalb wir keine Eile haben. Vor Jahren habe ich bereits investiert und einige andere Beteiligten mitgenommen. Zur Zeit werde jeden Monat mehr Aktien in meinem Depot zugefügt - zahlen ja monatlich. Ich hatte damals 0,40 bezahlt. Tim hatte am Wochenende 2x präsentiert auf der
Investor Konferenz.  

Xtierra ist jetzt Royalties Inc und hat mit der ursprünglichen XAG nichts mehr gemeinsam. Die Royalties Inc wird eine reine Cashflow Gesellschaft mit monatlichen und  Quartals Einnahmen. Ungefähr 70%  sind in starken Händen. Die CF werden aus verschiedenen Gruppen generiert. Die Minen in Mexico sollen verkauft ( ab 30$) Silberpreis und mit Royalties unterfüttert werden. Sollten die Mexikanische Gerichte für RI positiv entscheiden kommt eine große Menge in die RI.
Capston wurde von RI verklagt auf die Royalties, aber Capston bestreiten die Existenz der Royalty.
Richtig spannend die ganze Sache und der CEO und Bord hatten stark zugekauft.  

dies ist ein Music Royalty Fund und hat mit uns nichts zutun.
www.musicroyaltiesinc.com  

ich halte mehr als 100k sh und da zahlt sich die Div schon aus. Weshalb nur Investoren  ab 20k einen Mehrwert haben.
Aber jeder nach seinem Möglichkeiten.  

Sorry, dies betrifft MusicRoyalties  

Alfons 1982, die Zahlen noch keine Dividende, die müssen noch weitere Streams hinzufügen.
Also Entschuldige bitte!
Mein Aktienanteil ist ziemlich gut gefüllt ca 2,3 m sh  

https://stockhead.com.au/resources/...e-earths-potential-at-machinga/

Hört sich sehr interessant an. Daneben ist Lindian Resources auch aktiv. Auch REE.  

Minen entweder in den Ruin treibt oder sie von groesseren Minen geschluckt werden.
Das dazwischen ist Verwässerung und Warrants auszahlen an die Manager.  

Der September ist gewöhnlich prädestiniert dafür ein Gold Downer zu sein, kann sein das bis Ende des Monats noch die an zu nehmende Entwicklung auftritt. Für den Moment ist Gold echt stark, da wird sich irgendwo von schwerem Geld eingedeckt, auch gerade bei der Dollar Stärke.

Meine Vermutung, da startet langsam was. Der DXY kann auch gegen alle Erwartung schwächer werden und Gold den nötigen Tritt geben.

Kann sehr empfehlen die Aktie CSE:WSR - Western Star mal zu studieren oder auf der Watchlist zu haben:
https://www.westernstarresources.com/investors

Es gibt wohl in Canada intensive Nachfrage die Bude zu finanzieren, bei 1,2 Mio MCap hat das ne Menge Drehmoment, wenn da eine Finanzierung draufgeht.  

aufgelegt haben.Die können doch so blebiig die Aktien-Preise kontrollieren.Wenn man jetzt weiss wann die auslaufen, dann weiss man auch wenn sie wieder neue auflegen.  

Schöne high grade Treffer und das schon ab surface.
https://ceo.ca/@accesswire/...intersects-92-m-of-90-gt-gold-from-71-m

Endlich positive Nachrichten von der Produktion bei ARIS Mining. Rekordproduktion im Monat August.
https://ceo.ca/@newswire/...-announces-record-segovia-operations-gold

Wir sind aktuell noch Cash Flow negativ das wird sich jedoch spätestens ab Marmato neuer Mine ändern. Aktuell wird halt mehr ausgebendes eingenommen. Jedoch wird das Geld investiert. Wenn alles klappt haben wir hier eine Caskuh mit viel Wachstumspotenzial. Sowas ist rar im Golsektor.

Bin aktuell zufrieden. In der Spitze waren wir schon bei 8 cad gewesen wenn ich nicht falsch liege. Wenn alles klappt in den nächsten 5 Jahren sehen wir hier andere Kurse da die Goldproduktion sehr hoch sein wird. Sharestructur ist auch noch nicht übermäßig hier. Muss halt alles klappen hier.  

Infrastruktur schon gebaut?Das kann noch jahre gehen.  

Natürlich wird es von heute Jahre dauern.  Mine bauen dauert halt. Laut ceo ist die Produktion von 400000 Unzen im Jahre 2026 anvisiert. Natürlich ist eine Infrastruktur schon gegeben. Marmato alt produziert ja schon ein paar Unzen .  

Sehr gute Bohrungen plus die höchsten Grades bisher. Schöne Längen sind dabei. Bin mal auf die Marktreaktion gespannt.
https://ceo.ca/@newswire/...d-intercepts-10800-gt-gold-over-12-metres  

wenn es interessiert und wer noch investiert ist , ab heute könnte es bei NG Energy viel besser werden.Die letzten hervorragenden Ergebnisse auf Maria Conchita und der Vorstandvors. Paes Braga hat seine Warrants zu 1,20 Cad frühzeitig eingelöst hat spricht Bände ! Charttechnisch könnte es ab jetzt losgehen !  

Saudi Arabia aims to purchase $15 billion in global mining stakes.

$15 billion.

The Kingdom understands generational wealth.

https://twitter.com/GoldTelegraph_/status/1700962391725592626?s=20  

Cannabis gestern erwacht ?!

Canopy Growth  +81%
Aurora Canabis +72%  

Sehr gutes PP gemacht ohne Warrants. 8 Millionen Aktien zu 1,35 . Nach PP nur ca 50 Millionen Aktien gesamt plus 10,8 Millionen in Cash.
Man sieht das es auch anders gemacht werden kann. Finde ich gut. Schade das man hier nicht dabei ist.
https://ceo.ca/@GlobeNewswire/...announces-proposed-private-placement  

Sobald was zu Holen ist wirds eine Privatveranstaltung.  

Guter Artikel bezüglich Kursentwicklung

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Buying Opportunity: West Red Lake Gold Mines (TSXV: WRLG, OTCQB: WRLGF)
A $20-million gold explorer with a small, high-grade gold deposit in Red Lake, Ontario, shot up to $160 million in April when it inked a deal to buy the newly built (but failed) Madsen gold mine for $18.5 million.

The price was a song for an asset with 2 million ounces of high-grade gold in reserves, a brand-new process plant, and kilometres of underground development. That’s what you can get if you’re willing to buy a mine that failed within 19 months of first production.

The deal stood out because it was a team taking on the risk – and opportunity – in a failed mine. It also stood out because Frank Guistra stepped forward to back West Red Lake Gold Mines (TSXV: WRLG).

Guistra is one of the most successful mining entrepreneurs in Canadian history, having built or led several leading mining merchant banks and guided Wheaton River Minerals to become the prize company that Goldcorp bought in 2005 to become the major miner it is today.

He had stepped away from mining in the last decade to focus on philanthropy…but in the last year he returned. With decades of successful experience investing in gold and commodities, Guistra thinks now is a prime moment to invest in today’s beaten-down gold sector.

West Red Lake Gold is one of his top picks. That Guistra bought 12% of the company gave other investors confidence this team could turn the failed Madsen mine around.

Frank Guistra taking photos of gold in the rocks at the Madsen mine, like the photo on the right that I took.
That confidence propelled WRLG’s shares as high as $0.90 following the deal. Meanwhile, WRLG was completing a financing at $0.35 per share. It was a very popular financing; most participants only got a third of the allocation they requested.

WRLG eased back some and then traded reliably between $0.60 and $0.75 for four months…until last week, when the price dropped.

There was no news, no corporate disappointment. The story is moving ahead in all the right way. So why the price drop?

Because that $0.35 financing came free to trade on Monday and some financing investors are selling to lock in a double.

It’s a very common pattern. Company raises money at $A. The share price rises to $B over the next few months but financing investors cannot sell because financing shares are locked down for four months. Once they can be traded – once the free trade date hits – the share price often declines right back to $A as financing investors lock in gains.

The thing is, even though it’s a common pattern, free trade date price drops are often misunderstood. Anyone new looking at the share price chart will just see a big decline and assume something bad happened.

But in the case of WRLG, it didn’t. That means this free trade date price dip is an opportunity to buy a stock that Frank Guistra and a strong team of geologists, mine engineers, and mining capital markets operators are backing in a big way.
That’s the main message I want to send today: that West Red Lake Gold Mines dropped because of a free trade date, not a project or corporate problem. That means this price dip is an opportunity to buy a stock with a clear and low-cost pathway to production and growth in one of the world’s most storied gold mining districts, at a brand new mine bought for pennies on the dollar with backing from an experienced and monied group.
This group is backing West Red Lake Gold in a big way because they think the Madsen mine
Can become a strongly profitable mine in short order by implementing a few key fixes and not being burdened by hundreds of millions of dollars in construction debt
Can be a processing hub for stranded deposits in the area. Red Lake is famous for high grade gold but small deposits aren’t enough to build a mine around. Sending ore from those deposits to an already built and proven mill could unlock value.
Can, with a robust mine plan and clean execution, drum up the same kind of market excitement that lifted the previous owner past $1 billion valuation
To explain why WRLG thinks it can fix the mistakes made at Madsen, let me run through the backstory.
I’m Gwen Preston, the Resource Maven. I write a weekly subscription newsletter about what I’m buying, selling, and thinking in the metals and mining space. I know this sector – its projects, people, politics, and capital markets – and I love sharing my knowledge and opportunities with mining-inclined investors.
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The Billion-Dollar Dream
Pure Gold built the Madsen mine in 2020-2021. The market loved it: a Canadian company building a new high-grade gold mine in Red Lake, the most storied gold district in Canada. As construction finished and the mine started up, Pure Gold’s valuation bested $1 billion.

A year later it was down 78% as the mine struggled to access enough good ore and the company struggled under a heavy and restrictive debt load. In October 2022, 19 months after starting up, the mine was put on care and maintenance.

Six months later West Red Lake Gold Mines bought the Madsen Mine, in which $350 million had been invested, for $18.5 million in cash and shares.

It’s an amazing deal…if they can make Madsen work.

WRLG is confident it can because it was corporate decisions about how to finance the build that sunk the mine. It did not fail because the gold wasn't there; it did not fail because the mill was faulty. Madsen failed because of financial decisions.

There were two categories of financial decisions that failed. They were related and made each other worse.

First, to make the asset more appealing to potential buyers, Pure Gold thought it was important to keep the mine free of royalties and to limit equity raises. So they relied on debt for construction capital.

Second, limiting themselves to debt meant they were tight on cash from the start. To make that work they cut corners and pushed some big costs out into the operating budget, to make the build price smaller.

Relying on debt, cutting construction corners, and pushing costs into the future worked together to sink the company.

Things that would have increased the mine’s odds of success were not done, like sufficient infill drilling in the early ore areas, developing down to deeper and richer parts of the deposit, and building enough underground infrastructure to get ore to the surface efficiently.

Not doing those things made the mine falter. And if a mine carrying lots of debt falters, it can quickly run up against its debt covenants. Debt covenants limit what a borrower can do. They can be as simple as a repayment schedule or as involved as a max debt-to-asset-value ratio. When a new mine stumbles, it is very easy for a borrower to trip these covenants.

Recovering from such trips is very difficult because what a struggling new mine needs to succeed is more investment, which is exactly what a company can’t provide when its new asset is faltering and debt collectors are calling.

Pure Gold’s news releases tell this story. In April 2022, five months into production, the company announced a month-long vacation from debt covenants to give it time to cut costs at the mine (“reduced headcount, rationalized equipment, and optimized underground development initiatives are expected to lead to an approximate 30% reduction in costs in Q2 compared to Q1”) while increasing production.

If spending less but producing more at a new mine that’s not working very well seems impossible, that’s because it is. And then Madsen failed.
Seeing For Myself
The cynic in me wondered if this why-Madsen-failed story was too simple. So I visited the mine in July. The most important trip takeaway came from all the people who worked at Madsen during Pure Gold’s tenure. Everyone who was there through the build, ramp up, and failure supported and fleshed out WRLG’s telling of what went wrong.

Heading underground with WRLG advisor Rob McLeod
Let me give you a few examples.

One of the bigger problems was where they chose to mine. The gold at Madsen sits in blobs along two parallel structures. In the block model below, red and purple are high grade; green and yellow are low grade. The good stuff is deeper, as you’d expect since this deposit was mined in the 1960s.

Pure Gold’s first plan was to start mining the good stuff in the middle of the image, in the middles of the parallel Austin and South Austin zones.

To get to those areas required substantial tunnelling. They started that work; it’s the blue squiggle on the right side, known as the East Decline. But then they found the McVeigh zone, which they thought offered enough good-enough material to carry the mine in its first years. So they abandoned the East Decline and started a second tunnel directly into McVeigh.

Getting to ore faster might seem like a good idea…but grade is king. McVeigh is not nearly as rich as Austin and South Austin, so the material coming to the mill was lower grade than the feasibility study had assumed. That is always a bad starting point.

At least they had two tunnels though, right? Sure…except that they abandoned the East Decline because it was expensive to develop two tunnels. And when they pushed the West Decline through McVeigh into South Austin, they were left with only one way for people and machinery to go into and out of both mining areas. Underground traffic jams are very bad for mining efficiency.

That’s the short version of what went wrong underground. And on surface the problems really piled up.

Mine Engineering 101 says you drop and pick up ore as little as possible, ideally only once or twice. A series of cost-saving decisions, like not driving a short tunnel under a public road and using a loader 24 hours a day to feed ore into the crusher because they didn’t buy a vibrator for the automated mill feeder so it didn't work, meant Madsen ore was dumped and reloaded 5 or 6 times.

That is crazy expensive and slow. And when the ore in question has significant free gold, gold literally falls out every time ore is dumped and reloaded. So they wasted time, added cost, and left gold all over the ground.

COVID didn’t help. Between cutting corners on spending and COVID creating long equipment wait times, workers were constantly scrambling to keep things going. A lack of core drills meant they needed to use air core rigs for underground drilling, which required a fleet of diesel air compressors, which were very expensive to run and maintain (especially through winter). Examples like that abound.

It all meant grades were much lower than planned and operating costs were out of control.

I just spent hundreds on word slamming Pure Gold’s approach. Approach comes from the top; mine workers take direction and do their best to make an operation work. And the Madsen team almost had it. By the time Pure went under the mill was processing 800 tpd, recoveries were good, and the mine had just enough active stopes to feed the mill.
WRLG’s Path From Here
WRLG scored a heck of a deal buying Madsen for $6.5 million cash and $12 million in shares (plus up to $10 million in payments down the road). The mill is new and proven, there are 2 million ounces of high-grade gold in the ground, there are extensive underground workings (including a deep historic shaft that could be refurbished to hoist ore for a few million dollars), and there is ample opportunity to find more gold.

The potential to make Madsen a profitable gold mine of scale is readily apparent. It will take some work.

They are drilling to upgrade resource confidence and making a robust mine plan. They will fix the inefficiencies on surface: drive that tunnel under the road, buy a primary crusher, and set up to feed ore into that crusher efficiently.

They are working satellite opportunities. The project WRLG already owned next door, Rowan, hosts a million ounces of high-grade gold in a steeply dipping deposit starting at surface. WRLG is drilling there now with great success – looks like Rowan will get bigger and better – and doing the environmental studies to permit a satellite mine there.

The Wedge zone at Madsen is similar – a high-grade gold zone at surface with the potential to juice grade through the Madsen mill – and WRLG just started drilling there. WRLG will show how these satellite operations could benefit the mine by planning them as PEA-level expansions alongside a new pre-feasibility study for Madsen early next year.

WRLG held a valuation around $120 million before free trade date selling pulled it back to $84 million. It has about $10 million in the bank to put into the mine, plus $7 million in exploration capital to drill at Rowan and Wedge.

The company will finance again this year to fund some $30 million worth of work in 2024, including a whack of underground development, potentially refurbishing the shaft, and implementing those mill fixes.

They’ll raise some of that this fall and then issue a PEA for the restart in Q1. That will be an important document, as it will tell the market what to expect from Madsen and when. Then WRLG will do all the drilling and engineering and reserve modeling and mine planning and satellite deposit permitting needed for a robust restart.

I left the site visit confident this team will make Madsen work. Getting that work done will give the market the kind of confidence I got by visiting the site.

I see two levels of opportunity here.

First: buying for the Free Trade Date rebound. WRLG is getting out to tell the Madsen story over the next month. They don’t want this Free Trade Date slide to persist. So there’s a short-term opportunity there.

Second: buying for what Madsen will be worth when it restarts. I can’t pin a value on that as a lot of big questions (scale and grade, for instance) aren’t yet answered, but there’s somewhat of a test case in Rubicon Minerals.

Rubicon failed spectacularly in building the Phoenix gold mine in Ontario. The company went bankrupt, restructured, changed management and the mine plan completely, tried again and got the mine going nicely, and got acquired by Evolution Mining for $350 million.

Madson and Phoenix are both high-grade Red Lake gold deposits but they failed for different reasons. (Rubicon rushed into building without sufficient knowledge of the deposit.) But even though they’re different, I see a parallel in how Battle North (the name Rubicon took on after bankruptcy) rose from near-zero valuation to a $350-million takeout: by fixing the errors in a new mine without being burdened by huge construction debt.

West Red Lake Gold isn’t a story that is going to race ahead. But it is a deal with strong potential to create significant new value from a mine that failed for reasons that can be fixed in the right hands. And will attract all kinds of attention if the gold market rises for its high grades, near term production, Guistra backing, and storied setting.  

Genau das hatte ich letztens geschrieben. Wer unten rein ist bei Lavras Gold vor dem Anstieg der gehört jetzt definitiv zu den Gewinnern. Jetzt verkaufen und Cash kassieren, anteilig verkaufen oder Gewinne weiter laufen lassen. Dann profitiert man auch von dem PP was nur ausgesuchte zeichnen dürfen. Die Aussichten müssen top sein.
Steigt man jetzt erst ein hat man das volle Risiko bei schlechten Ergebnissen meiner Meinung nach.  

Man muss dann verkaufen, weil sie dann mit Verwässerungen oder Warrants anfangen.
Das habe ich lange falsch gemacht.Die andere Alternative sind entwickelte Produzenten als längerfristige
Anlage.Aber auch dort sind massive Schwankungen.Siehe Rio Tinto.  

Da sitzen ja schon die Insider drinnen wenn wir was mitkriegen.