Member Info for Freedom4Uall

Trying to make it, HL told me I could lodge the shares back to them.

Thankyou BipPP for your informative responses, given the situation Evraz faces all costs especially capex should be kept as low as possible for stronger liquidity, so unhappy to see that's up over 20% I expected profit of around 500m so 6 is concerning. If capex continues at this pace cash may be all gone by full year, it will not be able to pay it's creditors, who are it's main creditors, who will take these assets cheaply for money lent that doesn't exist. Also if the gain on currency appreciation from Russian ops was recorded in P&L instead of in equity as you mentioned, how would that of changed the net profit number? Could the increase in equity you mentioned be related to the re adding of Rapadsky to the balance sheet.

Hello great people of Hochschild are we expecting the interim dividend to be announced in the interim results which should be here soon and what dividend are we expecting, hopefully more than Centamin.

Evraz claims difficulty but Posts highest ever HY Revenue of 8B, the revenue to net profit breakdown looks fine until we get to foreign exchange loss of 1.7B versus 30M, can anyone explain how this would of occurred as its not as though Evraz received the majority or even a small part of the revenue in a currency that has collapsed in comparison to the dollar as they received most of their revenue in rouble that has strengthened in comparison to all other currencys. Should this not have resulted in a gain when it was converted to USD, can anyone explain this foreign exchange loss? Profit before tax of 353m versus 1.6B why was then income tax 347m should this not have been less or is income tax calculated on some other figure, and can somebody explain how cash position has gone from 1.4B to 793m when only 136m of debt was paid?

Evraz requesting debt investors or note holders to leave details on their site, anyone else find this worrying as if Evraz is liquidated creditors are the 1st to be paid, plus does anyone agree that their will be class action against the government for all of the harm caused to domestic investors, our government stated it sanctioned Evraz (a British Multinational London listed company), because it makes rail tracks for Russia.

Centamin produce 430k gold pa, mcap 950m.
Hochschild produce 360 geo pa, mcap 385m
So either Hoch is due a rise or Centamin is due to fall, opinions?

400m mcap very low considering 200k gold per annum, or even more interesting 360 geo, aisc 1350 geo estimated eps for 2022 is 11, for 2023 15 and 2024 16. The sp fell quite a bit recently seems to have stabilised, anyone else expect a 10-20% rise from here can anyone give more info on Amarillo and when will it be producing?

A low valuation for a mine producing 500k gold per annum, is 1b, so the Russian mines producing 1.2m pa should be sold at the least for 2.5b, leaving debt of 0.3b, cash of 0.5b and just the Kazakhstan assets. Does anyone agree?

I'm looking for the aisc gold and silver for each individual mine if anyone knows and how much would the closure of Pallancata affect overall profit as it appears it only contributes a small amount of production. Why are they estimated to go from a net cash position to a net debt position in 2022 of 122m?

So does the Egyptian government take 50% of the net profit after tax or is the net profit after tax a figure that comes after the Egyptian government payment has been deducted.

Mr Bond thankyou for taking the time to reply, interesting stuff.

Many thanks Sotolo for your reply, also Gold production around 200k for example aisc 1400 average sale price 1850,does that not bring profit from gold to 90m not including silver production. Between 2012 and 2021 sp has mostly been above 200 even to 400, why so when earnings /profit were low = high pe now sp low on high earnings possible highest ever earnings.

Firstly thank you deep joy and can anyone confirm these numbers for example production 400k at aisc 1550 average sale price 1585=120m profit. So we should be seeing profit just above that number, and also in the years 2012-2015 why was Centamin in the 30-50 p range? does anyone know what the profit was during theses years as I cannot find anywhere.

Thankyou Quigger and Velo.

Hi Mike great answers very much appreciated, thankyou. Yes eps estimates are from market screener.

Any explanation for the low valuation, profit is currently quite high and so are future estimates, what are your expectations for forward profits future prospects and current valuation, I have some eps estimates for 2022 - 23-24 of 40-41-36 cents, can anyone confirm or update these?

Any explanation for the low valuation in comparison to net assets and profit, Sylvania is currently very profitable, but was not for all of the years prior to 2019, could Sylvania return to the profitability levels of the years prior to 2019? Also when does the share buyback end and I have some eps estimates for the years 22-23-24 of 20-24-23 pence, can anyone confirm or update these estimates?

Anyone know what Q1 profit was, what are our expectations for q2 profit, production and aisc, have some eps estimates for 2022 - 23-24 of 10,11,11. With costs as high as they are now are these estimates out of date and can anyone update?

Anyone notice silver aisc 18-19 dollar and that was the guidance before oil prices were as high as they are now, so current silver price quite close to or already not profitable as aisc may be higher now???

Acquisition of Amarillo completed on the 1/4/22.