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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.
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?