Die besten Gold-/Silberminen auf der Welt

https://www.mining.com/...grab-filo-in-3bn-south-american-copper-deal      

23:40 ???????? Habe ich was auf den Augen. 34 Dollar? Oder ein technischer Fehler?  

das mit dem Tüte reinziehen ist zwar jetzt legal, aber man sollte doch vorsichtig sein. Gewisse Wünsche könnten sich zu scheinbaren Realitäten manifestieren.  

Agnico Eagle (NYSE:AEM) is scheduled to announce Q2 earnings results on Wednesday, July 31st, after market close.
The consensus EPS Estimate is $0.91 (+40.0% Y/Y) and the consensus Revenue Estimate is $2.03B (+18.0% Y/Y).
Over the last 2 years, AEM has beaten EPS estimates 75% of the time and has beaten revenue estimates 75% of the time.
Over the last 3 months, EPS estimates have seen 6 upward revisions and 0 downward. Revenue estimates have seen 3 upward revisions and 0 downward.  

Nein nein, das war keine Halluzination meinerseits. Der letzte angezeigte Preis war 37 Dollar. Oder wo denkst du kommen heute die 23,7 % Minus her?  

https://www.finanzen.net/rohstoffe/silberpreis

auf 1Woche einstellen...... endet gestern bei 36$  

https://de.tradingeconomics.com/commodity/silver
https://www.consorsbank.de/web/Wertpapier/...ilber-XC0009653103/Chart
https://www.ig.com/de/rohstoffe/maerkte-rohstoffe/silber-kassa
https://www.finanzen100.de/edelmetalle/...n-euro_H296599821_20401475/  

aus Deinen 4 Quellen, ist die erste ein future, die 2. eine FOREX Liste, die 3. gibt nur Infos zum Kassa-Markt und die 4. in Euro, also keine Vergleichsmöglichkeit.
Die Dollarkurse bei finanzen mögen falsch sein, sie sind aber so da angezeigt worden.  

CoT-Report für Silber vom 26. Juli:
Die neuesten CoT-Daten für Silber offenbaren einen signifikanten Rückgang der hohen Longpositionen der Spekulanten am Terminmarkt. Diese Positionen schrumpften um 8,7 Tausend Kontrakte, während das Open Interest um fast 10 Tausend Kontrakte fiel. Infolgedessen stieg der CoT-Index OI nur geringfügig von 3 auf 9 Punkte, während der normale CoT-Index von 1 auf 12 Punkte anstieg. Diese Daten deuten darauf hin, dass weiterhin ein beträchtliches Potenzial für einen weiteren Rückgang des Silberpreises besteht.

Bemerkenswert ist, dass die BIG 4 ihre Shortposition um 3 Tage der Weltproduktion erhöht haben, nachdem sie diese in der Vorwoche um 5 Tage reduziert hatten. Derzeit halten die vier großen Händler an der COMEX die größte Shortposition der letzten sieben Jahre. Historisch gesehen folgte auf eine derart hohe Shortposition immer ein deutlicher Rückgang des Silberpreises, was weiterhin zur Vorsicht mahnt.  

• Umsatz 1,99 Mrd. $
  
• EPS 0,90$
  

https://www.xm.com/research/markets/allNews/...nings-preview-53892103

 

Prismo Metals. Die melden heute tolle Ergebnisse und den Start der nächsten Bohrkamapgne.

https://insidexploration.com/...s-mobilizes-for-palos-verdes-drilling
und
https://youtu.be/zKV6_ASjxzg
 

Im zweiten Quartal ist die Produktion gefallen, während die Kosten gestiegen sind. Oceana erwartet das mehr als 60% der Produktion in der zweiten Jahreshälfte erzielt werden. Bei rund 200koz in H1 wären dies etwa 300koz in H2. Also müsste Oceana seine Produktion im dritten Quartal im Durchschnitt um rund 50% steigern. Ambitioniert! Und auch die Tatsache, dass OGC die Kostenprognose nicht revidiert hat stimmt mich skeptisch. Um nur das obere Ende der Prognose zu erreichen (AISC 1600$/oz) müsste das Unternehmen im zweiten Halbjahr zu ca. 1350$/oz produzieren. Ebenfalls sehr ambitioniert! Eine Anpassung der Prognose im dritten Quartal würde ich nicht ausschließen.  

• Umsatz 1,125 Mrd. $
  
• EPS 0,13$
  

https://www.xm.com/research/markets/allNews/...nings-preview-53892063

 

Interview mit dem CEO

ggg

Die letzten beiden Zeilen des heutigen Updates erwähnten, dass es keine Zusicherung gibt, dass das Unternehmen über finanzielle Ressourcen verfügen wird, um Schäden zu reparieren und die Produktion wieder aufzunehmen. Das war für einige Yukoner beunruhigend, und ich bin sicher, dass einige Investoren. Wie ist also die finanzielle Situation von Victoria Gold im Moment?

"Ja, uns geht es gut - unseren Finanzen - für die nächsten vier bis sechs Monate, aber, wissen Sie, zu einem bestimmten Zeitpunkt müssen wir eine Finanzierung durchführen, aber das wird rechtzeitig kommen."

https://www.cbc.ca/news/canada/north/john-mcconnell-victoria-gold-ceo-speaks-publicly-1.7280401

 

zurück schafft, oder aufgrund der durch die Schäden notwendige Investitionen plus Unsicherheit der erneut zu beantragenden Zulassung für eine Wiederaufnahme der Produktion plus der Schulden in die Insolvenz abrutscht, ist doch schon seit mind 3 Wochen bekannt  

er hat im Übrigen den Silberausbruch völlig verpennt (bei Gold war er auch hinten dran).
Da der derzeitige Anstieg leider wieder mal auf zunehmendes geopolitisches Chaos zurückzuführen ist, würde ich das nicht überbewerten. Silber macht alleine gar nix, da muss der große Bruder wieder die Drecksarbeit verrichten.  

mit sehr guten Zahlen und mit Rekord Cash Flow im Quartal plus 250 Millionen US Dollar Anleihen zurück bezahlt

Erwartungen wurden übertroffen

TORONTO, July 31, 2024 /CNW/ - Agnico Eagle Mines Limited (NYSE: AEM) (TSX: AEM) ("Agnico Eagle" or the "Company") today reported financial and operating results for the second quarter of 2024.

"We continue to deliver strong and reliable operational results which, combined with higher gold prices, drove record operating margin and free cash flow for the third consecutive quarter. As a result of the excellent performance of our operations through the first half of 2024, we are highly confident we will achieve our full year production and cost guidance," said Ammar Al-Joundi, Agnico Eagle's President and Chief Executive Officer. "We generated over half of a billion dollars of free cash flow in the second quarter, supporting a significant strengthening of our balance sheet and increased returns to shareholders. We continue to take a measured approach advancing key pipeline projects that show strong risk-adjusted returns, such as the Detour Lake underground and Upper Beaver projects. Our focus remains on capital discipline and cost control to ensure that the benefits of higher gold prices accrue to our shareholders through strengthening our financial position and increasing shareholder returns," added Mr. Al-Joundi.

Second quarter 2024 highlights:

Strong quarterly gold production – Payable gold production1 was 895,838 ounces at production costs per ounce of $862, total cash costs per ounce2 of $870 and all-in sustaining costs ("AISC") per ounce2 of $1,169. Gold production was led by strong production at Canadian Malartic, LaRonde and Fosterville
Record quarterly adjusted net income3 – The Company reported quarterly net income of $472.0 million or $0.95 per share and adjusted net income of $535.3 million or $1.07 per share
Record quarterly cash provided by operating activities and free cash flow – The Company generated record cash provided by operating activities of $961.3 million or $1.92 per share ($986.2 million or $1.97 per share before changes in non-cash working capital balances4) and free cash flow4 of $557.2 million or $1.12 per share ($582.2 million or $1.17 per share before changes in non-cash working capital balances4)
Strengthening investment grade balance sheet and financial flexibility – The Company increased its cash position by $397.4 million to $922.0 million and significantly reduced net debt as at June 30, 2024. Subsequent to quarter-end, the Company repaid the $100.0 million 5.02% Series B senior notes at maturity and repaid $150.0 million of the $600.0 million unsecured term loan facility drawn in 2023
2024 gold production and cost guidance reiterated – Full year expected payable gold production remains unchanged at approximately 3.35 to 3.55 million ounces in 2024, with total cash costs per ounce and AISC per ounce in 2024 unchanged at $875 to $925 and $1,200 to $1,250, respectively. Total capital expenditures (excluding capitalized exploration) for 2024 are still estimated to be between $1.6 billion to $1.7 billion. Capitalized exploration is now expected to be approximately $187 million for the full year 2024. Further details are set out in the "2024 Guidance" section below  

• Umsatz 2,08 Mrd. $
  
• EPS 1,07$
  
• beide Erwartungen übertroffen
  

https://www.xm.com/research/markets/allNews/...nings-summary-53894973

 

https://www.jpost.com/business-and-innovation/...etals/article-812785  

• Umsatz 1,22 Mrd. $
  
• adj. EPS 0,14$
  

https://www.xm.com/research/markets/allNews/...nings-summary-53894938

 

Kannst ja mal Marcel Fratscher fragen, wo Silber 2025 steht, das wäre wahrscheinlich ähnlich genau wie JPM.  

Marcel Fratscher hat sicherlich weniger Einfluß auf den Silberpreis als JPM ... wenn die Bänkster einen höheren Silberpreis sehen, dann sollte die Leine zukünftig etwas lockerer sein ;)  

Hannes Zipfel
@HannesZipfel
·
8m
Silberminen: Nach acht Jahren in Folge mit tendenziell schlechter Performance signalisieren Silberminen-Aktien einen bevorstehenden Paradigmenwechsel:
Junior-Minenbetreiber brechen gegenüber Silber aus.

https://x.com/HannesZipfel/status/1818925773580828916

https://x.com/RockBtmEntries/status/1818641708843765823  

Plus 200 Mio Schulden zurück gezahlt.

Margins2: Kinross’ margin per Au eq. oz. sold increased by 22% to $1,313 for Q2 2024, compared with the Q2 2023 margin of $1,076, outpacing the 19% increase in average realized gold price4.
All-in sustaining cost1: All-in sustaining cost per Au eq. oz. sold was $1,387 in Q2 2024, compared with $1,296 in Q2 2023.
In Q2 2024, all-in sustaining cost per Au oz. sold on a by-product basis was $1,357, compared with $1,262 in Q2 2023.
Operating cash flow: Operating cash flow was $604.0 million for Q2 2024, compared with $528.6 million for Q2 2023.
Adjusted operating cash flow1 for Q2 2024 was $478.1 million, compared with $459.1 million for Q2 2023.
Attributable free cash flow1: Attributable free cash flow increased by 34% to $345.9 million in Q2 2024, compared with $258.3 million in Q2 2023.
Earnings: Reported net earnings increased by 40% to $210.9 million for Q2 2024, or $0.17 per share, compared with reported net earnings of $151.0 million, or $0.12 per share, for Q2 2023.
Adjusted net earnings1 increased to $174.7 million, or $0.14 per share1, for Q2 2024, compared with $167.6 million, or $0.14 per share1, for Q2 2023.  

TORONTO, July 31, 2024 (GLOBE NEWSWIRE) -- Alamos Gold Inc. (TSX:AGI; NYSE:AGI) (“Alamos” or the “Company”) today reported its financial results for the quarter ended June 30, 2024.

“Alamos delivered a record performance in the second quarter. Production exceeded quarterly guidance, increasing to a record 139,100 ounces. Combined with lower costs, this drove a number of financial records including free cash flow of $107 million,” said John A. McCluskey, President and Chief Executive Officer. “We also continue to create value through exploration and our various growth initiatives. The Phase 3+ Expansion is progressing well, and the integration of Island Gold with our recently acquired Magino mine is well underway. We expect the integration of the two operations to drive substantial synergies and unlock significant longer-term upside potential supported by the broad-based exploration success we are seeing across the Island Gold District. We remain well positioned to achieve full year guidance, and deliver significant production growth, at declining costs over the next several years,” Mr. McCluskey added.

Second Quarter 2024 Operational and Financial Highlights

Produced a record 139,100 ounces of gold, exceeding quarterly guidance of 123,000 to 133,000 ounces, driven by strong performances from Island Gold and La Yaqui Grande. With the solid first half performance, the Company is well positioned to achieve full year production and cost guidance

Sold 140,923 ounces of gold at an average realized price of $2,336 per ounce, generating record quarterly revenue of $332.6 million. This represented a 27% increase from the second quarter of 2023 and marked the second consecutive quarter of record revenue

Record free cash flow1 of $106.9 million, reflecting strong mine-site free cash flow from all three operations, including quarterly free cash flow of $69.9 million at Mulatos and record quarterly free cash flow from Young-Davidson of $40.1 million. This was a significant increase from consolidated free cash flow of $24.4 million in the first quarter of 2024, while continuing to fund the Phase 3+ Expansion at Island Gold

Record cash flow from operating activities of $194.5 million (including $190.6 million, or $0.48 per share before changes in working capital1), an 80% increase from the first quarter of 2024 reflecting strong operating performance and margin expansion

Cost of sales of $172.6 million or $1,225 per ounce were in line with full year guidance

Total cash costs1 of $830 per ounce and all-in sustaining costs ("AISC"1) of $1,096 per ounce decreased 9% and 13%, respectively, from the first quarter of 2024, driven by higher grades at both Island Gold and Young-Davidson

Adjusted net earnings1 for the second quarter were $96.9 million, or $0.24 per share1. Adjusted net earnings includes adjustments for net unrealized foreign exchange losses recorded within deferred taxes and foreign exchange of $15.9 million, and other adjustments, net of taxes totaling $10.9 million. Reported net earnings were $70.1 million, or $0.18 per share

Cash and cash equivalents increased 31% from the first quarter of 2024 to $313.6 million on June 30, 2024. This was net of a $36.9 million private placement into Argonaut Gold ("Argonaut") in April, and ongoing investment in the Phase 3+ Expansion. The Company was debt-free as the end of the second quarter. Subsequent to quarter-end, the Company drew down $250 million on its credit facility to extinguish Argonaut's term loan, revolving credit facility and gold prepaid advance of 10,000 ounces, all inherited as part of the acquisition

Paid dividends of $10.0 million, or $0.025 per share for the quarter