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12 posts

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@hemfare

Katılım Kasım 2012
722 Takip Edilen49 Takipçiler
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H@hemfare·
@Silver__Santa Their latest news release indicates they plan to expand processing capacity at Casposo and Guanaco. Interesting they brought on a strategic instead of selling their Unico investment. The strategic should bring more eyes onto $AGLD.v...
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Silver Santa
Silver Santa@Silver__Santa·
$AGLD.V $AGLDF - AUSTRAL GOLD LIMITED AGLD now has a P/E of 2.1, and a forward P/E of 1.6. Oh well. I continue to accumulate. This is probably one of the cheapest Gold producers out there. They just published great Q4 earnings, and have partnered with Aitken Mount Capital Partners on a Placement to support exploration and the further development of its operations in Chile (Guanaco) and in Argentina (Casposo). Production is planned to go up. They'll produce around 28,000 OZ in 2026, and around 37,000 in 2027 at a good AISC of $2,170. Anf they have a massive $14M investment in Unico Silver. 😍
Silver Santa tweet media
Silver Santa@Silver__Santa

$AGLD.V $AGLDF - AUSTRAL GOLD LIMITED FCF 2026: $50,411,660 MCAP 2026: $95,000,000 P/E 2.0. Oh well. I added some shares. It's Santa Claus.

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H@hemfare·
@Silver__Santa Seems like the market is sleeping on $AGLD.v if you consider their latest guidance, financials, risks, investment/shares in $USL.ax at metal prices compared to what other producers are trading at, imo
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Silver Santa@Silver__Santa·
I doubled my position in $AGLD.V - AUSTRAL GOLD, and in $ORV.TO - ORVANA MINERALS, and I tripled my position in $JAG.TO - JAGUAR MINING. Hereby moving some capital from Silver to Gold. I also went into some cash for #PROTECTION.
GIF
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H@hemfare·
@GoldForecast The latest presentation for $SAM.to should help the market better understand its potential/risks and value at metal prices. Compelling value proposition imo.
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H@hemfare·
@Silver__Santa Nice Q4 results and trends. $AGLD.v seems overlooked at these metal prices and comparables.
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H@hemfare·
@Silver__Santa What's $AGLD.v value proposition at 5500 gold and 115 silver...
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H@hemfare·
@Silver__Santa There seems to be more interest in South American mining names. $PGDC.V has seen more attention and appreciation, and recent volume in $AGLD.V may indicate more market interest especially as a producer at these metal prices.
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Silver Santa@Silver__Santa·
$AGLD.V $AGLDF - AUSTRAL GOLD I added 50% of shares to AGLD just now. Now a 4.0% position. Bought at a red -14.3%. 2026 Production: 30,000 OZ Gold 2026 Revenue: $150M USD ($5,000 Gold) 2026 Gross Profit: $93M USD ($1,900 AISC) MCAP: $84M USD 😎 EV: $95M USD 😎 P/E: 1.0 🤣 Upside: X4 🤣 I don't know of any gold producers with a production of around 30,000 OZ AUEQ per year, whose Gross Profits will exceed their MCAP or EV. Oh well. Imagine finding a P/E 1.0 gold producer in the middle of a Gold Bull Run. AGLD also holds around $14M USD in Unico Silver investments (shares and options). There is a good reason to think that this Silver investment will increase in value. AGLD's Casposo mine that is going in production this year will produce +- 60% gold and 40% silver. The rise in the silver price will increase this planned AUEQ production to the 30,000 OZ upper limit.
Silver Santa tweet media
Silver Santa@Silver__Santa

$AGLD.V - AUSTRAL GOLD I took a position in a new Gold producer with excellent Silver exposure. The production guidance for 2026 is 26-28,000 OZ Gold Equivalent at $1,900 AISC.

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H@hemfare·
@Silver__Santa Looks like $Agld.v is starting to move upwards and these metal prices making it look more compelling to review and do diligence.
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Paulofutre
Paulofutre@Milinkoeterno·
@lusonegligent I have no doubt that Austral Gold will have its moment. $AGLD.V 30.000 * 5.000 usd oz gold = 150 M usd Aisc 1.900 Mg = 93.000.000 Market Cap 81 M
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H@hemfare·
@Silver__Santa $Sam.to Moving past 4600 and 85 currently on that analysis chart.
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H@hemfare·
@GoldForecast Compelling economics at this production and metal prices based on your analysis for $Sam.to
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Correlation Economics
Correlation Economics@GoldForecast·
I kid you not, Starcore International is trading at a forward PE of 1.5 at the current gold and silver prices. It has 6X leverage, you do the math at $100 silver.😏
GIF
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H@hemfare·
@GoldForecast Getting closer to 4500/85 currently on your bingo card. $sam.to
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Correlation Economics
Correlation Economics@GoldForecast·
Starcore Bingo Card. 🎲🎯 NPV10: 230m USD Market Cap: 75m USD Upside: 3x
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H@hemfare·
@GoldForecast Thanks for the chart and info. For clarity does the 'enterprise' line represent $Sam.To?
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Keşfet

@Silver__Santa @GoldForecast @Milinkoeterno @lusonegligent @elonmusk @BarackObama @taylorswift13 @cristiano