Recent

% | $
Quotes you view appear here for quick access.

AuRico Gold Inc. Ordinary Share Message Board

edmundaronson 445 posts  |  Last Activity: 4 hours ago Member since: Jan 4, 2009
  • edmundaronson by edmundaronson Apr 13, 2016 5:54 AM Flag

    everyday gold and silver stay up or increase is relieving pressure on coeurs cash position
    ,the first two quarters were to be heaviest cap ex at palmarejo complex and the tunnel to jualin
    also first quarter production down at wharf from heap leach cycle and rochestor with winter weather
    increased production coupled with higher prices will do wonders for coeurs cash position
    my only concerns are seasonality on metals demand coupled with fed interventions verbal and comex attacks creating some chart destruction
    several of my chartist guys predicted this rally but also another challenge of lows before the next long bull run-
    with todays prices nobody can doubt the wisdom of wharf purchase with its 550 cash cost last quarter and pzg with its higher gold ratio and grades
    coeur is set to mine 320,000-340,000ozs gold
    up almost 250 bucks that alone adds an extra 80 million or so to revenues
    2.50 higher silver prices another 37mill to revenue-
    then you have royalty free gold from indepencia,and higher grade ore from both indepencia and guadalupe and the doubling of franco royalty in sept
    bolivia sourcing higher grade as 30% o fproduction-all coeurs mines are now paying the benefits of efficiencies,mine plans,higher grade and lower costs-
    6.00 cde will be a joke if metals hold momentum or even trade sideways

  • becoming very profitable with rise in gold-wharf in 4th quarter was producing gold at cash cost 550.00 but this was a high production quarter in heap leach cycle still the 200 dollar jump an oz will bump free cash flow of these mines-they also have tax pools that don't expire in 2019
    coeurs revenues were split 60-40 gold to silver-
    also the acquistion of pzg and its larger ratio of gold to silver than quadalupe becomes even more important

  • Reply to

    a shareholder since 2009

    by edmundaronson Apr 2, 2016 6:42 AM
    edmundaronson edmundaronson Apr 12, 2016 11:51 AM Flag

    wrong quack, bought puts as insurance when cde was 24 and just did my first buy cde at 1.65 in years outside pretium and wrote covered calls multiple times till it was taken away and a quick trade in rby
    -zolly quack--feeling the heat

  • edmundaronson by edmundaronson Apr 11, 2016 1:40 PM Flag

    thats realized silver equivilent-every buck silver increases is like 40million annually-thats using realized silver equivilent production

  • edmundaronson by edmundaronson Apr 11, 2016 10:39 AM Flag

    coeur recently sold kootenay the 2.5%northair royalty for 9.6million shares of kootenay and 500.000-coeur owns 20.3 million northair shares-the northair shares will convert to 7.1 million kootenay share when added to nsr 9.6million coeur will have 16.7 million of kootenay or 10.5% and paas 10%-northair share have just jumped from .10 to.15 and kootenay has gone from .26 to .40--

  • Reply to

    better play CDE or AG..?

    by swampmanthe Mar 22, 2016 10:29 AM
    edmundaronson edmundaronson Apr 11, 2016 10:11 AM Flag

    AISC in realized silver equivilent was 3rd quarter 13.15 4th quarter 13.45-this is using proper conversion rate not the 60-1
    as realized is about 75-1-

  • Reply to

    acumen

    by edmundaronson Apr 10, 2016 6:29 AM
    edmundaronson edmundaronson Apr 11, 2016 6:44 AM Flag

    dickwill 2014 full year silver equivilent 32.2million revenue 635million- with silver 18.50 and gold 1250
    2015-coeur had 646 mill revenue-wit lower metals 15.50 silver 1143 gold
    ,silver equivilent production 35.6 millions silver equivilents
    as you can see revenue is up with drasticaly lower metals prices
    and silver equivilent 3.3 million and thats at 60-1
    2016 quidance 33-36.8 million silver equivilent using 60-1
    as you can see your quote"sales have gone down every year even buying warf-revenues up from 2014 along with silver equivilents-
    sorry but not EVERY blame silver prices/gold

  • Reply to

    acumen

    by edmundaronson Apr 10, 2016 6:29 AM
    edmundaronson edmundaronson Apr 11, 2016 4:12 AM Flag

    are you tallking revenue or production-falling prices tend to lower revenue and it is a function of company to lower production and focus on grade to lower costs-coeur has massively increased gold production even while palmarejo open pit being phased off-i think if you use the ratio of 75-1 you will find silver equivilent ozs has not dropped but increased

  • Reply to

    acumen

    by edmundaronson Apr 10, 2016 6:29 AM
    edmundaronson edmundaronson Apr 11, 2016 4:05 AM Flag

    they recieved 80 million back inb 2008 when crash hit and there was no money from banks-this allowed them to finish palmarejo which was only half built-
    coeur recently recieved 22 million from franco as contribution to finish guadalupe this was part of the recentf negotiation with franco

  • Reply to

    acumen

    by edmundaronson Apr 10, 2016 6:29 AM
    edmundaronson edmundaronson Apr 10, 2016 12:05 PM Flag

    200million in bank with metals trending higher as you stated
    coeur delayed rochestor leach pad construction, indepencia has been reached as of january and over a third of way to jualin-
    what do mean going forward-preciosa has been delayed
    -i never thought of dilution as a problem when buying producing assets that are accretitive with ozs
    in ground
    last quarter even with low metals prices coeur retained its 200million cash position while funding exploration and building out guadalupe and indepencia
    pzg added over 1 million ozs gold ,wharf 750,000.jualin 260,000
    the pipeline of projects down the road will feel the results of lack of exploration and junior collapse but coeur secured its pipeline with preciosa and keeping it from first majestic
    10 million oz a year producers are few and far between and 2/3 of this purchase was shares over 20.00-it now stand with updated feasibility with a couple hundred million ozs-just ready to be built it i it can take a decade from discovery to permitted and, drilled out with feasibility -in the mean time indepencia ,guadalupe deep,jualin and rochestor can keep them busy til metals recover
    and if the right deal comes along-
    you just seem to throw out anything you can-
    try this over payment with cheap shares pzg
    buying bonds back with cheap shares
    selling northair nsr non producing for 500,000 and shares in kootenay
    selling cerro bayo producing nsr for 4 million and shares in mandalay
    selling martha mill for 3 million saving reclaimation fees

    so outside of dilution-what else bothers you about buying ozs in ground or high grade with not having to build infrastruure and having extra capacity at mill and with and no royalty
    thats not counting other synergies like use of equipment and manpower from open pit closing
    the large prospective land package while adding their exploration team
    also preciosa land package hardly explored-

  • edmundaronson by edmundaronson Apr 10, 2016 6:29 AM Flag

    move to chicago for access to labor pool and transport hub
    hiring of hanagarne
    all new mine managers and management
    -rasmussen hiring
    delay building preciosa
    negotiation with franco
    wharf purchase
    pzg purchase
    indepencia discovery,jualin discovery
    high grade exploration results at kensington,palmarejo,rochestor
    wharf mine life extended resources up 39%
    AISC down to 13.15,--13.55
    discoveries los campos ,nacion
    source higher grade ore privately at bartolome
    guidance met
    indepencia reached and supplying ore
    getting closer to sept and no minimum and 800.00 gold on franco royalty
    monetize martha mill
    monetize cerro bayo nsr for cash and shares mandalay
    monetize northair royalty cash and shares kootenay
    purchase 8% bonds at discount for shares
    contested areas below
    -preciosa purchase(time will tell on this large ready to build deposit)
    bond buyback with shares( bluemountain capital confirmed to market deep value of coeurs shares)

  • Reply to

    first quarter production

    by edmundaronson Apr 9, 2016 10:04 AM
    edmundaronson edmundaronson Apr 10, 2016 3:43 AM Flag

    cabosse
    thats why i post that hui,gld,paper comex run the game and spin the dials-as you mentioned my 2009 purchase -i bought puts as insuranceat a critical silver price when cde was 24-i recently bought 1.65--as to underperform-i don't look at charts for what the company is doing-time "we all lose time"
    opportunity bought at 1.65 and posted purchase opportunity is developing nicely
    respect who needsit on a message board as long as i post news related to coeur and factual-coeur is tied to its assets and metals prices big production and leverage to metals cuts both ways--
    no one would be here if they didn't have positive views on metals-totally false as there have been shorts galore
    its about timing,money management ,staying interested, current and informed

  • Reply to

    first quarter production

    by edmundaronson Apr 9, 2016 10:04 AM
    edmundaronson edmundaronson Apr 10, 2016 3:16 AM Flag

    is that all you got the number of posts-you exposed yourself as you have not posted EVER any post of substance-you also own no shars

  • Reply to

    first quarter production

    by edmundaronson Apr 9, 2016 10:04 AM
    edmundaronson edmundaronson Apr 9, 2016 5:31 PM Flag

    i suggest you look at the 3yr mine plan and franco deal minimum ends and 800.00 an oz starts along with ore from indepencia starting now
    indepencia ese is royalty free

  • Reply to

    first quarter production

    by edmundaronson Apr 9, 2016 10:04 AM
    edmundaronson edmundaronson Apr 9, 2016 5:24 PM Flag

    -i don't know how many times i stated silver dictates-AISC decreases made coeur sector leader 13.15 and 13.55 last couple quarters-wharf mine largest contributor of free cash flow
    ,renegotiation of franco ,purchase of pzg,finding high grade at palmarejo,kensington and rochestor
    ,not building preciosa
    modernizing coeur from mine managers up-
    silver and gold sent coeur to its lows and it will bring coeur up

  • edmundaronson by edmundaronson Apr 9, 2016 10:04 AM Flag

    coeur produced 13,000 ozs less of gold than 4th quarter and 1,000,000oz less silver-this will hit revenues for first quarter-quick enevelope using 15 silver 1200 gold get revenue about 144,600,000 down a bit but is 1200 and 15 right for realized prices-

  • Reply to

    check out CDE

    by swampmanthe Apr 7, 2016 2:05 PM
    edmundaronson edmundaronson Apr 8, 2016 3:31 PM Flag

    coeur mine plan has started kivcking in with indepecia high grade and transition to only underground,in sept fraco has altered its royalty from 400.00 to 800.00with no minimum and the addition of pzg ore is royalty free,kensington one third of the way to triple the grade material,and rochestor has found high grade up to 7 time sthe existing grade,cash cost at wharf was 550 last quarter,
    thats highly profitable
    -also coeur got its AISCcost down to 13.55 realized silver equivilent thats using 60-1 when in facti ts closer to 80-1-so aisc is even lower
    coeur has 152million shares hl has 378million

  • Reply to

    check out CDE

    by swampmanthe Apr 7, 2016 2:05 PM
    edmundaronson edmundaronson Apr 8, 2016 8:36 AM Flag

    off bottom cde has gone from 1.62-to 6.00 that profit dwarfs a dividend-coeur leverage to silver gold cut both ways creating a severely undervalued company
    -with increased grades, recoveries and efficiencies coeur is sector leader in lowering AISC,they also added over 1.5 million gold ozs that will be profiable using same infrastucture with a merger and the drill
    hl has done good work but their mines are really deep and your taking a hit on lead and zinc-
    but of course you were right about grade but recent drilling ha sbeen more than good to both companies
    hl gets little credit for paying down superfund cleanup, exploration results at lucky fri and greens creek,the building of new shaft at lucky
    the quick resurgence of san sebastion for pennies and its north american exposure-i like hl its safer but cde was a rocketship at 1.65 just too too cheap-

  • edmundaronson edmundaronson Apr 7, 2016 5:02 PM Flag

    anything like your 32% short position, of 33.4million when hl has 378 million shares

  • edmundaronson edmundaronson Apr 7, 2016 3:25 PM Flag

    hl has 378 million shares-33.46 does not equal 32% more like 8/9

AUQ
2.860.00(0.00%)Jul 2 4:03 PMEDT