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It doesn't look that bad considering eps of 3 with current sp of 33 = profit 10% of mcap. Mcap of 47m net assets of 246m, net cash of 12m , whats all the panic about, wouldn't a takeover at 100m not be highly likely.

Without Peruvian extension permit how much longer will Immaculada be operational for and what is the remaining amount of geo they are able to mine with the current permit , assume they have submitted the application to extend the permit. Looking at the individual AISC for the 3 mines Pallancata should be closed asap possibly prepare San Jose for closure,focus on Immaculada with good profit margins. Aisc Immaculada gold 1200, silver 16.6, San Jose gold 1420, silver 19.3, Pallancata gold 1780 silver 24.7. So mining silver seems uneconomical Hochschild mining 200k gold pa at current aisc should be yielding reasonable profits like Pan Africa, also has the closure ordered by the Peruvian govt in November of Immaculada and Pallancata been resolved? Interesting Sotolo that you mention here the strange aisc ,geo ,seo reporting if we look at geo aisc we are currently profitable but if we look at seo aisc we are not profitable.

Thanks Tony and Sotolo very knowledgeable and much appreciated information.

So can you confirm then that Hochschild has across Pallancata Immaculada and San Jose only 1.6m geo, as Immaculada is the most important mine that they have what is the estimated geo left here please.

Panmure Gordon trimmed profit forecast from 67m to 59m ,current mcap 273m gives a pe of 5, Halfords forecast PBT of 65-75, PBT for 2020 FY was 57 gave EPS of 27, so all looks really good to me, manufactured move down possibly for stake building. 70% Revenue from motoring , 40% of that from servicing , consumers spending on vehicles more a necessity, even in economic downturn every one needs their vehicle. Panmure stated not to worry it's unlikely to go bust, wonderful analysis, what would we do without them.

Thanks Tony, does anyone know what the current lifeline of Immaculada is and how many geo left. Hochschild is very low at the minute with mcap 370m and net assets of 760m ,should recover in time rates look to go higher but so does inflation so gold could go anywhere.

Very expensive then considering Centamin produces 400k P A with a 100m profit, so Hochschild paid 123m for a 800k reserve, if the project costs more than 100m to build is not the whole venture just pointless, anyone agree with this math.

Many thanks JAB and DGR for your replys.

So Hochschild paid 123.4m for Amarillo for what exactly, just exploration results and no infrastructure. What is the estimated cost to establish this site by 2024, producing 360k geo per annum, do we all agree profits should be higher than they are and have been historically.

I have a 2022 EPS estimate of 174, with profit for the period at 1BN, can anyone confirm this, it looks over estimated and very optimistic to me, anyone know AISC for Kazakh ops and profit from Kazakh ops. Is 334 p average any good and when is the H1 interim?

Does anyone know why the RNS s on here stop at 1/6/22 nothing after that.

Giving over your email address is well worth it I just received a £10 offer code and spent it pronto, popped into the store and collected my freebies.

Many thanks for all of your replys, much appreciated, yes I meant Amarillo not Aclara and too late Sotolo I am invested in the mining sector including Hochschild.

Many thanks Tony, Agricore and Sotolo for taking the time to reply, can someone give some information on the Aclara acquisition, is the mine producing? I find it strange that they paid 123.4m, surely it has to be production stage for it to have been at such a high cost! Can I get some information on Mara Rose and Snip aswell, many thanks.

Money after AISC was 56m for gold, 28.4m for silver, totalling 84.4m which matches Centamins 86m. I found 33.5m that could of been profit which was an extra 6m on exploration expenditure, one off 6.7m selling expense, extra 1.8m on impairments, extra 9.1m on other expenses and the 9.9m exceptional item. In January 22 market screener estimated FY profit close to 100m, eps 20, but most recently estimated FY profit 58m and eps 10. With gold way above AISC and silver hedged I expected around 30m H1 profit, could the board of managed better, possibly splitting these costs between H1 and H2, exploration expenditure is a choice and the rest appear to be one off expenses. I am trying to work out what has occurred, can you add to or correct this please.

Can anyone confirm or update these numbers of major holders
Insiders 38,85
Institution's 49,98
and eps estimates for FY 22 10 cents profit for the period 58m. H122 pfp should be quite good and will be better than all previous years but perhaps not 2021.

What's wrong with the H1 RNS,how is profit after tax down 26 percent to 85 m but EPS up 42 percent. FY21 profit was 102m, for H122 profit to be down 26 percent that would make H121 profit 115m. Did Centamin actually make 49 m H122 profit but they've added the 36m asset for sale in current assets to H122 profit. They say negative cash flow of 25m but in fact looks like 83m, are they deducting 57m from that figure under dividend paid to owner of parent but shouldn't this instead be called distribution of profit share payment to the companys partner as they do say that the FCF 25m is after distribution to the companys partner.

What's wrong with the H1 RNS,how is profit after tax down 26 percent to 85 m but EPS up 42 percent. FY21 profit was 102m, for H122 profit to be down 26 percent that would make H121 profit 115m. Did Centamin actually make 49 m H122 profit but they've added the 36m asset for sale in current assets to H122 profit. They say negative cash flow of 25m but in fact looks like 83m, are they deducting 57m from that figure under dividend paid to owner of parent but shouldn't this instead be called distribution of profit share payment to the companys partner as they do say that the FCF 25m is after distribution to the companys partner.

Very bullish I see a retrace to 130s next within 3 months.

I see 632m net CF from ops net CF used in investing activities minus 611m net CF used in financing activitys minus 672m, 651m deficit, 634m paid using cash and CE. I see a 1.7b increase in non current assets in plant, property & equipment, where has this come from? 0.7b increase In CA inventorys and C A trade receivables of 1b - 1.7b which mirrors outgoing CL trade receivables of 1.6b. Cash down 634m but CA up 1.7b, total comprehensive income 3.4b V 1.36b, how much to be reclassified to profit or loss in subsequent period. I also see 1.8b long term loan from NCL moved to CL short term loan. So profit looked bad but of interest is increase in NCA & CA and TCI, hopefully they move some of the CA going forward.