Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
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Hi gwm, JH picked Shanta at 10p about a year ago , she likes her gold miners.
Hi gwm - I've heard of Yamana Gold but never followed it; seems a decent 'goldie' from what the MoS reckons.
Wheaton Precious Metals is another North American Co seeking a London listing shortly - it's a streaming / royalty operation with a good record in this field (not a miner, so no worries over development 'surprises' etc.,) but neither yields as good as POLY, so I prefer to stick with something I know a bit more about. Dunno whether that helps? - sasa.
hi sasa
i look forward to this regaining 2000. Strange it dipped to me with gold at near highs and all the prospects here.
joanne heart mail on sunday tipped yamaha gold with careful money contrl and doubled divi this year. im not in it but interested if on your radar. wonder why joanne is still working if she can pick these winners.....
I read the website and some broker views Sasa certainly very promising and eye watering numbers I have put on my watch list will keep an eye on it. Thanks
Roger that, Craig - if you look at their website, concentrate on their 'zone 8' drilling progress; they're very excited about that area. The latest drilling results update is overdue (probably covid delay related) but all have been very impressive so far and with a low AISC of $787 per oz, I'd expect the sp to regain their recent 'high' very soon - sasa.
I'll check that out thanks Sasa like a wee speculative punt with a bit currently in GGP at moment
Hi Craig - similar involvements for me with other, initially attractive, 'goldies', like FRES , CEY and HGM, too.
Over time, I relinquished those in favour of POLY and PUR, 'cos FRES continues with various prod. probs, CEY as well (also never liked the 50% involvement with the Egyptian Govt.) and HGM has now been acquired on the cheap by a group of oligarchs, unfortunately.
POLY continues to fare better than most and provides a useful yield, too but its jurisdiction isn't helpful in the minds of many; hence the 'pairing' with the up and coming Canadian miner, PUR (first gold pour this December, btw) - worth a look, if you fancy a very promising producer, imv, in a friendly / safe mining country.
When the upturn in AU gathers momentum again, I'd expect both to do better than most with POLY's 'Russian' domicile being largely forgotten, given the rare 'FTSE 100' status it enjoys - that's my present take on positioning right now, fwiw. GL, anyway - sasa
Sasa I'm in both poly and fres lost on the first drop in Cey was always in cey hgm and fres and Acacia a while back so by default moved to Poly so think this alone will bring more buyers looking for solid gains expecting gold to male major moves over next couple months
Agreed Craig - once the gold push re-starts, the domestic funds will naturally flock firstly towards either POLY or FRES being the only two 'goldies' in the FTSE 100 currently; given the continuing disappointments with the latter, POLY is the obvious beneficiary here, after their latest Q3 figs.
Back up to £20 ps and beyond, looks well set for POLY now, I'd say - sasa.
Machine is the right word, this has been my only ray of light today, even US and Aussie goldies aren't performing that great and cey...bit of a let down when compared with POLY.
When gold steps up should hit 20 quid pretty quickly
This company is a cash generating machine. When others like FRES, HOC are all wobbling with fairly disappointing production updates this week, POLY as usual continues to meet expectations. Very impressed with the very early reiteration of the 2021/2022 guidance. An EV/EBITDA of around 5x is very good value for a company with such qualities in the midst of what appears to be a massive commodities bull market
That's excellent results and with the current price of gold it's a double boost
The Company is on track to meet its full-year 2020 production guidance of 1,500 Koz GE with COVID-related risks remaining the key source of uncertainty. TCC and AISC guidance of US$ 650-700/GE oz and US$ 850-900/GE oz respectively is also maintained.
Production guidance for 2021 and 2022 of 1,500 Koz and 1,600 Koz GE respectively is reiterated