Aurizon Mines Ltd. (AZK)
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AZK Forum Topics
- All Comments on AZK
- General Discussion on AZK
- Gold Stock Earnings to Shine in 2007 [view article]
- Aurizon Mines: Emerging Company in a Hot Market [view article]
- Analyst: Leverage to Gold Price Should Benefit Companies [view article]
- Aurizon Mines: Riding the Gold Breakout [view article]
- Aurizon Mines Making Its First Gold Pour - And The Chart Looks Good [view article]
loading ...Recent AZK Articles
- IAMGold: The Time for Action is Now
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- Aurizon Mines: Emerging Company in a Hot Market
- Analyst: Leverage to Gold Price Should Benefit Companies
- Diversifying with Small and Large Miners
- Aurizon Mines: Riding the Gold Breakout
- Wellington West Likes Aurizon Mines' Prospects
- Aurizon Mines: Why I'm Paring Back My Position
- Gold Stock Earnings to Shine in 2007
- Aurizon Mines Making Its First Gold Pour - And The Chart Looks Good
- Full List of Articles »
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Gold Stock Earnings to Shine in 2007 [view article]
Keep in mind TNR has some big backers... smth like 35% institutional owned by Barrick , RAB Capital, NovaGold, Prudent Bear Mutual Fund, OCM Mutual Fund, etc etc list goes on.When they have anything decent this network of players will help it move fast
On Jul 09 01:16 PM goldbug wrote:
> TNR is going to be REALLY interesting to watch now that they're goign
> up against XSTRATA... must have something good
>
> Not to mention 25% on a soon resource at Los Azules by Minera Andes
>
>
> No reason why it shouldn't be at least at $0.70 Reply
Gold Stock Earnings to Shine in 2007 [view article]
TNR is going to be REALLY interesting to watch now that they're goign up against XSTRATA... must have something goodNot to mention 25% on a soon resource at Los Azules by Minera Andes
No reason why it shouldn't be at least at $0.70
On Jan 24 06:24 AM sufiy sufiy wrote:
> Hi,
>
> New Junior TNR Gold is bitten into the dust with interesting properties
> to watch out:
>
> sufiy.blogspot.com/200...
>
>
> Regards,
>
> Sufiy. Reply
Gold Stock Earnings to Shine in 2007 [view article]
re: Sufiys reply above:TNR Gold Corp has large institutional investors in for the long haul.
In 2004 they got RAB Capital in their stock at a low price and RAB still held on to it after all this time, despite at one point last year 600%+ profit.
findarticles.com/p/art...
Must be something interest... why would Barrick, VALE, Lundin and other major names be intersted in this small company? 33% owned institutional. I'd watch for it for sure. Reply
Editors
General Discussion on AZK
Is this a buy or a sell? ReplyAurizon Mines: Emerging Company in a Hot Market [view article]
I think you need to go investigate the deal at Joanna a little more. Also Aurizon is still a one trick pony, at CB and it will run out in 5 years or less. Then they have nothing. ReplyAnalyst: Leverage to Gold Price Should Benefit Companies [view article]
What kind of crack is this person smoking? $700 gold for 2010? What part of the structural US deficit does she see decreasing over the next three years? Maybe she is a covert agent for the Goldman crowd! ReplyAurizon Mines: Riding the Gold Breakout [view article]
Gold production has fallen off the proverbial cliff in the world's largest gold producer - South Africa. They are having to go 4 kilometers down in their biggest mine and South African miners are clamorting for a 15% pay raise - both of which will raise their gold production costs. Guess which way gold prices will go? Guess how gold miners will perform? Aurizon looks like a safe bet to me. ReplyAurizon Mines: Riding the Gold Breakout [view article]
Aurizon is covered by a mining gaming company. 49th West Investors Group's target price for Aurizon is US $6.27. The POG they used is US $618. It's looking good. ReplyGold Stock Earnings to Shine in 2007 [view article]
Sylvain,In this article I only highlighted stocks on the BMO earnings list. I have never done a report on MNEAF, although I love the stock. It is a great story with a mine coming on line this year. They are partnered with Hochschild who operates 3 mines in Peru. They are a quality operator in South America. Rob McEwen owns about 30%. At todays price they are not really cheap in my matrix at $3500 and $400, but the San Jose mine is a "bootstrap" operation. Meaning they are getting the mine going for cash flow to explore the rest of the property. They have only explored about 5% of the known mineralization and have already found a third vein that will add to reserves. This is a very high grade area and I believe reserves will grow into the millions. They are also partnered with Xstrata on the Los Azules copper project. Early results are very encouraging.
MRB is another great story. Cash flow this year and partnered with Xstrata on El Campo. Not mentioned here as it was not on the BMO list.
I use $3000 and $200 because that is about the average of alot of companies and representaitve of recent buyouts of jr producers. Reply
Pelletier
Gold Stock Earnings to Shine in 2007 [view article]
Hi,I love your article and how you evaluate the junior mining stock. Question? you mentionned Minera Andes , but didn't give your opinion on it. Also, you mention in another article buying Metallica-Ressouces, you didn't mention it in this article.
Also, you say that you use 3,000 and 200 for evaluation. How did you come up with that?
thank you for information, I always enjoy reading your article Reply
Gold Stock Earnings to Shine in 2007 [view article]
I stand corrrected on the hedge price. It is probably a testiment to my point about Marone. They use the options and 2008 hedges to make it sound like they will sell copper above $3. Actually the 2007 call long options are at $1.67, so the 2007 hedges are increased by anything over that price. That is good input on the Brasilian mining. I dont think that many gold bugs will "cry foul" when Yamana starts producing copper at Chapada. Many gold mines, are actually copper mines. Chapada has a 2 year payback at $1 copper and with the hedges copper production is "monetized".As for Hecla, I indicated it was a turn around story. I doubt you see any more dilution as long as they are profitable and sitting on $90MM cash. They are the low cost producer of silver. I think they probably do an acquisition this year. What they buy and what they pay will determine dilution. I have owned GBN on and off. They obviously did not fit into this report on profitable companies. Reply
Commentator
Gold Stock Earnings to Shine in 2007 [view article]
Two Remarks on Yamana Gold:They have hedged 90 million pounds of their2008 Chapada copper production
at an average price of $2.75/lb, not $3.50 as stated by Trey Wasser. Neverthe-
less, but he is correct when he states that cash costs for gold production will be
(-$114) per ounce. Chapada's sheer copper production size will just make the
company a low-cost copper producer with gold credits. That's the same "il"logic
as for the negative triple-digit "gold production" cash costs of zinc miner Agnico
Eagle (except that they didn't get it to hedge their base metals!). Gold-bugs will
cry foul at such a statement I'm sure. But copper-bugs may rest assured, as
the hedging program includes long-call options at an average strike price of
$3.25 per pound of copper (if, let's say, the dollar takes a dive...).
Yamana is my largest position and that also for another good reason, which fits
right into this article: They are far less subject to the production cost increases
other miners face because of the strong Brasilian mining equipment industry.
Case in point: Yamana uses Randon trucks, domestically manufactured, cheap
and most of all available including tires. I don't even have to point out labor as
another big plus, that Brasil has a large supply of well-educated and mining-
experienced personnel available. That should be pointed out prominently in
this article, one just has to compare this to the situation in Australia (which is
one of the reasons I currently only hold one position there, Kingsgate Cons.),
where six-figure annual wages even for college grads blow to top off mining
projects - if the companies find somebody at all to replace their double-digit
turnover rate-caused vacancies.
A remark on Hecla: A good company, even though their heydays are over
(they used to have 30%+ dividend yield-years from their namesake mine in
Idaho, but this is hunderd years ago). If you want to go for the dilution ride,
go ahead... The Carlin Trend project mentioned above is the Ivanhoe Mine,
a high-grade 1oz+/ton vein deposit slated to come online next year. A much
better way to participate in that is to invest in the owner and 50% JV-partner
Great Basin Gold (AMEX:GBN), who currently brings a large shallow gold
deposit on the East Rand in South Africa into operation and has a very low
valuation. A pure gold play. This way one is not stuck with Hecla when zinc
and lead take the dive. Reply
Gold Stock Earnings to Shine in 2007 [view article]
Hi,New Junior TNR Gold is bitten into the dust with interesting properties to watch out:
sufiy.blogspot.com/200...
Regards,
Sufiy. Reply
Aurizon Mines Making Its First Gold Pour - And The Chart Looks Good [view article]
Good analysis, though 'way above my head. Are low-priced stocks difficult to do? omooc Reply