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Yamana Gold, Inc. Message Board

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  • hapiwondrer hapiwondrer May 12, 2011 5:54 AM Flag

    $16.35 Target: SA

    As per usual, quantifying valuations depends on the start point. Apparently the start point of the valuation on Seeking Alpha doesn’t take into account how long this stock has remained in a trading range.

    BVN (Minas Buenaventra) appears to be a much better value, as listed on the account you’ve provided. Its upside potential is over 34% versus over 30% for Yamana. Since its lows from Oct 31, 2008 BVN is currently up by 400+% and has been up as much as 500+%. This exceeds AUY’s gains by about 50% over the same period.

    Shares outstanding of BVN, which has been a big issue with AUY investors, is about half of AUY’s. The key statistics of BVN, in most all instances, are more favorable than those of AUY.

    Compensation for company officers is a bit difficult to discover for BVN, perhaps because it is done differently in Peru. As best that could be discovered compensation for ALL officers was $69M/annum, or so it appears in a pool basis. This is a lot higher than that for Yamana, if the way it was presented is understood.

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