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Zynga, Inc. Message Board

vpv25b 24 posts  |  Last Activity: Jan 27, 2015 6:32 PM Member since: Jan 30, 2003
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  • "A breakout over $1298.40. could trigger a further rally into a monthly downtrending resistance angle at $1313.30. Prices could expand over this level with potential targets at $1336.60 and $1377"...If gold hits $1,377, ANV will hit $2.00.

    Sentiment: Strong Buy

  • The Company anticipates its Canton, Michigan facility having similar printing capacity to its Friedberg, Germany service center by the end of 2016.

    Sentiment: Strong Buy

  • If the same production levels are achieved in 2015, ANV’s total revenues for 2015 would increase by $68 million (29%) to $299 million, assuming average gold and silver selling prices of $1,250 and $15 during 2015, respectively. Annual revenues will increase by an additional $10.8 million for every $50 increase in average gold prices.

    Sentiment: Strong Buy

  • Revenues growing by 44% for FYE 12/31/15, with high gross profit margins of between 45 to 50%....not may companies will achieve this next year.

    Sentiment: Strong Buy

  • Goldcorp Inc. (G), the biggest gold producer by market value, agreed to buy Probe Mines Ltd. (PRB) in a C$526 million ($440 million) all-shares offer to add a deposit in Ontario near one of its existing operations.

    Goldcorp is offering Probe investors 0.1755 shares for each share they own, the Vancouver-based company said today in a statement. The offer of about C$5 per share is 49 percent more than Probe’s closing price on Friday.

    Goldcorp, which operates mines in the Americas, is among producers seeking to reduce costs and focus on the most profitable operations after gold prices fell for a second consecutive year. Goldcorp said it can start up and operate Probe’s high-grade Borden gold project more cheaply by processing ore at its nearby Porcupine operation in the Canadian province.

    “This strategic acquisition is the latest example of our commitment to upgrading the quality of Goldcorp’s overall asset portfolio,” Goldcorp Chief Executive Officer Chuck Jeannes said in the statement.

    Probe surged 50 percent to C$5.03 at 9:34 a.m. in Toronto, while Goldcorp rose 0.4 percent to C$28.62.

    The announcement marks a return to dealmaking by Probe Chairman Jamie Sokalsky, the former Barrick Gold Corp. CEO who joined the company after leaving his position at Goldcorp’s biggest rival in September.

    “This strategic acquisition is the latest example of our commitment to upgrading the... Read More
    ‘Significant Premium’

    “This transaction is an excellent outcome for Probe shareholders as it provides them with a significant premium that recognizes the value embedded in Borden,” Sokalsky said in Toronto-based Probe’s statement.

    The transaction value is “relatively in line” with where companies with preproduction assets are trading and within the range of recent acquisition valuations, Greg Barnes, a Toronto-based analyst at TD Securities Inc., said in a note.

    The purchase is Goldcorp’s first since the company

    Sentiment: Strong Buy


    Sentiment: Strong Buy

  • Analysts at Sterne Agee believe that global economic conditions will continue to provide support for gold and silver prices in the near future. According to a recent report, global deflation and growth fears will continue to drive investors to gold and silver.

    Uncertainty In Greece
    Gold and silver are the preferred safe haven for many investors that are worried about Greece exiting the Eurozone. Fears of such an exit and its ramifications have driven the euro to its lowest level against the dollar since 2006.

    More Global Stimulus?
    For the first time since the financial crisis in 2009, Europe is experiencing deflation. These circumstances have led many investors to the conclusion that monetary easing by the European Central Bank could be coming soon. An announcement of another round of stimulus could come as soon as the ECB’s January 22 monetary policy meeting. Fears of the euro devaluation that could result from attempts to stave off inflation continue to drive demand for gold and silver.

    Prolonged Zero interest Interest Rate Policy
    Analysts predict that U.S. interest rate hikes could come later that many expect. U.S. inflation levels remain well below the Federal Reserve’s target levels, and declining oil prices, a stronger dollar and slowing economic growth are all reasonable justifications to delay an interest rate hike. Sterne Agee Chief Economist Lindsey Piegza believes that interest rate hikes might not come until 2016.

    Sentiment: Strong Buy


    Sentiment: Strong Buy

  • Reply to

    Gold Silver Data

    by gobgsufalcons81 Jan 9, 2015 2:13 PM
    vpv25b vpv25b Jan 9, 2015 5:55 PM Flag

    Very informative post!.....If ANV decided to sell as is right now , including the assumption of debt, what do you estimate the buyout price to be?

    Sentiment: Strong Buy

  • vpv25b vpv25b Jan 6, 2015 6:46 PM Flag

    Can see gold prices spiking with all political uncertainty, especially in oil driven economies if oil hit $40.

    " Meanwhile data showed hedge funds and money managers raised their net long positions in gold futures and options for the first time in three weeks in the week to Dec. 30."

    Sentiment: Strong Buy

  • Reply to

    Must Read Comment from Seeking Alpha

    by vpv25b Dec 31, 2014 3:55 PM
    vpv25b vpv25b Jan 2, 2015 10:08 AM Flag

    I believe that gold prices will bottom during 2015 and start a four year plus bull run.....ANV is a steal at 0.85 cents (trading at less than 15% of book value)...I purchased more at 0.74 cents....this is a potential 5 bagger during 2015 and worth a reasonable investment as part of your portfolio.

    Sentiment: Strong Buy

  • I disagree that Allied Nevada is recklessly irresponsible, and the proof will start beginning today. You see the gold price go up on no news? Wonder why? It's because the futures expiry for Dec was today; the gold price, which was previously manipulated down to drive options and futures holders out of their positions, no longer needs to be manipulated, so the shorting is being unwound. Watch all through Jan as the gold price goes UP, despite no news.

    Bob Buchan is the chairman of ANV. This guy FOUNDED Kinross, the 6th largest mining company in the world; he founded Katanga Copper and sold it to Glencore for $2B. He's no idiot, he knows how to run a very large mining company and he knows value. Sure, he doesn't have a crystal ball to know how reckless the Fed via JPM would be to suppress the gold price, but did any of us think they would go that far? Gold is up YoY (barely), and this is during a year where Japan launched a $720B monetary stimulus, and just announced a $29B fiscal stimulus a couple days ago. Gold eventually will go much higher, and Buchan knows this. Randy Buffington is the president; formerly with Barrick. The CFO used to be the CFO of Freeport McMoran. They are not dummies.

    In October they posted their feasibility study, showing the after tax NPV of the project at various prices at a 5% discount rate. At $1200 gold, $1.16B. At $1300, $1.81B. At $1400, $2.48B. And the stock is trading at $94M market cap. Anyone who thinks this company can't get refinanced for a project of that magnitude is a fool. In fact, why would the banks who have already lent them money pull out of further financing before the project is completed? So they can take a bath on their loan? This project could finish Phase 1 in 24 months, and Phase 2 12 months after that. This financing issue has been way overblown.

    No one has to put their life savings into this company, but to turn your back on making any investment at all is to say that you cannot see into the future, you

    Sentiment: Strong Buy

  • No brainer for Iamgold to buyout ANV...If they buy ANV for cash, they can eliminate approximately $40M in annual interest expense!

    Iamgold CEO eyes deal next year, foresees industry consolidation • 2:25 PM
    Carl Surran, SA News Editor

    Iamgold (NYSE:IAG) is on the lookout for acquisitions and is open to being acquired itself in 2015, fueled by a $500M cash injection from the pending sale of a Canadian mine, as the precious metals mining industry adjusts to a lower-price reality, CEO Steve Letwin says.

    The miner is in active discussions about potential transactions valued at ~$800M alone and larger deals with a partner, the CEO says.

    IAG, which has mines in Burkina Faso, Canada and Suriname, will target assets with all-in sustaining costs of $1,000/oz. after reporting costs of $1,115/oz. in Q3.

    Letwin says he expects consolidation will pick up across the industry next year as managements and boards adjust to the idea that gold prices and equity valuations may be lower for longer.

    Sentiment: Strong Buy

  • vpv25b vpv25b Dec 18, 2014 5:01 AM Flag

    Absolutely agreed!...buying agressively now at these discounted prices...will pop in January after tax selling is over for both longs and shorts.

    Sentiment: Strong Buy

  • Paramount Gold and Silver was purchased for $146 million, despite reporting revenues of only $33 thousand last quarter.

    Sentiment: Strong Buy

  • vpv25b vpv25b Dec 15, 2014 6:07 AM Flag

    ANV is a steal at this price for the patience investor!

    Sentiment: Strong Buy

  • This is an excellent entry point for a quick profit and long term hold!!

    ANV now has $34 million in cash and revolving credit availability (after closing the secondary) and long tax selling / margin calls should abate soon, with significant short covering for tax purposes occurring in early January. They are expect to generate an additional $10 million from leach pads liquidation in Q1 of 2015 that should have occurred in the Q4 of 2014 and have another $20 million in asset sales coming, with approximately $20 million in quarterly cash flow from operations. They will also ore better quality gold in 2015, with steady gold prices and the end of a four bear market in gold coming.

    I expect a short term $1 to $2 trading range. Any partnership/ joint venture on the second mine with a up front cash infusion with lift shares to over $2, with the sky being the limit. The company market cap is $80 million with approximately $500 million in debt after a $40 million principal debt payment just made on December 1 (the next one is due on December 1, 2015). The gold mines have a 19 year useful life, with $40 billion in gold and silver reserves after $800 million in cap ex.

    Sentiment: Strong Buy

  • Goldcorp weighs investment in Guatemala after royalty hike plan

    VANCOUVER, Dec 3 (Reuters) - Canadian gold miner Goldcorp Inc said on Wednesday it will examine its future investment in Guatemala following the country's move to raise mining royalties from 1 percent to 10 percent.

    Late last week, Guatemala's Congress changed a nearly 20-year-old mining law to raise the royalties. Proposals to increase the levy had failed in previous years, and such a steep increase had seemed unlikely.

    Guatemalan President Otto Perez has yet to sign the measure into law, but the country's main industrial chamber has already said it is mulling a legal challenge.

    Goldcorp, which operates the Marlin mine, the country's largest, said it would have to look at its future investment in Guatemala as a result of the new measures.

    "In light of the proposed royalty increase, we will need to revisit our future investment plans in the country in order to ensure that we can generate the best returns for our shareholders," Goldcorp spokeswoman Christine Marks said in an emailed statement.

    Marks added that the Marlin mine, which is expected to produce up to 185,000 ounces of gold this year, is nearing the end of its life, and thus the new measures would have "limited impact on Goldcorp's overall financials."

    Sentiment: Strong Buy

  • vpv25b vpv25b Nov 20, 2014 2:21 PM Flag

    No brainer....the silver will pay for the cost of the mine!!

  • Talking head (and options expert) Dan Nathan highlights a big trade made last night -- a gold bull going out 2 years; selling a ton of puts on GDX AND using the proceeds to buy out of the money calls -- also out 2 years.

    Again, this trader is looking ahead 2 years -- but he's obviously very bullish on gold (through the GDX EFT).

    Sentiment: Strong Buy

2.56-0.02(-0.78%)Jan 30 4:00 PMEST

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